TIAA
Enterprise RIA - Associate Relationship Manager
Chicago, IL, USA
Sponsorship not specifiedDetected 1 day ago
AccessibilitySalesforceCRMSalesBusiness DevelopmentPipeline ManagementOutbound SalesCustomer SupportCommunicationCollaboration
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34Risky
Cap-exempt (no lottery)0
Sponsors this role70
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- The Enterprise RIA Associate Relationship Manager serves as a critical bridge between the Enterprise RIA team and the broader distribution organization.
- 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.
Responsibilities
- 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.
- 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.
- 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.
- 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.
Requirements
- Experience supporting or collaborating with internal sales teams, including inside wholesalers or advisor-facing roles
- Proficiency in Microsoft 365 and Salesforce CRM
- 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
- 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
- Required Experience
- For more than 100 years, TIAA has delivered it for millions of people.
Nice to have
- 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.
- 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.
- 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 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.
- 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.
- University (Degree) Preferred
- 2+ Years Required
- 3+ Years Preferred
Benefits
- 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.
- To learn more about your benefits, please review our Benefits Summary.
- 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.
Company info
- Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management.
- 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.
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.
This listing is sourced directly from TIAA's careers page and normalized into a canonical job model.