Given the growth of the UK business, an opportunity has arisen for a Sales Associate to support the UK distribution team within Nuveen’s Global Client Group. The sales support function is an integral part of the client journey. As the team expands, this is an excellent opportunity to work in a collegiate environment to help drive sales and deliver a purposeful client experience. The distribution team works closely with institutional investors, their investment advisors, as well as platforms.
Key responsibilities
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Proactively identify new business opportunities and stay abreast of incumbent manager searches;Understand current and new client relationships, their asset allocation preferences and assisting sales team with upcoming trends and investment behaviours through market research via industry databases (e.g. Mandatewire, pensionfundsonline and Preqin);Support sales leads with meeting preparation for external clients (collating background information on previous meetings and prospect/client information);Oversee the coordination of key meetings / events with clients and prospects, attending relevant meetings/conferences;Respond to client requests and manage client communications efforts, where necessary;Coordinate the Request for Proposal process, working with investment affiliates to cover breadth of investment products and solutions;Oversee the on-boarding and oversight of new clients through the relevant due diligence and AML processes;Maintain client / internal information in CRM tool (Salesforce) and across various databases and systems;Develop strong internal relationships with portfolio managers, product specialists and other teams globally to enhance delivery of our services to clients;Assist with the preparation of business planning material to communicate our UK distribution strategy internally;Standard reporting and ad hoc support responsibilities across the business channels and management; andWork closely with the marketing team on new product launch initiatives, client events and communications.
Excellent communicator (written and verbal) with strong interpersonal skillsProficiency in MS Office product suite (Excel, Word, and PowerPoint) requiredProfessional and industrious attitude, possessing energy and confidence to complete projects with limited supervisionAbility to work independently and in a team-based environmentTake initiative and develop creative solutions for solving problemsInteract and communicate confidently and effectively with all levels of management, including executive management of the firm, as well as external clientsAbility to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detailUtilize qualitative and quantitative tools to analyse, synthesize and interpret information, and communicate it clearly and succinctlyCoordinate various data and information into effective messaging that resonates with internal and external clientsPossess a partnership mind-set and engage with teams across the firmSelf-motivated, team player with strong work ethicAbility to build relationships across global teamsAsset management background preferred