AVP, Client Reporting Manager

Senior Client Reporting Manager I

The Senior Client Service Manager I supervises a team of professional level employees that partner with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients investing in the company's products. This job serves as a high level contact for clients and guides direct reports on onboarding new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. As a team manager, this job is responsible for setting goals and objectives for team members and ensuring policies and procedures are understood and followed by direct reports.

Key Responsibilities and Duties

• Monitors inbound/outbound client communication (emails and phone calls) via the Customer Relationship Management system to ensure clients are receiving high quality customer service.
• Reviews reports and other materials for client meetings and attends meetings as needed.
• Supervises the production of a large volume of custom quarterly reports to clients, consultants and service providers.
• Provides quality control for client reports and requests to ensure accuracy and completeness.
• Ensures due diligence and client questionnaires have been completed in a timely and accurate manner.
• Investigates and addresses escalated client inquiries by evaluating client-specific circumstances and collaborating across departments to formulate response and communicate findings to the relationship manager.
• Manages performance direct reports through regular, timely feedback and the formal performance review process to ensure delivery of exceptional services and engagement, motivation, and development.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

8IC

Required Qualifications:

• 5+ years of asset management client reporting experience

Preferred Qualifications:

• 7+ years of asset management client reporting experience
• Bachelor's degree
• Advanced proficiency with Microsoft Office Suite
• Technical application of business requirements (SQL Basics preferred)
• Familiarity with Reporting Applications (SimCorp Coric preferred)
• Customer Centric perspective
• Ability to navigate independently up and down the organization, achieve goals without direct control over resources, and work well leading and participating in cross-functional teams
• Able to prioritize with a clear focus on results and execution - a self-starter able to work independently and multi-task

Anticipated Posting End Date:

2024-03-19

Base Pay Range: $121,400/yr. - $150,000/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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