Alternative Investments Player Coach

The Alternatives Specialist Player-Coach job is responsible for leading, managing, and coaching a team of Alternatives Business Development Specialists, while also operating as an Alternative Specialist in a defined geographic region. The coaching element of the role is designed to enhance the overall skill-set of a team of Alternative Business Development Specialists. This element will focus on alternatives product knowledge and positioning, in-field coaching and development, identifying best practices and implementing them across Specialist regions. This role will also be responsible for capital raising across the respective team within the Nuveen/TIAA alternative strategies in the wealth channels, and ensuring each of the team members are operating in alignment with all compliance policies and procedures. The Alternatives Specialist component of the job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under limited supervision, this job manages large projects and processes to maintain relationships with both current and prospective clients and to ensure the organization's offerings are well-positioned within the market and communicated consistently to relevant firms. This job also partners with the organization's Sales team to further efforts to sell and market the Alternatives Investments offerings by the organization

Key Responsibilities and Duties
- Raise capital for Nuveen/TIAA's Alternative Strategies primarily within the Wealth Channels, including Wirehouse, Private Bank, Independent & Regional Broker-Dealer, RIA and Family Office
- Present the enterprise's Alternative capabilities to Financial Advisors and Investors to attract new clients and reach operational objectives
- Partner with multiple channel sales teams within the enterprise to implement best sales practices and to ensure excellent service for clients
- Educate the organization's Generalist Sales Team on the available Alternative strategies to help market and sell Alternatives offerings
- Manage the Alternative Sales pipeline for an assigned region and oversees the broader pipeline for the respective team of Alternative Specialists
- Develop relationships with prospect firms in the US Wealth channels in an effort to expand Alternative Strategies within client portfolios
- Lead home office sales desk relationships of key partner firms

Additional Responsibilities Educational Requirements
- University (Degree) Preferred

Work Experience
- 5+ Years Required; 7+ Years Preferred

FINRA Registrations
- SRC Indicator: Series 7; Series 63; Series 24

Physical Requirements
- Physical Requirements: Sedentary Work

Career Level

9IC

Required Qualifications:

- Minimum of 5+ years of alternative investments sales leadership experience.
- FINRA Series 7, 63, and 24.

Preferred Qualifications:

- 7+ years of alternative investments sales leadership experience.
- Bachelor’s degree, or equivalent; Masters, CFA or CAIA a plus
- Experience marketing into private wealth channels (wire house, private banks, broker-dealers, RIAs) is preferred

Related Skills

Alternative Investments, Business Development, Capital Markets, Client Relationship Management, Consultative Communication, Data-Based Decision Making, Nuveen Products/Services Acumen, Practice Management Strategy, Sales Process Management

Anticipated Posting End Date:
2024-04-26

Base Pay Range: $200,000/yr. - $300,000/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).

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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

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 fina