About this role
Global Wealth, Consultant Relations, Based in Chicago at Tiaa. Location: Chicago or San Francisco. Role: developing relationships, driving mandates, preparing reports Requirements: Experienced professional with deep consultant relationships, knowledge of financial markets and alternatives, ability to influence consultant recommendations, strong analytical and communication skills; IMC or CFA Level 1 preferred. Category: Sales Seniority: Senior Level Tools: Nuveen’s CRM systems Certifications: imc, cfa level 1 Commitment: Full Time Workplace: Hybrid Languages: English