TIAA

Account Manager

• partnering with Wealth Management Advisors on deepening client relationships
• operationally leads Wealth Management advisory teams to help high-net worth clients
• managing a book of assigned clients
• supporting the implementation of financial plan recommendations
• building meaningful and long-lasting relationships

Wealth Client Relationship Manager

Product Manager

• Lead development and execution of AI/ML product strategy and roadmap
• Work with senior product leadership and business stakeholders to understand the roadmap, product strategy, and business goals
• Own and prioritize product backlog based on business value, capacity, and ROI
• Partner with engineering and data science teams in Agile environments
• Define and track KPIs for model performance, business impact, and user adoption
• Communicate product progress, risks, and trade-offs to executive leadership
• Collaborate with AI governance team to ensure compliance and production readiness
• Conduct market research and competitive analysis to inform decisions

AI Product Owner

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.
• Coaching and reviewing the work of lower level professionals to ensure high-quality and timely completion of projects.

Associate Director, CPACE Underwriting Transaction Management

• Partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
• Operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals.
• Manages the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and coordination of asset consolidation.
• Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
• Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.

Wealth Management Client Relationship Manager

Director

• Structures and executes derivatives strategies for hedging and yield enhancement across asset classes
• Supports the head of the Derivatives Desk across all aspects of the business
• Partners closely with the Nuveen Global Fixed Income investment team as well as Private Placements, Real Estate, Real Assets, and the TIAA General Account
• Develops a clear understanding of all hedging-related activity across Nuveen's business

Senior Director, Derivatives Strategies & Trading

• Own and develop strategic relationships across the ETF ecosystem
• Serve as senior ETF subject matter expert for distribution teams
• Maintain proficiency in ETF creation and redemption process
• Monitor ETF market quality indicators and address issues
• Drive marketing strategy and enablement with sales materials
• Represent Nuveen at industry forums and working groups
• Partner with teams on product launches and strategic initiatives
• Develop reporting on capital markets metrics and ecosystem activity
• Mentor junior team members

VP, ETF Capital Markets – Strategic Partnerships

Systems Engineer

• Identifies and analyzes business needs, conducts requirement gathering, and defines scope and objectives of each project.
• Leads the identification of portions of the organization's IT platform/infrastructure with the highest potential return for cloud deployment.
• Implements the organization's global strategies and initiatives to enhance Information Technology plans, operations and procedures.
• Makes recommendations for solutions or improvements to business processes that can be accomplished through new technology or alternative uses of existing technology.
• Translates business requirements into application requirements, and works with all members of the team to execute the application successfully.
• Engages client teams and explains moderately complex initiatives in an understandable manner, while also addressing any hesitations or concerns from the client.
• Estimates the costs of various system solutions and prepares project plans to provide input into decisions about prioritizing projects and allocating IT resources.
• Prepares and maintains technical documentation to guide system users and to assist with the ongoing operation, maintenance, and development of the system.
• Coaches and reviews the work of lower level professionals.
• Reviews and conducts cost/benefit evaluation of cloud solutions compared to virtual private networks, dedicated hosting, and in-house solutions.
• Determines the technical feasibility of adopting external cloud based IT platform and infrastructure services within the organization.

Senior Business Systems Analyst – CRIMS, Charles River MS

Data Analyst

• Create compelling dashboards and reports that transform complex data into actionable insights for business stakeholders.
• Design and maintain interactive Tableau dashboards that provide real-time business insights.
• Extract and analyze data from multiple sources to identify trends and patterns using SQL.
• Collaborate with business stakeholders to understand their analytical needs.

Data Analyst I

Manager

• Responsible for comprehensive coordination of all platform transition services for retirement plan clients
• Lead smaller implementation projects for institutional retirement plan clients
• Handles client relationships, creates project plans and ensures on-time delivery
• Engages with and partners with appropriate resources in a highly-matrixed environment
• Identifies, escalates, and resolves risks or issues for moderately complex implementations

Transition Manager

Artificial Intelligence

• Leads the design and implementation of a technology and AI risk management framework, establishing standards, policies, controls and key risk indicators to identify, assess, monitor, and mitigate risks across the full technology and AI ecosystem.
• Oversees cybersecurity risk governance, partnering with the Chief Information Security Officer (CISO) to ensure that cyber threats, vulnerability management, and incident response capabilities align with the organization's risk appetite and regulatory obligations.
• Drives the organization's Responsible AI program in close coordination with the AI Center of Excellence to evolve governance structures for AI risk management as AI capabilities in the industry expand and mature, including model validation, bias detection, explainability standards and ongoing monitoring of AI systems in production.
• Ensures compliance with applicable technology and AI-related regulations, frameworks, and emerging standards, including but not limited to New York Department of Financial Services (NYDFS) regulations, SEC cybersecurity disclosure rules, NIST AI Risk Management Framework, EU AI Act considerations, and relevant state and federal data privacy laws (e.g., CCPA, state biometric privacy laws).
• Partners with data governance and privacy leadership to manage risks associated with data collection, storage, use, and sharing, including third-party data risks and AI training data integrity.
• Leads risk assessment processes for new technology investments, vendor relationships, and third-party/fourth-party technology dependencies, ensuring due diligence and ongoing oversight of critical technology suppliers and third-party providers.
• Advises executive and business leadership on technology and AI risk implications of strategic initiatives, ensuring risk and compliance considerations are integrated into technology roadmaps, platform modernization efforts, and AI deployment decisions.
• Chairs or participates in technology risk and AI governance committees, providing timely and transparent reporting to senior leadership and the Board on the risk profile of the technology and AI portfolio.
• Identifies and responds to emerging risks from the rapid evolution of generative AI, large language models, agentic AI systems, and other frontier technologies (e.g., quantum computing), developing proactive mitigation strategies and organizational guardrails.
• Manages the performance and professional development of a team of technology risk, compliance and AI governance professionals, providing regular feedback, coaching, and development planning to build organizational capability in this rapidly evolving domain.
• Collaborates closely with Internal Audit and other Risk & Compliance functions to ensure technology and AI risk and compliance coverage is integrated into broader enterprise risk, compliance and audit programs.

Chief Risk & Compliance Officer, Technology & Artificial Intelligence

Financial Planning and Analysis

• Provides in person and virtual counseling for clients on TIAA products and services
• Educates, recommends and facilitates new product purchases
• Interacts with retirement plan participants to provide exceptional customer service

Financial Consultant

• Provides sales support via handling incoming calls and questions from the Advisory Teams in the field.
• Engages in proactive wholesaling activities including outbound calls, Director Team calls, and Regional meetings.
• Drives product awareness and adoption in the field.
• Supports distribution channel initiatives and finds ways to add value to their process.
• Participates in pipeline management activities in partnership with the Integrated Solutions Director (ISD).
• Partners with field leaders to provide sales support, team training and share best practices.
• Facilitates training and drive product awareness and adoption.
• May travel in assigned region to participate and present in group meetings and training sessions.

Managed Accounts Investment Services Specialist

Consultant

• Proactively call on financial advisors to educate them on Wealth's Managed Accounts investment solutions
• Collaborate with team members and leadership to ensure delivery of exceptional services
• Deliver compelling product presentations and education sessions

Account Consultant

Legal Assistant

• Assisting with corporate governance matters
• Drafting, filing and managing various business entity documents
• Preparing and tracking NDAs and other agreements
• Managing, updating and maintaining a set of legal document templates
• Reviewing and abstracting due diligence for transactions
• Preparing documents for loan closings as requested
• Assisting with post-closing matters such as loan abstracts, asset assignments and amendments
• Managing on-line files and paper files

Research Analyst

• Conduct detailed research to identify and verify beneficiaries on deceased individuals' accounts
• Evaluate beneficiary eligibility including reviewing documents for compliance with legal standards such as ERISA where applicable
• Document research findings and maintain detailed records of all interactions and determinations in relevant systems
• Assist in the resolution of complex cases by working with legal and compliance teams as needed
• Process fund transfers from decedent accounts to beneficiary accounts in compliance with legal and regulatory requirements