Distribution Analyst at TIAA — Charlotte, NC

The Distribution Analyst is an entry level role within our sales organization, where you will have an opportunity to gain communication and organizational skills through proactive phone work and expense management. The role builds foundational blocks of how the asset management business operates and provides opportunities for growth and development.

Key Responsibilities and Duties

'50-70% responsible for scheduling appointments (in-person/virtual) for our sales teams:

• Proactive scheduling calls to existing clients and prospects, where good communication skills are a must. 18-25 appointment goal per week. Goal is to keep our sales team’s calendars full of appointment.
• Schedule appointments based on travel routes and focus lists, while keeping all shared notes and calendar invites. Requires strong organizational skills.
• Creative and strategic emails.
• Ability to work collaboratively in a team setting.

15-20% responsible for supporting designated sales teams with expense reports:

• Review and submit expense reports to Finance, where accuracy and timeliness are key.
• Process check requests for meeting reimbursement and charitable contributions.

5-10% other tasks:

• Order literature for upcoming meetings or as a follow-up to Financial Advisor meetings.
• Update meeting notes capture and update in the CRM (Salesforce).
• Coordinate and facilitate conference calls, compliance reviews, update weekly marketing packets.
• Aggregate team success stories, campaign feedback, seminars and COI event for reporting to leadership.
• Putting 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 Experience:

• Bachelor’s degree
• Financial Services experience is preferred
• SIE, Series 7 and Series 66 optional and encouraged to be obtained within the first 6 months of joining
• Excellent communication skills, both written and verbal

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:

2026-07-30

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Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

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