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Added 2 days ago
Research Business Development Lead, Defence & Sovereignty
University of Alberta
Edmonton, AB
Full-time
…defence sector for the Faculty of Engineering. Reporting to the Associate Dean (Infrastructure and Centers) and under the daily tactical guidance of the Director, Research Business…
Added 2 days ago
Associate, Corporate Banking
CIBC
Toronto, ON
Full-time
Corporate Banking is seeking a high-performing Associate to join a dynamic team supporting both Strategic Initiatives and Balance Sheet & Credit Portfolio Optimization. Reporting jointly to…
Added 6 days ago
Associate, Marketing Governance – TDAM Global Regulatory & Policy Governance
TD
Toronto, ON · Montreal, QC
Full-time
The Associate, Marketing Governance, will join TDAM Global Regulatory & Policy Governance (RPG) and report to the VP & Director, Marketing Governance. RPG is part of TDAM's first line under…
Added 8 days ago
Manager, Business Development
International Business University
Toronto, ON
Reporting to: Associate Director, Student Recruitment
Added 10 days ago
Associate Director, Business Services
Okanagan College
Kelowna, BC
Under limited direction from the Director, Ancillary & Business Services, the Associate Director, Business Services provides strategic leadership, operational management, and financial…
Added 9 days ago
Associate Director, Balance Sheet Management, Insurance
National Bank of Canada
Montreal, QC
Full-time
As an Associate Director, you will contribute to the development and execution of balance sheet management strategies and institutional solutions.
Added 11 days ago
Associate Director, Governance and Strategic Initiatives (GSI)
RBC
Toronto, ON
Full-time
As an integral member of the Global Capital Markets Compliance Governance and Strategic Initiatives (“GSI”) team, the Associate Director helps support the Global and Regional Capital…
Added 11 days ago
Associate, Markets & Liquidity
BCI
Vancouver, BC · Victoria, BC · CA Victoria
Full-time
Reporting to the Director, Markets and Liquidity, the Associate supports BCI’s exchange-traded and OTC derivatives book across all asset classes and clients, spanning trade capture and…
Added 10 days ago
Associate, Markets & Liquidity
BCI
Victoria, BC
$110,000 to $130,000 CAD / year
Full-time
Reporting to the Director, Markets and Liquidity, the Associate supports BCI’s exchange-traded and OTC derivatives book across all asset classes and clients, spanning trade capture and…
Added 10 days ago
Associate, Markets & Liquidity
BCI
Vancouver, BC
$110,000 to $130,000 CAD / year
Full-time
Reporting to the Director, Markets and Liquidity, the Associate supports BCI’s exchange-traded and OTC derivatives book across all asset classes and clients, spanning trade capture and…
Added 11 days ago
Associate Director, Governance and Strategic Initiatives (GSI)
Royal Bank of Canada
Toronto, ON
Full-time
As an integral member of the Global Capital Markets Compliance Governance and Strategic Initiatives (“GSI”) team, the Associate Director helps support the Global and Regional Capital…
Added 11 days ago
Manager, Business Development
International Business University
Toronto, ON
Full-time
Reporting to: Associate Director, Student Recruitment
Added 13 days ago
Project Manager, Construction
Canadian Tire Corporation
Toronto, ON
Full-time
The Project Manager, Construction reports to the Director of Construction Mark’s and SportChek, as part of a high energy and motivated internal team, who will guide a team of consultants,…
Added 13 days ago
Executive Associate to the Managing Director
Garrington Private Credit
Toronto, ON
Full-time
The Executive Associate to the Managing Director is a high-visibility role that reports directly to the Managing Director and works in close partnership with them on the firm's capital…
Added 17 days ago
Executive Associate to the Managing Director
Garrington Group
Toronto, ON · North York, Ontario
Full-time
The Executive Associate to the Managing Director is a high-visibility role that reports directly to the Managing Director and works in close partnership with them on the firm's capital…
Added 18 days ago
Managing Director, Faculty Development
Western University
London, ON
Full-time
Reporting to the Associate Vice President, Development, the Managing Director will provide strategic and operational leadership for faculty-based fundraising programs. Working in…
Added 1 month ago
Business Development Associate
Monex Global
Toronto, ON
Full-time
The Business Development Associate is responsible for driving new business growth within the Canadian market, identifying and onboarding corporate and institutional clients, and building…
Added 1 month ago
Associate Director, Philanthropy
SickKids Foundation
Toronto, ON
Full-time
We’re committed to attracting and retaining passionate individuals to help create a healthier future. That’s why SickKids Foundation is looking for a new Associate Director, Philanthropy.
Added 1 month ago
Associate Director, Corporate Debt
Fiera Capital
Toronto, ON · Montreal, QC
Full-time
As the Private Debts’ platform continues to expand, the Corporate Debt team is seeking to add a Associate Director, Corporate Debt, dedicated to expanding investor awareness of the PD…
Added 1 month ago
Business Development Associate
Monex USA
Toronto, ON
Full-time
The Business Development Associate is responsible for driving new business growth within the Canadian market, identifying and onboarding corporate and institutional clients, and building…
Added 1 month ago
Associate, Intl Business Development
TIAA
Canada - Virtual
Full-time
The Institutional Sales Associate provides critical operational, analytical, and relationship-support capacity to the Canadian Institutional Sales team, enabling the Managing Director, to…
Added 1 month ago
Head of Sales
Monex Global
Toronto, ON
Full-time
Lead, mentor, and manage the Sales Executives, Director of Strategic Sales and Business Development Associate (BDA) team, providing guidance and support to achieve sales targets.
Added 1 month ago
Business Development Associate
Monex Global
Vancouver, BC
Full-time
The Business Development Associate is responsible for driving new business growth within the Canadian market, identifying and onboarding corporate and institutional clients, and building…
Added 1 month ago
Client Account Lead - Global Asset Management
Avanade
Toronto, ON
Full-time
Ensure alignment across sales, solutioning, and delivery teams to drive predictable outcomes
Added 1 month ago
Director, Private Capital Markets
Equiton
Burlington, ON
Full-time
As a Director, Private Capital Markets, you will build and expand a portfolio of individual investors, providing access to private real estate opportunities traditionally reserved for…

TIAA

Associate, Intl Business Development

Canada - Virtual, Canada

Job type: Full-time
Apply by: Oct 30, 2026
Education: Bachelor’s degree
Posting language: English
Posted: Aug 24, 2026

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Original job description

The Institutional Sales Associate provides critical operational, analytical, and relationship-support capacity to the Canadian Institutional Sales team, enabling the Managing Director, to focus on client-facing activity across the full spectrum of Canadian institutional investors, including major pension plans, insurance companies, investment consultants, sub-advisory partners, and Indigenous trusts. This role combines CRM and pipeline management, meeting preparation, competitive and market research, and direct relationship-building responsibility for a defined segment of smaller institutional accounts. It is well suited to a motivated, detail-oriented professional seeking a pathway toward a Vice President-level institutional sales career.

Key Responsibilities and Duties

Sales Operations & Pipeline Management

Maintain accurate and current CRM records across all Canadian institutional accounts, tracking meeting notes, next steps, and relationship history. Own pipeline reporting for the full team, consolidating activity across regions and verticals into regular management updates.
Coordinate scheduling, logistics, and materials preparation for prospect and client meetings, including due diligence sessions and finals presentations.

Client & Prospect Support

Prepare briefing documents, account profiles, and competitive intelligence ahead of VP and MD meetings.
Draft and coordinate responses to due diligence questionnaires (DDQs) and RFPs in partnership with CPMs and RFP specialists.
Support the preparation of pitchbooks, fact sheets, and other client-facing materials, ensuring compliance review is completed prior to distribution.

Direct Account Ownership

Independently manage relationships with a defined book of smaller institutional accounts, including foundations, family offices, and emerging plans not yet warranting senior coverage.

Identify and qualify new prospects within this segment, escalating opportunities of sufficient scale to the appropriate VP.

Market & Competitive Research

Track relevant market developments, competitor product launches, and consultant search activity across the Canadian institutional landscape.
Support account planning processes by compiling relevant data on target accounts, including asset allocation trends and manager roster changes where available.

Cross-Functional Coordination

Liaise with compliance, legal, marketing, and product teams to ensure all client-facing activity and materials meet internal policy and regulatory requirements. Support onboarding of new institutional clients in coordination with operations and legal teams.

Educational Requirements

University (Degree) Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
7IC

This position must be based in Canada.

Qualifications:

Required:

One to three years of experience in institutional sales support, asset management operations, or a related financial services role.

Preferred:

Bachelor's degree in finance, economics, business, or a related field required; progress toward CFA, CAIA, or CSC/CPH designations is an asset.
Three years of experience in institutional sales support, asset management operations, or a related financial services role.
Strong proficiency in CRM systems (Salesforce or similar) and Microsoft Excel and PowerPoint.
Excellent written and verbal communication skills, with the ability to synthesize complex information into clear, concise materials.
French language proficiency is a strong asset given the team's Quebec market coverage, though not required for all placements.
Demonstrated attention to detail and ability to manage multiple concurrent priorities in a fast-paced environment.

Within the first six to twelve months, a successful Associate will have taken full ownership of CRM hygiene and pipeline reporting across the team, be independently managing a growing book of smaller institutional accounts, and be trusted to prepare high-quality materials for MD-level meetings with minimal oversight. Longer term, this role is designed as a developmental step toward a Vice President-track institutional sales career.

Related SkillsBusiness Development, Client Relationship Management, Collaboration, Drives for Results, Executive Presence, Influence, Market Research Competitive Analysis, Nuveen Products/Services Acumen, Practice Management Strategy, Sales

_____________________________________________________________________________________________________

Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways - because when our people succeed, our impact on clients' lives grows stronger.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

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More about this job

Responsibilities

The Associate provides operational, analytical, and relationship-support to the Canadian Institutional Sales team, including CRM management and meeting preparation. They also independently manage a defined book of smaller institutional accounts and conduct market research to support sales strategies.

Requirements

Candidates must have at least three years of experience in institutional sales support or asset management operations. A bachelor's degree in finance, economics, or business is preferred, along with proficiency in CRM systems and Microsoft Office.

Skills

Institutional Sales
CRM Management
Pipeline Management
Market Research
Competitive Analysis
Relationship Management
Salesforce
Microsoft Excel
Microsoft PowerPoint
Financial Analysis
Communication
Attention To Detail
Project Coordination
Asset Management
Regulatory Compliance

Visa sponsorship

Not detected in the job text

Keywords

Institutional Sales
CRM
Salesforce
Asset Management
Pipeline Management
Market Research
Competitive Intelligence
RFP
DDQ
Financial Services
Pension Plans
Insurance Companies
Investment Consultants
Compliance
Client Relations
Account Management
Data Analysis
Reporting
Business Development
Hybrid Flex

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