At a Glance
- Tasks: Support the UK sales team by researching market trends and managing client communications.
- Company: Join Nuveen, a leading asset management firm with a collaborative culture.
- Benefits: Gain valuable experience in a dynamic environment with opportunities for growth.
- Other info: Perfect for self-motivated individuals looking to build relationships globally.
- Why this job: Be part of a team that drives impactful client experiences and business success.
- Qualifications: Strong communication skills and proficiency in MS Office are essential.
The predicted salary is between 35000 - 45000 £ per year.
Given the growth of the UK business, an opportunity has arisen for a Sales Associate to support the UK distribution team within Nuveen’s Institutional sales team. As the team expands, this is an excellent opportunity to work in a collegiate environment to help drive sales and deliver a purposeful client experience.
Key Responsibilities
- Understand current and new client relationships, their asset allocation preferences and assist the sales team with upcoming trends and investment behaviours through market research via industry databases (Mandatewire, pensionfundsonline, Preqin).
- Support sales and consultant leads with meeting preparation for external clients, collating background information on previous meetings and prospect/client information.
- Oversee the coordination of key meetings and events with clients and prospects, attending relevant meetings.
- Support client and consultant requests and manage client communications efforts, where necessary.
- Coordinate the Request for Proposal process, working with investment affiliates to cover breadth of investment products and solutions.
- Maintain and improve client/internal information in CRM tool (Salesforce) and across various databases and systems.
- Proactively identify new business opportunities and stay abreast of incumbent manager searches.
- Develop strong internal relationships with portfolio managers, product specialists and other teams globally to enhance delivery of our services to clients.
- Assist with the preparation of business planning and strategy materials to communicate our UK distribution plan internally.
- Create and maintain prospect and consultant information instrumental to the success of the team.
- Standard reporting and data management across the business channels and management.
- Work closely with the marketing team on client events and social media, and new product initiatives.
- Pro‑actively suggest improvements to processes and systems.
Qualifications, Skills and Competencies
- Excellent communicator (written and verbal) with strong interpersonal skills.
- Strong skills in MS Office product suite (Excel, Word, PowerPoint).
- Professional and industrious attitude, possessing energy and confidence to complete projects with limited supervision.
- Ability to work independently and in a team‑based environment.
- Take initiative and develop solutions for solving problems.
- Interact and communicate confidently and effectively with all levels of management, including executive management of the firm, as well as external clients.
- Ability to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detail.
- Utilize qualitative and quantitative tools to analyse, synthesize and interpret information, and communicate it clearly and succinctly.
- Coordinate various data and information into effective messaging that resonates with internal and external clients.
- Possess a partnership mind‑set and engage with teams across the firm.
- Self‑motivated, team player with strong work ethic.
- Ability to build relationships across global teams.
- Asset management background preferred.
This role does not require a regulated designation.
Global Institutional, Sales Support Associate, Based in London employer: Nuveen
Nuveen is an exceptional employer that fosters a collaborative and supportive work culture, particularly for the Global Institutional Sales Support Associate role based in London. Employees benefit from comprehensive professional development opportunities, a dynamic team environment, and the chance to engage with industry-leading experts, all while contributing to meaningful client experiences in a growing market.
