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The Wealth Management Advisory Consultant II collaborates with clients to define financial goals, conducts financial analysis, and develops tailored investment strategies. Responsibilities include growing the client base, conducting investment research, and achieving sales targets in a team environment.

The Senior Investment Performance Calculations Analyst will be responsible for maintaining daily time weighted return calculations, producing reports, investigating performance calculation queries, and improving processes. This role supports various stakeholders and ensures timely and accurate deliverables while contributing to a positive team environment.

The Wealth Management Advisor partners with affluent clients to identify financial goals, analyzes their financial landscape, and develops tailored recommendations. Responsibilities include communicating complex financial solutions, building long-lasting relationships, and obtaining necessary licenses within 120 days after starting.

The Wealth Management Advisory Consultant collaborates with clients to identify financial goals and develop personalized investment strategies. Responsibilities include managing resources, tailoring financial plans, performing investment research, and growing a book of business through client referrals and team collaboration.

The Individual Tax Assistant will assist in preparing tax forms, filing payments, reviewing financial statements, and analyzing tax treatment under supervision. They will gather data to support tax return filing and provide internal insights on tax issues while adhering to regulatory compliance.

The Associate General Counsel will provide legal advice and support to the Symphony CLO platform, advising on contracts, settlements, and legal risks while ensuring compliance with laws and regulations. The role requires collaboration with external counsel and management to navigate legal matters impacting the organization.

The Sr. Manager, Transaction Management at Nuveen Green Capital oversees project development in C-PACE financing. Responsibilities include underwriting, preparing term sheets, managing project pipelines, communicating with internal and external stakeholders, and enhancing customer experience. This role focuses on supporting loan origination, transaction management, and ensuring project completion.