Managing Director, Client Portfolio Manager (Municipals)

Nuveen is a global investment leader, managing an array of public and private assets for clients around the world and on behalf of our parent company TIAA, one of the world’s largest institutional investors, a highly-rated insurance company and a retirement provider with diverse expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure, farmland and forests to help make an enduring impact on our world. For more information, please visit www.nuveen.com

Nuveen’s industry leading Municipal Fixed Income team includes products and investment structures unmatched in the industry. The deep expertise of the portfolio managers is supported by the largest buy-side analyst team in market. The client portfolio manager (CPM) team provides support across both retail and institutional clients around the world, working hand in hand with both the portfolio managers and analysts.

The Municipal CPM job is responsible for supporting municipal strategies by explaining the investment philosophy, process, and performance of specific products to clients, prospects, consultants and investment intermediaries. Considered a recognized subject matter expert in municipal strategies, this job is responsible for supporting municipal strategies and selling to external clients as well as partnering with investment, product marketing and product development teams to support product marketing, development and enhancements.

Key Responsibilities and Duties

• Regularly meets with clients, prospects, and home office analysts to explain Nuveen’s investment philosophy, process and performance of specific products, serving as an expert in all municipal strategies that the organization manages
• Work and partner closely with Nuveen’s US Wealth Distribution channels in efforts to grow assets across a wide range of municipal products
• Lead client meetings in a consultative manner with an ability to respond to broad macro-based and account-level inquiries in a very thorough and detailed manner
• Participate in seminars for financial advisors and their clients to help educate investors about the municipal bond market and Nuveen’s municipal solutions
• Partner with various business groups in assessing and identifying market trends and resulting impacts to product lines, refining and developing messaging about municipals and the municipal market, and identifying sales opportunities
• Partner with various investment teams to monitor product performance and support product enhancements and marketing adjustments as it concerns the Nuveen municipal franchise
• ~ 40 to 60% in-market, travel oriented opportunity

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 …