Enterprise RIA - Associate Relationship Manager

The Enterprise RIA Associate Relationship Manager serves as a critical bridge between the Enterprise RIA team and the broader distribution organization. This role is uniquely positioned at the intersection of strategic relationship management and internal sales enablement, responsible for deepening partnerships with our most significant RIA firms while simultaneously embedding Enterprise into the daily rhythm of pod activity. The Enterprise RIA ARM ensures that IACs, ACs, and Market Leaders have the knowledge, tools, and support they need to engage confidently and effectively with Enterprise RIA clients — making it easier for pods to consult, convert, and grow within our top-tier firms. This is not a passive support role. The Enterprise RIA ARM is a proactive, creative, and entrepreneurial contributor who identifies opportunities to integrate Enterprise priorities into pod workflows, campaigns, and pipeline conversations, driving measurable activity and business outcomes across the channel. Key Responsibilities And Duties Strategic Partnership Support The Enterprise RIA ARM partners closely with lead Account Managers and Relationship Manager to support the strategic plan at top-tier Enterprise RIA firms. This includes coordinating conference and webinar planning, managing client communications, overseeing meeting preparation and follow-up, and ensuring that recurring deliverables are executed with consistency and quality. The ARM develops and maintains a deep understanding of partner firm platforms, operational processes, and decision-making structures to anticipate needs and respond with agility. Pod Engagement and Enablement A defining feature of this role is the ability to activate and align the internal pod structure — IACs, ACs, and Market Leaders — around Enterprise RIA opportunities. The Enterprise RIA ARM leads regular touchpoints with pods to share firm-specific intelligence, highlight priority opportunities, and translate Enterprise‑level strategy into actionable outreach and follow‑up for the desk. By serving as the connective tissue between Enterprise and the pods, this role ensures that advisors within Enterprise RIA firms receive a consistent, informed, and high‑quality experience at every point of contact. Business Development and Pipeline Management The Enterprise RIA ARM engages actively on business development by establishing clear goals and objectives in partnership with Relationship Management and Investment Specialist teams. This includes managing pipeline targets, supporting business retention efforts, and identifying creative ways to bring Enterprise initiatives into pod campaigns, blitzes, and territory management plans. The ARM profiles Enterprise RIA firms and their affiliated advisors, maintains a thorough understanding of the sales process, and documents all activity accurately within Salesforce CRM to ensure pipeline visibility and accountability. Client Servicing and Internal Liaison Working directly alongside the Investment Specialist team, the Enterprise RIA ARM provides hands‑on client servicing support across marketing materials, agreements, operations, RFIs, and client communications. The ARM acts as a reliable liaison for internal inquiries, connecting the dots across distribution, marketing, investment teams, and the client experience team to deliver seamless service. The ability to obtain timely, accurate responses to ad‑hoc client inquiries depends on the ARM maintaining a comprehensive and current knowledge base of Nuveen's product offerings and firm structure. Market Knowledge and Product Fluency The Enterprise RIA ARM stays current with portfolio developments, financial market trends, and the full Nuveen product suite — including mutual funds, separately managed accounts, ETFs, closed‑end funds, and alternative structures such as non‑traded REITs and BDCs. This fluency enables the ARM to speak credibly with both pod members and Enterprise RIA partners, supporting education, promotion, and consultative dialogue across the product spectrum. Relationship Development The Enterprise RIA ARM cultivates professional relationships with both internal stakeholders and external partners, approaching every interaction with a customer service orientation and entrepreneurial mindset. The ARM understands the unique needs of each Enterprise RIA firm and the advisors within them, positioning Nuveen's capabilities as relevant and differentiated solutions. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Required Experience Minimum two years in financial services, with demonstrated experience in a sales, relationship management, or distribution support capacity Series 7 and 66 (or 63 and 65) licensed Experience supporting or collaborating with internal sales teams, including inside wholesalers or advisor‑facing roles Proficiency in Microsoft 365 and Salesforce CRM Preferred Experience 3+ years in financial services, specifically within distribution, business development, or RIA channel support Familiarity with the Enterprise or RIA channel, including an understanding of how large RIA firms operate, make platform decisions, and engage with asset managers Strong working knowledge of mutual funds, SMAs, ETFs, and alternative product structures Proven ability to manage competing priorities, meet deadlines, and operate independently in a fast‑paced environment Experience participating in or supporting outbound calling campaigns, advisor profiling, and territory management planning Excellent verbal and written communication skills with the ability to present information clearly to both internal and external audiences Collaborative team player who actively shares best practices and contributes to a strong team culture Periodic travel expected as the channel grows, approximately 25% 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: 2026-08-06 _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market‑leading retirement company fueled by world‑class asset management. But we’re not just another legacy financial services firm. We’re fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we’re on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow’s challenges. We equip our associates with future‑focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in‑office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen’s entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients’ lives grows stronger. 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. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. 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: View phone number on click.appcast.io Email: View email address on click.appcast.io Drug and Smoking Policy TIAA maintains a drug‑free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here. , Preferred Experience 3+ years in financial services, specifically within distribution, business development, or RIA channel support Familiarity with the Enterprise or RIA channel, including an understanding of how large RIA firms operate, make platform decisions, and engage with asset managers Strong working knowledge of mutual funds, SMAs, ETFs, and alternative product structures Proven ability to manage competing priorities, meet deadlines, and operate independently in a fast‑paced environment Experience participating in or supporting outbound calling campaigns, advisor profiling, and territory management planning Excellent verbal and written communication skills with the ability to present information clearly to both internal and external audiences Collaborative team player who actively shares best practices and contributes to a strong team culture Periodic travel expected as the channel grows, approximately 25% #J-18808-Ljbffr TIAA