TIAA

Insurance Business Development Associate

TIAA$108K — $138K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of institutional capital raising experience; 5+ years preferred
  • University degree preferred
  • FINRA Series 7 & Series 63 registrations
  • Strong background in business development and client relationship management
  • Proficient in market research and competitive analysis

Responsibilities

  • Support senior managers in capital raising and client retention efforts
  • Develop analytics and intellectual capital for engaging with insurance companies
  • Maintain and analyze territory business plans for engagement opportunities
  • Create marketing and presentation materials for client meetings
  • Utilize Salesforce and S&P Capital IQ for analytics and reporting
  • Monitor industry trends and recommend best practices to the Insurance team
  • Collaborate with investment and marketing teams to leverage firm expertise

Benefits

  • Comprehensive Total Rewards package that supports associate well-being
  • Superior retirement program
  • Highly competitive health, wellness, and work-life offerings
  • Focus on physical, emotional, and financial well-being
Full Job Description
The Insurance Business Development Associate works closely with senior business development professionals and relationship managers, providing day to day support in their coverage of insurance companies across the U.S. This job has responsibility for representing all investment solutions (public and private fixed income, public and private equity, real estate, and real assets) across the Nuveen platform. The Associate is a vital part of Nuveen's Insurance team, directly involved with capital raising, relationship management and strategic projects to grow the business.

Key Responsibilities and Duties
  • Partner with senior business development and relationship managers to support capital raising and client retention initiatives
  • Create and contribute to development of intellectual capital and analytics for engagement with U.S. insurance companies
  • Assist with maintaining territory business plans and analyzing opportunities for engagement with insurance companies
  • Coordinate the production of marketing and meeting materials
  • Utilize applications such as Salesforce and S&P Capital IQ for meeting preparation, activity & pipeline capture, and to run competitive analysis of products.
  • Monitor industry trends and opportunities by reviewing industry publications, and contributes to overall Insurance team with sales and client service ideas, best practices and learned industry knowledge.
  • Work with resources across Nuveen (such as investment and marketing teams) to deliver the firm's expertise and capabilities to insurance companies

Educational Requirements
  • University (Degree) Preferred

Work Experience
  • 3+ Years Required; 5+ Years Preferred

FINRA Registrations
  • SRC Indicator: Series 7; Series 63

Physical Requirements
  • Physical Requirements: Sedentary Work


Career Level
7IC

Required Qualifications
  • 3+ years of institutional capital raising experience


Preferred
  • 5+ years of institutional capital raising experience


Related Skills

Business Development, Client Relationship Management, Collaboration, Drives for Results, Executive Presence, Influence, Market Research Competitive Analysis, Nuveen Products/Services Acumen, Practice Management Strategy, Sales

Anticipated Posting End Date:
2026-06-25

Base Pay Range: $108,000/yr - $138,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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.

About TIAA

TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance. The company is dedicated to helping those who teach, heal, and serve to achieve financial well-being. TIAA was founded in 1918 and headquartered in New York, United States.

TIAA Careers

Joining TIAA presents an unparalleled opportunity to become part of a team that prides itself on fostering a culture of growth, innovation, and leadership in the financial services industry. As a company deeply committed to the professional development and well-being of its employees, TIAA is where your career aspirations can take flight.

Work You’ll Do

At TIAA, we are dedicated to providing our employees with meaningful job opportunities that offer both challenges and rewards. We believe in nurturing the skills and talents of our team members through diverse career paths, leadership development programs, and continuous learning opportunities.

Explore Our Team

Become a part of a workforce that is as diverse as the clients we serve. At TIAA, we understand that unique perspectives lead to innovative ideas and better decision-making. Our inclusive culture supports diversity training, ensuring all team members can thrive.

Innovate with Us

TIAA is at the forefront of financial innovation. We encourage our employees to lead the way in developing new strategies and solutions that continue to redefine the industry. Our collaborative environment supports your ideas and fosters creativity at every level.

Grow Your Career

Whether you are looking for your first internship or a seasoned professional position, TIAA offers a range of employment opportunities to help you realize your potential. Take advantage of our comprehensive benefits package, competitive salaries, and programs designed to support your career growth.

Networking and Professional Development

Networking at TIAA goes beyond connecting with colleagues; it involves engaging with industry leaders and participating in high-impact mentoring programs. Our commitment to professional growth is evident through our robust training and development courses tailored to enhance your career journey.

Join Our Hiring Process

Embark on your career with TIAA through a straightforward hiring process. Start by exploring open positions that match your skills and interests on our Jobs page. Submit your resume, prepare for your interview, and let your journey of professional fulfillment begin.

Stay Connected

Keep up to date with the latest from TIAA Careers by signing up for job alert emails that provide insights into new positions and career opportunities. Our careers blog offers tips, industry-leading insights, and insider perspectives to help you stay ahead in your career.

TIAA: Empowering Professional Futures

At TIAA, we are not just offering jobs; we are building futures. We invite you to join our team and experience a career where your growth is our priority, and your potential is limitless.

Search TIAA Jobs

Discover the opportunities waiting for you at TIAA. Search for open positions that align with your career goals and apply today. Let’s innovate, lead, and grow together. [SEARCH TIAA JOBS] [READ CAREERS BLOG]
Learn more about TIAA
Size
17,000 employees
Industry

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