Distribution analyst

The Distribution Analyst works within the sales function of the organization to gain communication and organizational skills through proactive phone work and expense management. This job learns and builds the foundational blocks of how the asset management business operates and is provided with opportunities for growth and development.

Key Responsibilities And Duties

• Schedules calls to existing clients and prospects in a proactive manner.
• Schedules appointments based on travel routes and focus lists, while keeping all shared notes and calendar invites organized and accessible.
• Reviews and submits expense reports to Finance, where accuracy and timeliness are key.
• Processes check requests for meeting reimbursement and charitable contributions.
• Orders literature for upcoming meetings or as a follow-up to Financial Advisor meetings.
• Updates meeting notes capture and updates in the customer relationship management system.
• Coordinates and facilitates conference calls, compliance reviews and updates weekly marketing packets.
• Aggregates team success stories, campaign feedback, seminars and COI event for reporting to leadership.
• Puts 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
  
  

Career Level

3IC

Preferred Qualifications:

• 2+ years in Financial Services experience.
• Interest in obtaining FINRA licensing.
• Prior Financial Services internship experience.
  
  

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

Anticipated Posting End Date:

2025-09-16

Base Pay Range: $23.80/hr - $33.99/hr

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).

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Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit to learn more about us.

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.

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: (800) 842-2755

Email: [email protected]

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

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Preferred Qualifications:

• 2+ years in Financial Services experience.
• Interest in obtaining FINRA licensing.
• Prior Financial Services internship experience.