Nuveen is seeking an experienced business development professional to drive new client acquisition and retention among insurance companies with balance sheets of $2 billion and below. In this role, you'll engage senior stakeholders at target insurance companies and act as a consultative partner, bringing the full breadth of Nuveen's investment capabilities to the table, including public and private fixed income, public and private equity, real estate, and real assets. You'll own the relationship from first conversation through onboarding and beyond, serving as the ongoing point of contact as clients grow with the firm. This role requires approximately 50% travel.
Key Responsibilities and Duties- Lead a consultative, top-down distribution approach tailored to U.S. insurers, drawing on expertise from across Nuveen's investment platform
- Position Nuveen as a holistic partner rather than a single-product provider, tailoring the pitch to each stakeholder's priorities
- Translate complex insurance investment structures, regulatory considerations, and capital treatment into clear, actionable guidance for clients
- Bring deep fixed income expertise to every client conversation
- Partner closely with portfolio managers and insurance distribution colleagues across the U.S. and globally to deliver a coordinated client experience
- Guide new clients through onboarding to ensure a smooth start to the relationship
- Anticipate client needs and engage proactively to consistently exceed service expectations
Educational Requirements- University (Degree) Preferred
Work Experience- 5+ Years Required; 7+ Years Preferred
FINRA Registrations- SRC Indicator: Series 7; Series 63
Physical Requirements- Physical Requirements: Sedentary Work
Career Level8IC
Required Requirements - 5+ years of experience in insurance investment management, business development, or as an insurance company asset owner
- A track record of building relationships, developing a strong pipeline, and closing new business
- Working knowledge of Nuveen's products, services, and capital markets capabilities - or the ability to build this knowledge quickly
- Bachelor's degree
- FINRA Series 7 and Series 63 (or ability to obtain within 90 days of hire)
- Travel : Approximately 50%
Preferred Requirements- 7+ years of experience in insurance investment management, business development, or as an insurance company asset owner
- Demonstrated success distributing fixed income to insurance companies
- MBA and/or CFA designation
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:2026-09-14
Base Pay Range: $144,000/yr - $193,000/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 RewardsThe 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.
