Top Tech Jobs & Startup Jobs

Provides in-person and virtual financial counseling to retirement plan participants, prospects, beneficiaries, and representatives. Advises clients on pension plans, annuities, investments, IRAs, insurance, and other financial products; facilitates purchases and service transactions; applies tax and investment strategies; and maintains relationships with institutional plan sponsors. The role requires Series 7 and Series 63 registrations and a resident-state life and health insurance license.

Owns enterprise data quality, governance, metadata, lineage, and master data management across operational and analytical domains. Ensures data meets business, policy, regulatory, and contractual requirements; drives consistent metric definitions; oversees data issue resolution, compliance reviews, and quality standards throughout the data supply chain. Partners with business stakeholders, IT, engineering, risk, and compliance teams, and provides training on appropriate data usage.

Manages bank system administration, bank accounts, cash movements, payments, bank fees, banking relationships, and KYC compliance. Creates payment templates in the treasury system, manages treasury management system interfaces, tracks fees against budget, and supports regulatory, legal, and reporting compliance. The role requires financial analysis, forecasting, modeling, risk management, transaction processing, and treasury expertise.

Partner with affluent clients to identify goals, analyze financial situations, and recommend customized wealth management and retirement solutions. Build and deepen long-term client relationships, communicate complex strategies clearly, and maintain required FINRA and insurance licenses.

Provides wealth management advice to affluent clients by assessing financial goals, analyzing financial situations, recommending investment and retirement solutions, and building long-term relationships. The role manages and grows a book of business through referrals, communicates complex financial concepts, and develops appropriate financial plans. Required registrations and licenses must be obtained within 120 days, including FINRA securities registrations and a resident-state life and health insurance license.

Manage a defined territory to drive sales of Nuveen products to financial advisors across wire, independent and RIA channels. Build consultative relationships, maintain client assets, cross-sell, convert prospects, use data analytics to identify opportunities, manage pipeline, collaborate with regional teams, and represent the firm at industry events.

Develop allocation methodologies and drivers using OFSAA, Oracle Fusion PCM, DRM, HFM, SQL Developer, and Essbase. Support expense billing, client profitability, P&L reporting, management reporting, and actual, budget, and forecast closing cycles. Maintain reference data, validate data quality, research issues with SQL, resolve ad hoc queries, and collaborate with finance, business, BFO, controller, and cross-functional teams.

Performs complex financial, operational, compliance, risk, and integrated audits using risk-based methodology. Develops audit programs, evaluates internal controls and processes, documents findings, recommends improvements, and communicates results to senior management. Serves as a subject-matter expert on critical business areas and regulations, using advanced Excel, data analytics, Power BI, Tableau, Python, and collaboration with technology specialists to improve audit testing.

Assesses the design and operating effectiveness of IT controls throughout audit planning, fieldwork, reporting, risk assessment, and remediation testing. Documents audit work, identifies technology risks and control concerns, communicates findings to audit teams and clients, and collaborates with stakeholders to deliver assignments on time. The role also develops expertise in IT audit methodology, cybersecurity, technology risks, and control frameworks.

Build and maintain scalable Python-based ETL pipelines and cloud data-processing solutions. Develop orchestration and transformation workflows, ensure data quality through testing and monitoring, and create production-ready datasets for business intelligence and machine learning. Collaborate with data scientists, analysts, and stakeholders to translate requirements into technical solutions, while supporting critical scripts, AI models, and data operations.