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Lead analytics on large datasets, approve statistical and predictive models, oversee data collection and quality, produce actionable reports, partner with business units, and manage complex analytics projects to inform strategy and decision-making.

The Internal Advisor Consultant builds partnerships with financial advisors to drive sales, manage pipelines, and educate clients about products, while achieving outbound call goals.

Prepare GAAP financial statements and footnote disclosures, manage regulatory reporting (including OCC Call Reports), support month-end close and reconciliations, respond to audits/compliance/tax requests, collaborate with operations and vendors, and build automated solutions for reporting and special projects.

The Internal Advisor Consultant builds partnerships with advisors, drives sales, manages client relationships, and stays updated on industry developments to promote company products.

Responsible for partnering with Wealth Management Advisors to deepen client relationships and assist high-net worth clients in achieving their financial goals through effective service and coordination of asset management.

Manage a defined territory to drive Nuveen product sales through consultative relationships with financial advisors across wire, independent and RIA channels. Use data analytics to identify opportunities, manage pipeline, cross-sell, convert prospects, collaborate with regional teams, attend industry events, and support broader wealth advisory campaigns.

Lead managed-accounts product strategy and lifecycle: define roadmaps and features, deliver market and customer insights, track KPIs and P&L impact, enable sales/marketing go-to-market, manage governance and regulatory controls, and drive cross-functional product initiatives and rollouts.

Support IS&NM strategy development and execution through market analysis, opportunity sizing, scenario modeling, and internal consulting. Produce executive-ready materials, drive business planning, monitor risks with Risk & Compliance, and operationalize go-to-market and product strategies to meet growth and performance objectives.

Lead a department of software development teams delivering IT systems software for credit technology (including CLOs). Coach and manage people, define scope and objectives, review system configuration and enhancements, set strategy, approve new products/processes, advise on development investments, lead hiring, and collaborate with IT on capacity and infrastructure for end-to-end delivery.

Perform financial risk analysis, model development and validation for market risk. Collaborate with teams to build risk analytics systems.