Chicago, Illinois

ETF Specialist - Hybrid

The ETF Specialist - Hybrid will manage a defined geographic territory, performing both internal and external sales functions. Works work within US Wealth Advisory Services team to drive
ETF sales in their defined territory. Partners closely with team members including Advisor Consultants and Regional Managers within the covered region to proactively grow sales through phone and web conference meetings and face-to-face advisor meetings. Responsible for maintaining current client assets, cross selling producing advisors and converting prospects to clients. Responsible for all phases of the sales process, including outbound sales calls, email correspondences, and advisor follow ups during days in the home office, plus 20% or more field travel.

Key Responsibilities and Duties
  • Responsible for proactively growing sales through phone, web conference meetings and face-to-face advisor meetings in the defined territory.
  • The ETF specialist will be responsible for all phases of the sales process, including outbound sales calls, email correspondences, and advisor follow ups.
  • Partner with Advisor Consultants to manage and cultivate key advisor and strategist relationships and develop ETF sales through those contacts.
  • Educate, train and interact with other distribution areas and partners within Nuveen to enhance awareness of the ETF offerings.
  • Maintain knowledge of competitor products and industry related topics. Maintain proficiencies in delivering value-added presentations to advisor and other audiences.
  • Update activity logs in contact management system and work with Sales Management on various project initiatives.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 3+ Years Required; 5+ Years Preferred
FINRA Registrations
  • SRC Indicator: Series 7; Series 63; Series 65; Series 66
Travel Requirements
  • 20% Field travel
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level

Required Qualifications
  • Minimum 3 years of relevant sales experience, ETF and Financial Services related
  • Series licenses 7 and 66 or 7, 63 and 65

Preferred Qualifications
  • 5+ years of relevant sales experience, ETF and Financial Services related
  • Experience in both one-on-one and group meetings with Advisors and due diligence with analysts, as well as public seminar experience is a plus.
  • Bachelor's degree
  • CIMA, CFP or CFA designation a plus
  • Excellent communication skills, both written and verbal.
  • Creates and maintains long-term indispensable partnerships with clients
  • Ability to profile clients
  • Adapts to change
  • Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of information
  • Maintains integrity in all transactions; maintains ethical standards of Nuveen.

Potential Salary: $75,000.00 USD

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

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


Privacy Notices

For residents of California, please click here to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.

For all other residents, click here to access the Applicant Privacy Notice.

Chicago, Illinois

Build a career that makes an impact!

From retirement, to asset management, to banking, we have opportunities for you. At TIAA, you’ll do meaningful work helping clients pursue financial well-being. Here, your voice is heard and your ideas are welcome.

Passion for life, meet money for life!

Helping those who help others find confidence in retirement is our mission. Founded 100+ years ago to help teachers retire with dignity, our reach now extends well beyond education. We stand hand-in-hand with 5M+ clients to help fortify their money and ignite their dreams.

At TIAA, we know our people make the difference for our customers. That’s why we offer diverse career opportunities and rich programs and benefits to support their professional and personal needs.

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Join a winning team that has been awarded for:

  • Top 50 Companies for Diversity 2020
  • Worlds Most Ethical Companies 2021
  • Best Companies for Latinas 2019
  • 100 Best Companies for Working Mothers 2019
  • Forbes Best Companies for Women 2018



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