About Global Client Group
The Global Client Group (GCG) covers Distribution, Consultant Relations, Relationship Management, Global Client Services, and Learning & Development, and aims to deliver a 'One Nuveen' experience to our global client base. The GCG is focused on establishing new relationships within the Institutional and Wealth channels while deepening relationships with existing clients. Nuveen targets the largest sources of investment capital around the world. Our teams are global, with in-market presence in the Americas, Europe, and Asia Pacific regions.
About Global Client Services
Global Client Services (GCS) covers Client Services, Private Fund Services, Shareholder Services, Client Transitions, Client Reporting, New Business & Retention Services (a.k.a. RFP), and Business Transformation, and is involved in nearly every facet of the client life cycle. The GCS strategy is to build a global, scalable client service and content delivery platform to keep pace with the growth of the business, to drive better win and retention rates, provide timely and built-for-purpose client and regulatory reporting, and deliver a seamless client experience.
Position Summary
Nuveen is in the early stages of establishing its Global Wealth/Retail business, building on its market-leading brand in the US market. The Vice President, Wealth Client Services position is a critical part of the building process, and is responsible for partnering with Distribution, Product, Technology, Operations, Legal/Compliance and Investments to implement scalable EMEA Wealth servicing capabilities and deliver an exceptional client experience to support Nuveen's growth aspirations in the channel.
Primary Responsibilities
Play a lead role in onboarding new distribution partners, inclusive of FinTech platform, including negotiation and execution of distribution agreements in partnership with Product and Distribution
Engage and manage relationships with platform providers such as All Funds to ensure Nuveen funds are represented and accessible to interested prospects and clients
Manage inbound client requests and work with Distribution to satisfy all client queries
Understand dynamics between Nuveen and its Transfer Agent, develop deep operational and technical knowledge of the associated processes, and manage any escalations as necessary (e.g., account opening escalation from an advisor)
Represent Nuveen's UCITS platform and associated data across external (e.g., Bloomberg, Lipper, FundInfo, Morningstar) and internal (e.g., RFP) databases
Work with Product and Legal/Compliance to understand the evolving regulatory environment and its impact on Nuveen's EMEA Wealth business, and manage related projects and communications (internal and external)
Identify opportunities to improve the client servicing and data management processes and partner with Business Transformation to drive implementation
Support Distribution and Product teams where necessary with marketing and regulatory documentation
Over time, build a wealth client servicing team to support continued growth and provide in-country servicing.
Experience/Capabilities
Minimum of 8 years of experience in the investment management industry
Experience in EMEA wealth/wholesale/retail distribution or client service and a strong operational mindset and approach
Excellent end-to-end generalist problem solving skills and ability to identify and analyze issues; ability to think/plan strategically and act tactically
Deep sense of accountability and strong interest in building a function from the ground-up
Collaborative engagement style and ability to communicate effectively with stakeholders at all levels and across the region
Strong internal and external client service orientation
Sharp attention to detail
Italian, German and/or French language skills a plus
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Company Overview
Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, listed equities and alternatives.Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future.For more information about the firm please visit our website at
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