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Advisor Consultant/Market Leader - Northern California
Advisor Consultant/Market Leader - Northern California-October 2024
San Francisco
Oct 30, 2026
About Advisor Consultant/Market Leader - Northern California

  Market Leader

  The Market Leader will be responsible for being a forward-thinking executive who runs their market with a CEO mindset and brings discipline, rigor and true business leadership balancing the mission and vision with the drive for business results. for generating new relationships and servicing existing relationships within the region, strong analytical and consultative selling skills required.

  Key Responsibilities and Duties

  Act as CEO for relationship team and establish strategic approach to growing business

  Leverage analytics and financials to develop multi-year strategic plans across markets/institutions to grow the business and drive strategic outcomes. Instill P&L management discipline across team with help of leadership

  Accountable for retaining and deepening relationships with existing clients and consultants and delivering added value across the full suite of Nuveen products/solutions

  Know and promote the entire portfolio of products and services available through Nuveen and its affiliates to new and existing client accounts

  Connect Nuveen strategy to market opportunities, delighting existing clients with better products and services and capturing new market share

  Cultivate strong client relationships (brokers and consultancies as well as clients and members) for solid, long-term growth

  Instill strong sales competence, operational excellence and consistent practice management, and a long-term performance perspective across team; build capabilities to deliver true commercial impact

  Stay abreast of key market, industry and product trends

  Conduct with PSG analysis and research on competitive asset managers

  Conduct discovery work to review the opportunities within our client’s asset allocation, and review how our investment solutions may fit within their recommended allocations

  Educational Requirements

  University (Degree) PreferredWork Experience

  5+ Years Required; 7+ Years PreferredFINRA Registrations

  SRC Indicator: Series 7; Series 63; Series 65; Series 66Travel Requirements

  80% Roughly 80% travel for client meetings will be requiredPhysical Requirements

  Physical Requirements: Sedentary WorkCareer Level

  9IC

  Related Skills

  Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management

  Anticipated Posting End Date:

  2024-02-28

  Base Pay Range: $112,500/yr. - $255,000/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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

  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 (https://www.dol.gov/general/topics/posters) .

  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]

  Privacy Notices

  For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

  For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

  For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

  For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .

  For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .

  For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .

  For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .

  TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

  Privacy Notices

  For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

  For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

  For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

  For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .

  For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .

  For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .

  For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .

  Nondiscrimination & Equal Opportunity Employment

  TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

  EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-1688394514088.pdf)

  Pay Transparency

  Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)

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