Account Manager - Investment Specialist

2 days ago

🇺🇸 United States – Remote

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

+2 more states

🌽 Illinois – Remote 🗽 New York – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote

💵 $108.8k - $180k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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TIAA

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Retirement Plans • IRAs • Mutual Funds • Life Insurance • 529 college savings plans

10,000+ employees

Founded 1918

💸 Finance

Description

• Advises clients on the organization's prioritized products and capabilities. • Serves as the primary point of engagement with manager research and firm discretionary teams. • Identifies near term opportunities related to sponsor’s lineup. • Builds and maintains strong partnerships with key decision makers. • Coaches, reviews and delegates work to lower level account managers. • Travel expected to be 20-50% or as required.

Requirements

• 5+ years in a business development role for an asset manager or equivalent experience. • 7+ years of experience working with professional buyers preferred. • FINRA Series 7 & 63 (or combination of 63 & 65) to be obtained within 90 days of hire. • Bachelor's degree; CFA or CAIA preferred. • A strong combination of sales and analytical skills. • Significant knowledge of financial markets and investment discipline. • Excellent communication skills, both written and verbal. • Ability to profile clients. • Excellent planning, organization and time management skills.

Benefits

• Comprehensive Total Rewards package designed to make a positive difference in the lives of associates and their loved ones. • Superior retirement program. • Highly competitive health, wellness and work life offerings.