The Financial Consultant provides financial counseling, product education, manages participant interactions, and develops client relationships to meet financial goals.

The role involves loan administration, trade processing, communication with various stakeholders, and ensuring compliance in leveraged loan operations.

Provide analytical and administrative support to Proxy Voting Operations. Responsibilities include project participation, documentation, quality assurance, and engagement assistance.

The Client Service Associate prepares and delivers investment reports, addresses client inquiries, collaborates with accounting teams, and ensures the accuracy of client data, all while working towards providing a superior client experience.

Manage complex projects and portfolios, ensuring alignment with organizational goals, resource optimization, and stakeholder communication. Lead performance management and process excellence initiatives.

The role involves analyzing portfolio performance discrepancies, reconciling data, developing diagnostic scripts in Python and SQL, and collaborating with engineering teams to improve performance analytics.

The Sr. Manager, Monitoring and Analytics will execute monitoring controls, develop analytics frameworks, and collaborate with various teams to ensure accurate reporting and issue resolution.

Wealth Management Advisors partner with affluent clients to understand their financial goals and provide tailored financial solutions, building long-term relationships and communicating effectively about complex financial matters.

Manage treasury operations including cash movements, bank relationships, and compliance activities. Perform daily reconciliations and manage payment processing for domestic and international wire transfers.

Lead due diligence, underwriting, and asset management for private infrastructure fund and co-investment opportunities. Direct deal teams, build financial models, negotiate legal terms, represent firm on boards and LPACs, monitor portfolio performance, and collaborate with legal, compliance, and portfolio managers to drive value creation and downside protection.

Support Nuveen's private markets platform by managing product development pipelines, producing analysis and reports, leading program/project management (including Employee Investment Program), improving processes and data quality, and coordinating cross-functional stakeholders to drive growth and operational efficiency.

The UX Researcher collaborates with cross-functional teams to enhance user experiences through qualitative research, usability tools, and actionable insights.

The Internal Auditor performs complex audits, reviews financial and operational systems, analyzes data, and documents findings while ensuring compliance with regulations.

Provide virtual financial counseling on TIAA products, educate clients on investment options, and maintain relationships with plan sponsors.

The Senior Investment Accountant manages investment accounting for financial transactions, preparing reports, monitoring budgets, and calculating performance returns under minimal supervision.

The Financial Consultant provides financial counseling and planning advice, assists with product purchases, and ensures client satisfaction through communication and strategic solutions.

The Client Outreach Retention Consultant addresses client questions, facilitates fund transfers, educates on products, and collaborates with business partners to retain clients.

The Client Outreach Retention Consultant educates clients on investment options, resolves inquiries, and facilitates fund transfers to improve client retention with the organization.

The Client Outreach Retention Consultant engages with clients to address inquiries, educate on investment options, facilitate transfers, and advocate for organizational solutions.

The Client Outreach Retention Consultant engages with clients at risk of transferring funds, addressing their questions, and promoting the organization’s investment solutions while adhering to service level agreements.