TIAA

Consultant

• Addresses client questions
• Assesses the client's financial needs
• Educates on relevant product benefits
• Provides appropriate solutions
• Advocates for the organization's products and services
• Receives inbound call transfers from the NCC of clients
• Performs outreach calls to identified retention clients
• Refers clients to the most appropriate advised solution based on client complexity and need
• Communicates and educates internal business partners on process updates
• Participates in proactive outreach campaigns

Client Outreach, Retention Consultant

Underwriter

• Preparing term sheets for early-stage deals and assisting with presentation materials when needed.
• Managing deal structuring negotiations, leading borrowers and senior lenders through how PACE can be a value-add in development project capital stacks.
• Leveraging third-party market research, such as CoStar, to support underwriting assumptions.
• Identifying transaction risks and tracking exceptions to Nuveen Green Capital’s underwriting criteria.
• Drafting and presenting credit memos to obtain credit approval, interfacing with Nuveen Green Capital’s credit team to troubleshoot underwriting concerns.
• Completing loan files accurately and thoroughly.
• Leading a diverse pipeline of C-PACE projects of various complexity, triaging and prioritizing the most impactful next steps for the overall pipeline.
• Communicating internally with originations, credit, legal, and asset management teams and externally with clients and partners to keep the deal team on track for key milestones and closing.
• Working with mortgage holders (where applicable) to gain consent for C-PACE financing.
• Supporting relationships with developers, brokers, mortgage lenders and other industry stakeholders.
• Preparing for client meetings, including development of background material and presentations.
• Increasing market awareness of Nuveen Green Capital.
• Going above and beyond to ensure a positive customer experience, creatively solving challenging problems, and enthusiastically supporting Nuveen Green Capital’s mission to be the Lender of Choice for our clients and partners.
• Coaches and reviews the work of lower level professionals to ensure high-quality and timely completion of projects.

Associate Director, CPACE Underwriting Transaction Management

Financial Planning and Analysis

• Answers participant questions on pension plans, tax deferred annuities and other investment options
• Educates and facilitates new product purchases
• Interacts with retirement plan participants to provide exceptional customer service
• Utilizes knowledge of tax and investment strategies to inform financial advice
• Communicates internally with cross-business partnerships

Associate Financial Consultant, AFC National Plan Event Team

Manager

• Manage complex divorce inquiries and QDRO transactions.
• Review and analyze legal documents for accuracy and compliance with regulations, including ERISA, IRS guidelines, and institutional requirements.
• Identify service gaps and recommend improvements to enhance the customer experience.
• Balance and prioritize multiple assignments.
• Ensure compliance with legal documentation requirements such as joinders and child support orders.
• Conduct research and maintain thorough documentation of QDRO processes.
• Provide timely follow-ups and deliver a high level of service to internal and external customers.
• Collaborate with internal teams and external stakeholders to remove barriers to settlement.
• Serve as the primary liaison, answering inquiries and providing clear explanations of settlement options and procedures.
• Conduct regular follow-ups with parties to ensure understanding and progress.
• Assist in completing required forms and gathering necessary documentation.
• Address and resolve any challenges or delays in the settlement process, escalating complex issues as needed.
• Educate participants and alternate payees (ex-spouses), about their entitlements and guide them in making informed decisions.
• Advocate on behalf of participants and alternate payees (ex-spouses) when issues arise that require additional support or attention.

Customer Resolution Manager

• Provides in person and virtual counseling for all participants
• Counsels participants on their pension plans, tax deferred annuities and other available investment options
• Educates, recommends and facilitates new product purchases
• Interacts with retirement plan participants to provide exceptional customer service
• Utilizes knowledge of tax and investment strategies to inform financial advice
• Communicates internally with cross-business partnerships
• Develops and maintains strong relationship with Institutional Plan Sponsors

Financial Consultant II

Product Manager

• gather requirements across multiple product development teams and stakeholders
• maintain and prioritize the product backlog
• analyze key performance indicators (KPIs) for impact and effectiveness
• identify customer needs, experience maps, and requirements to maximize usage
• collaborate to ensure design and product architecture standards are aligned and implemented

Associate Digital Product Manager

Advisor

• Manages time and resources efficiently and effectively
• Develops and implements strategic and tactical plans with strong considerations to client challenges.
• Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
• Reviews client information, including financial statements, risk investment profile and cash availability.
• Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.
• Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
• Works in a team environment to maintain a book of business and meet or exceed annual sales targets.

Wealth Advisor

Designer

• Lead and collaborate with design, product, development, and marketing teams to develop clear and concise conversational content
• Conduct content audits and content gap analyses
• Lead and collaborate with UX design and content strategy to build consistency and clarity across experiences
• Work with research to analyze audience needs, preferences, objectives, and methods
• Plan, write and present conversational flows, dialogue, intent-level prompts, and global prompts for existing and emerging mobile and web experiences
• Identify and help solve problems in new and existing user experiences
• Create consistent, on-brand messaging that clearly articulates the benefits of TIAA products and services
• Establish trusted advisory stakeholder relationships, acting as SME for TIAA related products and services in specific verticals
• Conduct SME interviews to identify and define user intents across conversational experiences
• Test conversational interactions, monitor live performance, and iterate on intent recognition and response quality

Director, Principal Conversation Designer

Engineer

• Design, build, and maintain trading systems across C#, Python, and Rust
• Develop low-latency order management and execution services, including pre- and post-trade checks, order generation, and algo selection
• Build and optimize reconciliation pipelines that certify account status and surface breaks against custodial and internal data
• Integrate with execution venues, custodians, and market data providers via FIX and APIs
• Build and optimize data pipelines connecting custodial data, security master databases, and real-time market data feeds
• Contribute to systems for monitoring, alerting, and observability to track execution quality and system health, and act on what the data reveals
• Investigate and remediate issues across trade execution, allocation, and account positions, often under time pressure during market hours
• Build internal services and assist in building UI components for managing trading workflow.
• Write comprehensive unit and integration tests, and uphold engineering best practices around code review, CI/CD, and deployment safety

Trade Engineer

Business Analyst

• Evaluates the reliability and effectiveness of internal controls across the company
• Ensures adherence to regulatory standards
• Designs and executes the testing of regulatory processes and controls
• Presents findings and recommendations to management
• Oversees cross-functional implementation of broker dealer programs
• Reviews documentation of business processes, risks and controls
• Evaluates policies and procedures to identify gaps and opportunities
• Communicates new or revised policies to appropriate team members

Senior Analyst, Regulatory Program Management

• Provides in person and virtual counseling for participants
• Counsels participants on their pension plans and investment options
• Educates and facilitates new product purchases
• Communicates internally to develop and implement TIAA products and services
• Develops and maintains strong relationship with Institutional Plan Sponsors

Event Team – National Financial Consultants

Business Development Rep

• Executes a private banking style distribution model specific to U.S. Life Insurers, leveraging intellectual capital across multiple areas of Nuveen.
• Transcends product and delivers the firm holistically when engaging with insurance company stakeholders.
• Understands and communicates complex insurance investment structures and regulations.
• Collaborates effectively with portfolio managers and insurance distribution colleagues, both domestically and globally.
• Oversees the onboarding process for new clients.
• Exceeds client service expectations through proactive and ongoing engagement.

VP, Institutional Business Development – Mid-West Life Insurance

• Develop and manage strategic relationships with investment consultants
• Deliver clear communication of Nuveen’s investment strategies
• Drive buy ratings and mandates across investment capabilities
• Respond to consultant requests and monitor research and activity
• Work with compliance and operational teams for onboarding

Global Consultant Relations

Strategy

• Deliver strategic planning workstreams that align with Nuveen’s strengths and vision, including industry and competitive analysis
• Support post-merger integration workstreams to help maximize opportunities related to corporate development initiatives
• Build collaborative relationships with subject matter experts across Product Management, Portfolio Management, Product Marketing, and Information Technology teams

Senior Associate, Business Strategy – Transformation

Software Engineer

• design and development of solutions supporting Middle Office Technology functions
• collaborate with IT Leadership and Business Unit Leaders to develop strategic roadmaps
• coordinate responses when critical issues arise that affect the business
• oversee the full life cycle of the delivery of solutions
• liaise closely with Leveraged Finance Business and Application Analysts to generate Technical Design
• maintain and work closely with business/operation team related to Portal Applications day to day activities
• act as a Technical SME and business point of escalation for design issues