Inside Sales

DCIO Specialist

Nuveen, as the asset manager of TIAA, is seeking highly self‑motivated, resilient & goal‑oriented NRI Internal Sales Associates to advance our growth strategy and serve retirement plan advisors, consultants, and 401(k) recordkeeping wholesalers.

Key Responsibilities and Duties

• Partner with the NRI external sales team to drive NRI asset growth within a defined sales territory.
• Proactively engage with retirement plan advisors, consultants, and 401(k) recordkeeping wholesalers to identify, prospect, nurture, and grow opportunities for Nuveen retirement products.
• Maintain accurate, high‑quality data in Salesforce and other CRM tools.
• Coordinate client meetings, including calendar management, logistics, materials, RFI/RFP preparation, and support due diligence activities.
• Assist in developing, refining, and executing sales territory plans.
• Stay current on industry trends, competitor positioning, market flows, and relevant developments to identify new opportunities and adapt sales execution.
• Consistently deploy sales toolkits, advisor reports, analytics, and value‑add programs to maximize value for prospects and clients.
• Collaborate with internal sales associates, the Internal Sales Desk Manager, and broader NRI teams to share best practices and coach high performance across all sales territories.

Required Qualifications

• University degree (preferred).
• 2+ years of experience in internal sales or supporting external wholesalers; 3+ years preferred. Experience with target‑date funds and DC retirement products is essential.
• FINRA Series 7 and Series 63 licenses required.
• State or non‑resident Life & Health insurance license (beneficial).
• Strong knowledge of markets, products, and portfolio construction, with confidence in discussing performance.
• Excellent verbal and written communication and presentation skills.
• Accountable, resilient, goal‑oriented with a track record of independent execution balanced with a team‑first mindset.
• Occasional travel may be required.
• Physical requirement: primarily sedentary work.
• Career level: 6IC.

Base Pay Range: $64,000 per year – $89,600 per year. Compensation may also include incentive programs tied to performance.

Equal Opportunity Employer

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.