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This role involves partnering with high-net worth clients to develop customized financial plans, provide strategic investment advice, and enhance client relationships within Wealth Management.

The Relationship Manager II deepens client relationships by identifying sales opportunities and leading integrated teams to drive client outcomes in retirement planning and investment solutions.

The Wealth Advisor collaborates with clients to develop tailored financial plans, analyzes financial landscapes, and aims to grow the client base through referrals and investment strategies.

The role oversees coaching for wealth client-facing associates, enhancing skills in client engagement, solutions presentation, and collaboration with market leaders to boost wealth distribution success.

The Relationship Manager II advises clients on charitable gift planning, ensuring delivery of high-quality services and engagement through educational content and team collaboration.

Manage a defined territory to drive Nuveen product sales through consultative relationships with financial advisors across wire, independent and RIA channels. Use data analytics to identify opportunities, manage pipeline, cross-sell, convert prospects, collaborate with regional teams, attend industry events, and support broader wealth advisory campaigns.