Distribution Analyst

Responsibilities

• Schedule in-person and virtual appointments for sales teams through proactive calls to clients and prospects
• Manage sales team calendars, travel routes, and focus lists to ensure high appointment volume
• Support sales teams with expense report management, including review and submission to Finance
• Process check requests for meeting reimbursements and charitable contributions
• Maintain and update meeting notes and client information within Salesforce CRM
• Coordinate conference calls, compliance reviews, and weekly marketing packets
• Perform data entry tasks in Excel, such as managing CUSIPs, par amounts, or mutual fund tickers

Requirements

• Bachelor's Degree preferred
• Strong organizational and time management skills
• Excellent written and verbal communication skills for client engagement
• Proficiency in Microsoft Excel
• Ability to work collaboratively in a team-oriented environment

Preferred Qualifications

• 2+ years of professional work experience
• Previous experience in Financial Services
• Experience using Salesforce CRM
• Interest in obtaining SIE, Series 7, and Series 66 licenses

Benefits

• Comprehensive Total Rewards package
• Superior retirement program
• Competitive health, wellness, and work-life offerings

About the Company

TIAA is a market-leading retirement company fueled by world-class asset management. For more than 100 years, TIAA has delivered financial security for millions of people, originally founded to help educators retire with dignity.