Vice President, National Accounts Business Development Manager recruitment
The NABDM is responsible for driving the strategic needs of Nuveen’s internal National Accounts group forward as they establish, maintain and leverage key relationships at sponsor firms, as well as partner closely within Nuveen’s distribution partners (Sales, Marketing and Product) to maximize success in shelf-space procurement and rationalize distribution channels through analysis and valuation.
The NABDM role will reside in Chicago, reporting to the Head of National Accounts, and manage a team of individuals across both the Wirehouse and IBD channels within National Accounts. This individual is responsible for supporting the business planning initiatives of the team while maintaining internal strong relationships.
ESSENTIAL DUTIES AND RESPONSIBILITIES: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive.
* Oversee and lead the Business Development and Investment Analytical teams on development and execution of business plans relating to product placement and visibility, including identifying and facilitating product placement and select list opportunities.
* Serve as a key advisor within the National Accounts team and maintain a deep understanding and knowledge of Nuveen’s strategies in order to identify sponsor initiatives for the team, as well as align closely on home office initiatives e.g., marketing campaigns, sales connectivity, conference planning, etc.
* Ability to interpret complex data and disseminate firm intelligence to home office and wholesalers in order to further develop and strengthen Nuveen’s footprint at the sponsor firms.
* Ability to take ownership of the departmental budget and forecast, as well as generate monthly/quarterly CRM reports, pipeline analysis and ad hoc reporting projects as necessary.
* Maintain master conference schedule, as well as due diligence calendars, and coordinate with Nuveen affiliate investment teams and sponsor firm analysts as appropriate.
* Maintain, organize and archive all firm specific literature (profiles, performance reports, brochures, etc.).
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION / EXPERIENCE:
* Bachelor’s degree required; MBA highly preferred.
* 7 to 10 years plus of applicable work experience within an investment or mutual fund environment.
* Strong managerial/leadership experience with the ability to provide strategic direction both internally within a group setting as well as forge strong relationships with internal client facing business groups.
* Must have in-depth knowledge of retail mutual fund products; financial markets and competitive landscape; product performance and investment management philosophy, manager search and selection; knowledge of the separate account marketplace is a major plus.
COMMUNICATION SKILLS:
* Professional approach to work with service orientation including strong verbal and written communication skills.
* Strong work ethic, attention to detail and ability to work in collaborative, team-oriented environment.
* Ability to make decisions in a timely manner, sometimes with incomplete information and under tight deadlines and pressure; innovative thinker and creative problem solver.
* Strong mediation skills to facilitate a constructive approach to dealing with conflict.
* Effectively adapts to change; comfortable with complexity and ambiguity.
ANALYTICAL SKILLS:
* Self-starter with robust reasoning and logic skills.
* Strong MS Office applications.
LICENSES, REGISTRATION:
* Series 7 required (if expired: within three months of employment).
* Series 63 and 65 are required within six months of employment.