Distribution Analyst

Distribution Analyst

The Distribution Analyst is an entry level role within our sales organization, where you will have an opportunity to gain communication and organizational skills through proactive phone work and expense management. The role builds foundational blocks of how the asset management business operates and provides opportunities for growth and development.

Key Responsibilities and Duties

'50-70% responsible for scheduling appointments (in-person/virtual) for our sales teams:

• Proactive scheduling calls to existing clients and prospects, where good communication skills are a must. 18-25 appointment goal per week. Goal is to keep our sales team's calendars full of appointment.
• Schedule appointments based on travel routes and focus lists, while keeping all shared notes and calendar invites. Requires strong organizational skills.
• Creative and strategic emails.
• Ability to work collaboratively in a team setting.

15-20% responsible for supporting designated sales teams with expense reports:

• Review and submit expense reports to Finance, where accuracy and timeliness are key.
• Process check requests for meeting reimbursement and charitable contributions.

5-10% other tasks:

• Order literature for upcoming meetings or as a follow-up to Financial Advisor meetings.
• Update meeting notes capture and update in the CRM (Salesforce).
• Coordinate and facilitate conference calls, compliance reviews, update weekly marketing packets.
• Aggregate team success stories, campaign feedback, seminars and COI event for reporting to leadership.
• Putting CUSIPs/par amounts or MF tickers into Excel for muni/matrix reviews.

Educational Requirements

• Bachelor's Degree Preferred

Work Experience

• No Experience Required; 2+ Years Preferred

FINRA Registrations

• SRC Indicator: NRF

Physical Requirements

• Physical Requirements: Sedentary Work

Preferred Experience:

• Bachelor's degree
• Financial Services experience is preferred
• SIE, Series 7 and Series 66 optional and encouraged to be obtained within the first 6 months of joining
• Excellent communication skills, both written and verbal

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

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 we're 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 pathwaysbecause 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.