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Global Client Group, AVP Institutional Sales, Based in Sydney

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TIAA

1mo ago

  • Job
    Full-time
    Senior & Expert Level
  • Customer Relations
    Sales & Business Development
  • Sydney
  • Quick Apply

AI generated summary

  • You need strong knowledge of Australia's insurance and superannuation markets, institutional sales experience, a relevant qualification, and a solid network of decision-makers. Self-motivation is essential.
  • You will build client relationships, manage mandates, coordinate meetings, support strategic planning, utilize Salesforce, and drive pipeline generation across investment capabilities.

Requirements

  • Good understanding of the Australian insurance and superannuation markets including key industry trends and developments.
  • Familiarity with key regulatory, capital and accounting regimes impacting insurers and superannuation companies operating in the Australian market.
  • Demonstrable track record witinin institutional sales support.
  • Established network of key decision makers within Australia preferred.
  • Track record of building strong working partnerships and effectively managing client expectations.
  • Solid product and investment knowledge in Alternatives investing.
  • Salesforce proficiency preferred.
  • Relevant level 4 FCA recognised qualification essential e.g. IMC, CFA level 1, CAIA level 1 or CIIA.
  • Undergraduate and/or postgraduate degree preferable.
  • Self-motivated individual, with the ability to take ownership to ensure outcomes are achieved.

Responsibilities

  • Establish and maintain strong relationships with existing and prospective clients to broaden Nuveen’s institutional client base across Australia. This includes overseeing all institutional client requests and coordinating and leading periodic investment catch-ups with investors.
  • Ongoing maintenance of client list and associated mandates, including for example: fee terms and documentation of committed vs. called capital.
  • Partner with the Australia team to plan strategic roadshows for stakeholders in region, including providing preparation notes to support individual discussions.
  • Explore opportunities and drive pipeline generation across Nuveen’s investment capabilities, including attending conference and networking events.
  • Identify, coordinate and lead effective client meetings and engagement activity. Continue to build and develop existing client relationships.
  • Work collaboratively with stakeholders across Nuveen to progress business opportunities, including Product, Client Services, and Investment teams.
  • Use of Hearsay via Linkedin to promote Nuveen and its investment capabilities.
  • Business planning, strategy development and quarterly delivery of the Distribution section of the Australia Board papers.
  • Proficient use of Salesforce to capture client opportunities, client contacts, data room access requests, RFIs and DDQs.

FAQs

What is the location of the AVP Institutional Sales position?

The position is based in Sydney, Australia.

What are the primary responsibilities of the AVP Institutional Sales role?

The primary responsibilities include establishing and maintaining client relationships, coordinating client requests, planning strategic roadshows, driving pipeline generation, and collaborating with various stakeholders across Nuveen.

What qualifications are required for this role?

A relevant Level 4 FCA recognized qualification (e.g., IMC, CFA Level 1, CAIA Level 1, or CIIA) is essential, along with an undergraduate and/or postgraduate degree preference.

Is prior experience in institutional sales required?

Yes, a demonstrable track record within institutional sales support is required, as well as knowledge of the Australian insurance and superannuation markets.

Are there any specific technical skills required for this role?

Yes, candidates should have solid product and investment knowledge in Alternatives investing, proficiency in Salesforce, and familiarity with key regulatory frameworks impacting the insurance and superannuation industries in Australia.

Does this role require any regulatory designation?

No, this role requires no regulatory designation.

What competencies are essential for success in this position?

Essential competencies include excellent communication skills, delivering results, entrepreneurial thinking, formulating strategies, networking, and the ability to persuade and influence.

Is there any support for individuals with disabilities during the application process?

Yes, Nuveen offers support for those who need assistance with the online application process. Applicants can contact talentacquisition@nuveenglobal.com for accommodation during the selection process.

What is the company's commitment to diversity and inclusion?

Nuveen is committed to providing equal opportunity in all employment practices and believes in the right to a diverse and inclusive workplace.

What type of training can the successful candidate expect?

The successful candidate will receive training in product knowledge, processes and systems, relationship management, and other key skills essential for their role.

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TIAA

Helping those who help others retire with confidence has been our mission for 100+ years.

Finance
Industry
10,001+
Employees
1918
Founded Year

Mission & Purpose

TIAA (Teachers Insurance and Annuity Association) is a leading financial services organisation dedicated to serving individuals and institutions in the academic, research, medical, cultural, and nonprofit fields. With a focus on retirement services, investment management, and financial advice, TIAA helps clients achieve financial well-being and navigate their unique financial goals. TIAA's ultimate mission is to provide financial security and support for those who serve others, including teachers, researchers, and healthcare professionals. Their purpose is to empower individuals and institutions to make informed financial decisions, grow their assets, and create a more secure future. With a commitment to excellence, integrity, and customer-centricity, TIAA strives to be a trusted partner and help clients build a strong financial foundation throughout their lives.