TIAA

Director

• Leads the growth and retention of Nuveen’s Real Estate assets across institutional channels and consultants
• Understand and be able to conduct detailed discussions on real estate and on the full range of Nuveen real estate strategies and products in related asset classes
• Distinguish Nuveen’s real estate products/solutions from those of other competitors
• Serve as an expert point of contact for investment-related questions and coverage for prospective investors, clients, and salespeople
• Stay current on industry developments and Nuveen products
• Provide creative product and solutions ideas based on investor and client needs
• Leverage internal resources in order to drive and grow business activity
• Provide feedback from investors and clients to internal partners to inform new products and opportunities

Senior Director – Real Estate Distribution

Manager

• Lead investment management for high-value client relationships with sophisticated needs.
• Ensure operational accuracy, compliance, and high-touch client servicing.
• Create and adjust asset allocation strategies to align with evolving client goals.
• Conduct in-depth portfolio reviews and guide long-term wealth planning conversations.
• Mentor Associate Portfolio Managers and Portfolio Managers to elevate team capabilities.
• Contribute to team investment philosophy and tactical allocation decisions.
• Collaborate with legal, tax, and planning experts to deliver holistic solutions.
• Serve as a subject matter expert in client meetings and internal strategy sessions.
• Identify risks and opportunities across portfolios and macroeconomic trends.
• Support growth of the Private Asset Management business through referrals and insights.

Senior Portfolio Manager – Private Asset Management

Financial Planning and Analysis

• Supervise Virtual Financial Consultants on participant inquiries
• Educate clients on financial products
• Maintain relationships with Institutional Plan Sponsors
• Develop strategies for financial planning advice

Financial Consulting Director

Paralegal

• Conducts legal research to support the organization's law related initiatives
• Reviews and edits legal documents to ensure accuracy and completeness
• Maintains files, databases and systems to collect, store, and reviews data on litigation

Senior Estate and Trust Paralegal

• Lead an integrated team of advisors for a specific territory
• Cultivate and grow client relationships within the market
• Execute against strategic business plans to meet customer needs
• Ensure a seamless client experience through coaching
• Establish relationships across all touch points to advocate for client needs
• Manage performance of team leaders through regular feedback and reviews

Senior Director, Wealth Management

Inside Sales

• Partner with NRI external sales team to drive NRI asset growth within a defined sales territory
• Proactively engage with retirement plan advisors, consultants, and 401k recordkeeping wholesalers to best serve their clients’ goals
• Apply discipline to gather & maintain high quality, accurate CRM (Salesforce) prospect/client pipeline data
• Coordinate with NRI external sales team to prepare for client meetings & promptly follow through on post meeting activities
• Support NRI external sales team to develop, refine, and execute sales territory plans
• Stay sharp on industry trends, competitor positioning, market flows & relevant developments to identify new opportunities and adapt territory sales execution accordingly
• Consistently deploy sales toolkits, advisor reports & analytics, value add programs to maximize value to prospects/clients
• Collaborate with NRI Internal Sales Associates, Internal Sales Desk Manager, and broader NRI team to share best practices, coach & enable continuous “leveling-up” high performance across all NRI sales territories

Internal Sales Associate

AI Engineer

• Design and implement Generative AI solutions using RAG (Retrieval-Augmented Generation) pipelines.
• Build end-to-end systems integrating vector databases, embedding models, and LLMs to enable context-aware, knowledge-grounded responses.
• Develop robust prompting strategies, templates, and workflows that maximize LLM performance, accuracy, and consistency
• Establish rigorous evaluation frameworks to measure model accuracy, latency, cost, hallucination rates, and task-specific performance metrics; conduct A/B testing and comparative analysis across models and configurations
• Implement comprehensive logging, tracing, and alerting systems to track model behavior, prompt-response patterns, token usage, errors, and drift in production environments
• Build production-grade AI agents using both low-code platforms and high-code custom implementations, using Langchain, Langgraph, and optimize for performance, and maintainability.
• Architect and develop large-scale, cloud-native Python applications using modern frameworks such as FastAPI, Flask, optimized for high performance, low latency, and horizontal scalability
• Design distributed system architectures that leverage AWS services including Lambda , ECS/EKS , EC2 , S3 , DynamoDB , RDS/Aurora ), ElastiCache , OpenSearch , SQS , SNS , EventBridge , Step Functions , Bedrock , Textract and Domino/SageMaker platforms.
• Build responsive, intuitive user interfaces using React, TypeScript/JavaScript, and modern frontend frameworks to deliver seamless user experiences for AI-powered applications
• Implement API design best practices including RESTful principles, Open API/Swagger documentation, versioning strategies, rate limiting, authentication/authorization, and error handling
• Optimize application performance through caching strategies, asynchronous processing, connection pooling, efficient data serialization, and proactive bottleneck identification
• Design for reliability and resilience by implementing retry logic, circuit breakers, graceful degradation, health checks, and disaster recovery mechanisms
• Establish and enforce CI/CD best practices using GitHub Actions, Jenkins, GitLab CI, or AWS Code Pipeline to automate build, test, and deployment processes
• Implement Infrastructure as Code (IaC) using Terraform, AWS CloudFormation, or CDK to enable consistent, version-controlled, and reproducible infrastructure provisioning
• Design and manage containerized applications using Docker for packaging and Kubernetes (EKS) or ECS for orchestration, ensuring efficient resource utilization and auto-scaling
• Implement robust testing strategies including unit tests, integration tests, end-to-end tests, performance tests, and AI-specific testing (prompt regression tests, model output validation)
• Establish observability and monitoring frameworks using CloudWatch, Prometheus, or Langfuse, LangSmith to track system health, application performance, model behavior, and business metrics
• Apply security best practices including IAM, least-privilege access, role-based access control (RBAC), multi-factor authentication, enforce encryption at rest and in transit, secure key management, and data masking/tokenization for sensitive information.
• Configure VPCs, security groups, network ACLs, and private endpoints to minimize attack surface. Implement input validation, output encoding, SQL injection prevention, and secure API authentication (OAuth 2.0, JWT).
• Maintain comprehensive documentation of system architectures, data flows, security controls, and operational procedures to support compliance audits and knowledge transfer.

Lead AI Engineer

• Partner with NRI external sales team to drive NRI asset growth within a defined sales territory
• Proactively engage with retirement plan advisors, consultants, and 401k recordkeeping wholesalers to best serve their clients’ goals
• Apply discipline to gather & maintain high quality, accurate CRM (Salesforce) prospect/ client pipeline data
• Coordinate with NRI external sales team to prepare for client meetings & promptly follow through on post meeting activities
• Support NRI external sales team to develop, refine, and execute sales territory plans
• Stay sharp on industry trends, competitor positioning, market flows & relevant developments to identify new opportunities
• Collaborate with NRI Internal Sales Associates, Internal Sales Desk Manager, and broader NRI team to share best practices

Growth Marketing

• Develop and own the strategic roadmap for multi-channel demand generation programs, driving high-quality MQL volume through paid digital, content, email, events, and organic channels
• Design and execute sophisticated, multi-touch acquisition campaigns leveraging an ABM mindset applied to B2C audience segmentation, behavioral signals, and life-stage targeting
• Activate content and events as demand drivers through nurture sequences and follow-up campaigns structured to move prospects efficiently through the funnel
• Champion customer-centric acquisition approaches leveraging behavioral insights, propensity data, and audience intelligence to deliver personalized experiences at scale
• Support the end-to-end experience from prospect identification and lead capture through campaign execution and field team handoff
• Partner with the Analytics team to define audience segmentation frameworks, identify high-value acquisition cohorts, and build propensity models that inform targeting strategy and channel investment
• Establish comprehensive measurement frameworks and KPIs connecting demand generation activity to MQL volume and quality, pipeline contribution, cost per acquisition, and downstream conversion rates
• Collaborate with Analytics to design and govern a rigorous testing agenda including A/B, multivariate, and holdout group analysis to continuously improve campaign effectiveness across channels and segments
• Use attribution modeling and ongoing channel effectiveness analysis to optimize media mix and reallocate investment toward highest-performing programs
• Develop executive-level reporting and storytelling that translates complex data into clear strategic recommendations for stakeholders across Digital, Advice, Retirement Solutions, CRM, and Distribution
• Serve as the conduit between upstream acquisition and downstream conversion, aligning with CRM, marketing operations, and field teams on MQL criteria, lead scoring, and handoff protocols
• Build and maintain strong relationships with diverse stakeholders, navigating competing priorities and building consensus around shared pipeline goals
• Lead cross-functional working teams to execute complex initiatives requiring coordination across technology, creative, legal, compliance, and marketing operations
• Present campaign strategies, performance results, and recommendations to executive audiences, adapting communication style to different stakeholder needs
• Provide strategic direction and mentorship to marketing professionals supporting demand generation and lifecycle initiatives
• Stay current on growth marketing and digital acquisition best practices to identify opportunities for differentiation and efficiency
• Explore emerging channels, technologies, and methodologies — including AI-driven personalization and predictive audience modeling — that could enhance acquisition effectiveness

Director, Growth Marketing

Learning and Development

• Prepares course design in support of developing productive learning environments
• Develops and delivers web-based and in-person professional development programs
• Applies creative methods of content delivery in the online, web-based, and in-person environments using appropriate technologies
• Develops engaging learning activates and course materials that improves retention and transfer of knowledge
• Designs and revises both new and established exercises and activities to enhance the learning process
• Evaluates and refines existing training and development programs to improve learning effectiveness and efficiency
• Implements feedback from course evaluation and program reviews to the current learning models
• Provides instructional design support to employees in various business units

Instructional Designer

Systems Engineer

• Identifies and analyzes business needs
• Leads the identification of IT platform portions for cloud deployment
• Implements global strategies to enhance IT plans and operations
• Makes recommendations for solutions or improvements
• Translates business requirements into application requirements
• Engages client teams, explains complex initiatives
• Estimates costs of system solutions, preparing project plans
• Prepares and maintains technical documentation
• Coaches and reviews lower level professionals

Senior Business Systems Analyst – CRIMS, Charles Review MS

• Serve as a key contributor within Nuveen’s Sales Learning & Development team
• Drive comprehensive learning strategies across Distribution sales channels
• Support and contribute to learning solutions spanning New Hire education programs, Product education initiatives, and Advanced Selling Skills development
• Develop strategy, drive execution, measure impact, and facilitate the adoption of learning programs that accelerate the capabilities of distribution sales professionals
• Partner with key stakeholders throughout Nuveen, TIAA Investments, Product, Marketing, and other areas of the firm to deliver impactful learning experiences

VP, Learning & Development, Global Institutional and Retirement

• Monitors medium to long-term business trends and competitive dynamics to inform leadership-level strategic discussions
• Develops analytical models, conducts industry research, and engages internal leaders and subject matter experts
• Facilitates structured discussions with internal business partners and synthesizes findings into clear insights for executive audiences
• Navigates ambiguity with confidence and leads structured problem-solving efforts within team environments
• Influences senior leaders and cross-functional stakeholders without direct authority

Director, Strategic Growth

• Take inbound calls from both internal partners and clients to help identify product and investment needs.
• Determine where client has a need and create or manage associated opportunity to a won or lost sale.
• Provide advice or educate clients related to investment, advice, product concerns related to individual retirement accounts (IRAs), retirement (pension enrollments), after tax annuities (ATA), retirement planning, and retirement income.
• Possess solid understanding of the organization’s digital new account opening requirements and processes to assist clients through this process.
• Develop and maintain a pipeline of sales opportunities to ensure clients complete all steps to open and fund an account.
• Responsible for meeting or exceeding several goals that have a direct impact on client acquisition and retention including referral generation, asset growth goals, product education, voice of the client surveys, advice sessions and solutions, and overall productivity.

Financial Consultant

Customer Support

• Independently manage multiple daily work priorities around scheduled appointments
• Adheres to Desktop and End User Computing processes, procedures, policies, and job aids
• Provides customer training and knowledge documentation
• Deploys new hardware to end-users including backup and transfer of end-user data and files from old PC to new PC
• Provides a high level customer experience at all levels of the organization, while meeting weekly build and deployment targets in a dynamic, complex environment
• Demonstrated ability to write, speak, and document in a neutral and detailed professional manner