Demo

Churchill Vice President / Principal, Retail & Wealth

Churchill Asset Management
New York, NY Full Time
POSTED ON 4/15/2025
AVAILABLE BEFORE 5/14/2025
This candidate will play a key role in supporting the Global Head of Wealth in defining and executing the strategic vision for the firm’s wealth management business. This role requires a strong mix of strategic thinking, project management and analytical skills to help drive growth, optimize operations, and enhance the firm’s wealth platform globally. The ideal candidate will have experience in wealth management, private markets and/or asset management.

Key Responsibilities And Duties

  • Strategic Planning & Execution: Assist in developing and implementing strategic initiatives for the firm’s wealth management division.
  • Market Research & Competitive Analysis: Analyze industry trends, market opportunities, and competitor positioning to inform strategy.
  • Operational Efficiency & Process Improvement: Identify and implement best practices to enhance efficiency and scalability.
  • Project Management: Oversee key initiatives from inception to execution, coordinating with cross-functional teams.
  • Executive Support: Prepare high-impact presentations, reports, and strategic recommendations for senior leadership.
  • Stakeholder Engagement: Work closely with internal teams (investment, legal, compliance, marketing) and external partners to support business objectives.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 3 Years Required; 5 Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level

7IC

Requirements:

  • 7 years of relevant experience in strategy consulting, project management, private markets, investment banking, or asset/wealth management.
  • Ability to manage multiple projects and work effectively in a fast-paced environment.
  • Excellent communication and presentation skills, with experience creating materials for senior executives.
  • Self-starter with a strong sense of personal accountability and urgency.
  • Experience with global wealth management strategies and structures is a plus.
  • Desire to join a growing asset management platform with the highest ethical and performance standards.
  • Education: bachelor’s degree with an excellent academic record.

Related Skills

Adaptability, Business Acumen, Business Development, Collaboration, Commercial Mindset, Communication, Conflict Management, Consultative Communication, Influence, Innovation, Investor Relationship Management, Market/Industry Dynamics, Nuveen Products/Services Acumen, Private Credit Investments, Relationship Management, Sales

Anticipated Posting End Date:

2025-05-05

Base Pay Range: $170,000/yr. - $225,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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Company Overview

Churchill, an investment-specialist affiliate of Nuveen (the asset manager of TIAA), provides customized financing solutions to U.S. middle market private equity firms and their portfolio companies across the capital structure. With over $52 billion of committed capital, we provide first lien, unitranche, second lien and mezzanine debt, in addition to equity co-investments, secondary solutions and private equity fund commitments. Churchill has a long history of disciplined investing across multiple economic cycles and our unique origination strategy and investment approach are driven by nearly 200 professionals in New York, Charlotte, Chicago, Dallas and Los Angeles. To learn more, visit www.churchillam.com.

Benefits And Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

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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Requirements:

  • 7 years of relevant experience in strategy consulting, project management, private markets, investment banking, or asset/wealth management.
  • Ability to manage multiple projects and work effectively in a fast-paced environment.
  • Excellent communication and presentation skills, with experience creating materials for senior executives.
  • Self-starter with a strong sense of personal accountability and urgency.
  • Experience with global wealth management strategies and structures is a plus.
  • Desire to join a growing asset management platform with the highest ethical and performance standards.
  • Education: bachelor’s degree with an excellent academic record.

Salary : $170,000 - $225,000

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