Head of Income Partner Sales Alliance

The primary responsibility of the Head of Income Alliance Partner Sales is to identify, negotiate, develop and grow profitable relationships with strategic Income Alliance Partners – driving sales and revenue of lifetime income products by collaborating on joint GTM sales & marketing plans, delivering Income Alliance Partner enablement programs, jointly advancing new client opportunities to successful close, and leveraging networks to achieve mutual goals with Income Alliance Partners. Alliance Partners will include competing asset managers, managed account providers, and other firms where Nuveen/TIAA can build a successful strategic product partnership around lifetime income.

For this senior role, Nuveen seeks a Sales Leader with a reputation for building trusted relationships, excellent communication & negotiation skills, ability to bring together capabilities of the entire firm to best serve clients and possess a bias for actions that lead to outcomes.

Key Responsibilities and Duties

• Identify, prospect, and close alliance partnerships with firms that align with NRI strategic goals.  Evaluate their market reach, scale and capabilities, and lead negotiations to establish mutually beneficial partnerships. 
• Build and maintain strong relationships with key decision-makers at partner companies, fostering trust and collaboration to maximize joint sales opportunities. 
• Develop and implement a comprehensive firm by firm Income Alliance Partner sales plan, including joint go-to-market plans, sales enablement programs, and co-marketing initiatives to drive pipeline generation, cap raise, and revenue growth. 
• Effectively manage the sales plan annually to meet the goals of both the assigned firm and the overall DCIO business unit.
• Collaborate with partner sales teams to develop and execute joint sales & marketing strategies, including co-marketing campaigns, lead generation initiatives, client facing materials and shared sales collateral. 
• Provide training and support to partner sales teams on SIA (annuity) product knowledge, marketing assets, sales processes, and best practices to maximize sales effectiveness and overall performance.
• Manage partner deal registration processes, ensuring accurate attribution and conflict resolution within the channel. 
• Monitor partner sales performance, identify areas for improvement, and report on key metrics to stakeholders. 
• Work closely with existing NRI channel leads, Nuveen Wealth and Institutional distribution teams, as well as TIAA/Nuveen partners to ensure alignment and seamless execution of Income Alliance partner plans.
• Stay abreast of industry trends and competitor activity to identify new partnership opportunities and adapt strategies accordingly. 
• Leverage broader TIAA-Nuveen resources as needed (e.g., Investments, Product Specialists, etc.).
• Provide input in the development of U.S. DCIO business strategy, marketing materials, and firm positioning efforts.
• In collaboration with Internal Sales Desk Manager, mentor and ensure internal sales associate activities are aligned with Strategic Accounts plan.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63

Career Level
9PL

Position: Head of Income Alliance Partner Sales (Managing Director)

Reports to: Head of Nuveen Retirement Investing

Location: New York, NY; Boston, MA; Chicago, IL; Charlotte, NC

Nuveen, as the asset manager of TIAA, has been one of the fastest growing firms in the defined contribution market with top performing target date funds and industry leading in-plan annuity embedded retirement solutions. To advance our firm’s growth strategy, Nuveen Retirement Investing (NRI) seeks an individual to execute a critical component of our lifetime income sales strategy by cultivating and managing relationships with Income Alliance Partners to drive significant revenue growth. This leader will be responsible for sales across Income Alliance Partners in tight coordination with existing NRI distribution channels.

The primary responsibility of the Head of Income Alliance Partner Sales is to identify, negotiate, develop and grow profitable relationships with strategic Income Alliance Partners – driving sales and revenue of lifetime income products by collaborating on joint GTM sales & marketing plans, delivering Income Alliance Partner enablement programs, jointly advancing new client opportunities to successful close, and leveraging networks to achieve mutual goals with Income Alliance Partners. Alliance Partners will include competing asset managers, managed account providers, and other firms where Nuveen/TIAA can build a successful strategic product partnership around lifetime income.

For this senior role, Nuveen seeks a Sales Leader with a reputation for building trusted relationships, excellent communication & negotiation skills, ability to bring together capabilities of the entire firm to best serve clients, and possess a bias for actions that lead to outcomes.

Key Responsibilities

• Identify, prospect, and close alliance partnerships with firms that align with NRI strategic goals.  Evaluate their market reach, scale and capabilities, and lead negotiations to establish mutually beneficial partnerships. 
• Build and maintain strong relationships with key decision-makers at partner companies, fostering trust and collaboration to maximize joint sales opportunities. 
• Develop and implement a comprehensive firm by firm Income Alliance Partner sales plan, including joint go-to-market plans, sales enablement programs, and co-marketing initiatives to drive pipeline generation, cap raise, and revenue growth. 
• Effectively manage the sales plan annually to meet the goals of both the assigned firm and the overall DCIO business unit.
• Collaborate with partner sales teams to develop and execute joint sales & marketing strategies, including co-marketing campaigns, lead generation initiatives, client facing materials and shared sales collateral. 
• Provide training and support to partner sales teams on SIA (annuity) product knowledge, marketing assets, sales processes, and best practices to maximize sales effectiveness and overall performance.
• Manage partner deal registration processes, ensuring accurate attribution and conflict resolution within the channel. 
• Monitor partner sales performance, identify areas for improvement, and report on key metrics to stakeholders. 
• Work closely with existing NRI channel leads, Nuveen Wealth and Institutional distribution teams, as well as TIAA/Nuveen partners to ensure alignment and seamless execution of Income Alliance partner plans.
• Stay abreast of industry trends and competitor activity to identify new partnership opportunities and adapt strategies accordingly. 
• Leverage broader TIAA-Nuveen resources as needed (e.g., Investments, Product Specialists, etc.).
• Provide input in the development of U.S. DCIO business strategy, marketing materials, and firm positioning efforts.
• In collaboration with Internal Sales Desk Manager, mentor and ensure internal sales associate activities are aligned with Strategic Accounts plan.

Qualifications

• 10+ years of DCIO sales, or national account sales within DCIO market
• Bachelors degree required; MBA and/or CFA is a plus
• Deep knowledge of DC and/or DCIO industry trends with emphasis on advanced understanding of target date products (features, design, competitive landscape, etc.)
• Able to travel up to 60% per work week
• Enhanced problem solving and analytical abilities, and familiarity with investment strategies and concepts
• Excellent oral, written, and one-on-one and group presentation skills
• Informed and conversant across a broad range of current and emerging topics in the DC/DCIO space
• Demonstrated strength building client-focused relationships
• Current FINRA Series 7 and Series 63 required
• Life and Health License (may be attained in role)

Related SkillsBusiness Development, Client Relationship Management, Influence, Market Research Competitive Analysis, Nuveen Products/Services Acumen, Practice Management Strategy, Relationship Management, Retirement Planning Selling, Sales, Strategic Planning

Anticipated Posting End Date:

2025-07-04Base Pay Range: $137,800/yr - $229,600/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). 

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Company Overview

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com

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.

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