Nordic Sales Support Specialist with Asset Management Expertise
1 month ago
About the Role
We are seeking a highly motivated and experienced Nordic Sales Support Specialist to join our Global Client Group in Copenhagen. This role offers an exciting opportunity to work with institutional investors, investment advisors, and platforms, supporting the Nordic distribution team.
Key Responsibilities
- Proactively identify new business opportunities and stay up-to-date on incumbent manager searches;
- Understand current and new client relationships, their asset allocation preferences, and assist sales teams with upcoming trends and investment behaviors through market research via industry databases;
- Support sales leads with meeting preparation for external clients (collating background information on previous meetings and prospect/client information) and help prepare presentations;
- Update information following client meetings, including documenting notes into CRM tools (Salesforce) and acting on follow-ups;
- Coordinate key meetings/events with clients and prospects, attending relevant meetings/conferences;
- Respond to client requests and manage client communications efforts, where necessary;
- Coordinate the Request for Proposal process, working with investment affiliates to cover a breadth of investment products and solutions;
- Oversee the on-boarding and oversight of new clients through due diligence and AML processes;
- Maintain client/internal information in CRM tools (Salesforce) and across various databases/systems;
- Develop strong internal relationships with portfolio managers, product specialists, and other teams globally to enhance delivery of services to clients;
- Assist with business planning material to communicate our Nordic distribution strategy internally;
- Support the team on minor office administration work;
- Standard reporting and ad-hoc support responsibilities across business channels and management;
- Work closely with the marketing team on new product launch initiatives, client events, and communications.
Qualifications, Skills, and Competencies
- Asset management background preferred;
- Relevant academic and/or professional qualifications (e.g., CFA, CAIA) advantageous;
- Nordic language skills essential, with a preference for Danish and/or Norwegian;
- Excellent communicator (written and verbal) with all levels of management, including executive management of the firm, as well as external clients;
- Proficiency in MS Office product suite (Excel, Word, PowerPoint) required;
- Professional and industrious attitude, possessing energy and confidence to complete projects with limited supervision;
- Ability to work independently and in a team-based environment with the ability to build strong relationships across the global team;
- Take initiative and develop creative solutions for solving problems;
- Ability to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detail;
- Utilize qualitative and quantitative tools to analyze, synthesize, and interpret information, and communicate it clearly and succinctly with internal and external clients;
- Possess a partnership mindset and engage with teams across the firm.
Salary and Benefits
The estimated salary range for this position is between €45,000 - €65,000 per annum, depending on experience and qualifications.
Company Overview
TIAA is a leading global asset manager with specialist knowledge across a wide array of asset classes, including fixed income, listed equities, and alternatives. We strive to provide outcome-focused solutions to our clients to help them secure their financial future.
Accessibility Support
TIAA offers support for individuals who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including those with disabilities.
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