Alternative Investments Onboarding Support Specialist

The Alternative Investment Onboarding Support Specialist proactively builds business partnerships with advisors through detailed collaboration with our distribution and operations teams across the entire onboarding process (pre-, point of-, and post-sale). This role entails key responsibilities highlighted below and requires proactivity around communicating and executing upon all operational activity. It is also expected that these individual stays current on industry developments and master's all aspects of the alternative investment onboarding process.

Key Responsibilities and Duties

• Engage in pre onboarding activities with clients including data room access, coordinating, and attending Fintech demos with advisors.
• Have a working knowledge and be able to guide clients through the subscription process at different partner firms serving as the point of contact for paperwork/subscription questions.
• Understand certification requirements, documents, and firm resources across respective platforms.
• Coordinate with the client service team on handling inbound inquiries on tax information, capital calls, redemptions, transfers, account maintenance, and account access requests.
• Maintain and understand platform availability for Nuveen funds throughout our distribution channels, acting as an internal point of contact for questions around availability.

Educational Requirements

• University (Degree) Preferred

Work Experience

• No Experience Required

FINRA Registrations

• SRC Indicator: Series 7; Series 66; (or combination of Series 63 & 65)

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

5IC

QUALIFICATIONS:

Preferred:

• Experience in the Financial Services industry
• 2+ years experience in Alternative Investments as it relates to onboarding
• FINRA Series 7 & 66 (or combination of 63 & 65); can be obtained within 90 days of hire
• Bachelor's degree
• A strong combination of client service and relationship management skills
• Knowledge of the financial markets and alternative investments
• Excellent communication skills, both written and verbal.
• Ability to build rapport with clients and internal business partners.
• Excellent planning, organization, and time management skills; ability to analyze and prioritize projects and tasks.

Related Skills

Base Pay Range: $100,000/yr. - $130,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: [email protected]

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