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Lead and manage wealth management strategy engagements: define scope, develop hypotheses, oversee analyses, craft executive presentations, advise senior leaders, and manage and develop junior team members to deliver strategic, financial, and operating model recommendations.

Lead investment accountant responsible for reviewing GAAP workpapers, guiding month-end and quarterly closes, preparing fund financial statements, analyzing portfolio returns and IRRs, advising on accounting conversions from modified cash to accrual, managing reporting processes, and mentoring a global accounting team while supporting audits and valuation oversight.

Leads strategy, transformation, and process-improvement initiatives across global investment operations. Partners with trading, technology, risk, compliance, and external providers to automate workflows using AI, strengthen controls, resolve escalated operational issues, assess new markets and instruments, and develop scalable capabilities. Serves as a subject matter expert for equity, fixed income, FX, and derivatives operations while managing strategic projects and operational risk.

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.

Provides technical vision and architectural leadership for a business-critical insurance technology platform. Owns architectural roadmaps, API security standards, SDLC governance, production support strategy, scalability, resilience, and responsible AI development guardrails. Mentors engineering teams, establishes technical standards, translates business strategy into architecture and execution roadmaps, and guides platform evolution for annuity products and external distribution partnerships.

Provides sales and retirement-services support through pipeline assessment, participant outreach, appointment scheduling, money-movement follow-up, documentation-quality monitoring, event logistics, performance analysis, and new-hire onboarding. The role uses reports and past performance to prioritize coaching and participant activities, supports on-campus counseling and benefits events, and coordinates new hires’ transition into production. Required registrations and insurance licensing must be obtained within 120 days.

Lead a wealth management team to build and maintain client relationships, develop customized investment and financial plans, drive business growth and referrals, ensure compliance, perform investment research, and manage team performance and development.

The Senior Investment Accountant is responsible for financial reporting, GAAP compliance, and supporting audits while mentoring junior accountants.

Partners with Wealth Management Advisors to serve high-net-worth clients, manage an assigned client book, support financial plan implementation, coordinate asset consolidation, and deepen client relationships through consultative communication and referrals. The role requires knowledge of investment solutions, financial planning, and wealth management while obtaining required securities registrations and a life and health insurance license within 120 days.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage an assigned client book, support financial plan implementation, coordinate asset consolidation, and deepen client engagement through relationship-building, communication, and advisor support. Obtain required licenses and registrations within 120 days.