TIAA

Financial Planning and Analysis

• Lead and execute strategic financial analyses and initiatives partnering with business and finance leaders.
• Develop and execute initiatives to improve data quality, infrastructure, planning and management reporting capabilities by partnering with finance, accounting, and technology teams.
• Lead initiatives to enhance data infrastructure, including evaluation and implementation of new technologies and process automation.
• Develop advanced analytics capabilities and dashboards for investment teams, client services, and senior leadership decision-making.
• Present data strategy recommendations and progress updates to leadership.

VP Financial Planning, Analysis

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
• Develops a clear understanding of all hedging-related activity across Nuveen's business
• Liaises with portfolio management and distribution to communicate derivatives and hedge performance
• Drives derivatives-related strategy work in partnership with NEFI Investor Relations
• Leads the administration and development of frameworks and overall processes for evaluating new derivatives opportunities

Senior Director, Derivatives Strategies & Trading

Client Services Representative

• Supports multiple 3rd party clients through providing ongoing communication, support and monitoring
• Prepares and ensures completion of all required reporting including valuation reports, investment guidelines compliance reports and quarterly reporting packages
• Prepares quarterly invoices for 3rd party client accounts ensuring complete and accurate categorization of investments/fees and timely delivery to the client
• Serves as a primary liaison with the RFP team, product teams and sales teams as it relates to new client opportunities
• Participates in client diligence calls to explain and answer questions about the business's support model
• Partners with teams across the organization to onboard new private placements clients

Associate, Private Placements Client Service – Reporting

Account Manager

• 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.
• managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the 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

• Support the onboarding of funds with new distribution partners, inclusive of FinTech platforms, by coordinating documentation and communications throughout the process in collaboration with Product, Legal, Compliance and Distribution teams
• Serve as a key point of contact for platform providers such as Allfunds and Clearstream, ensuring Nuveen funds are accurately represented and accessible to interested prospects and clients
• Manage inbound client requests and mailbox correspondence efficiently, ensuring collaboration with Distribution to resolve all client queries in a timely and professional manner
• Support regular fund offering and investor onboarding for Nuveen’s international employee investment program
• Develop strong working knowledge of the dynamics between Nuveen and its Transfer Agents and Service Managers, building operational and technical expertise in associated processes, and escalating issues as necessary
• Maintain accurate representation of Nuveen's UCITS platform and associated data across external databases
• Support Distribution and Product teams with the preparation, coordination and maintenance of marketing and regulatory documentation
• Ensure consistent and accurate record-keeping across all client onboarding activities
• Identify opportunities to improve client servicing and data management processes, and recommend enhancements to relevant teams and management

Senior Client Services Associate, Global Client Experience

Full-stack Engineer

• Serve as the primary responder for technology incidents across TIAA and Nuveen's infrastructure
• Oversee and manage batch processing operations using CA7 and Autosys
• Maintain health, availability, and performance of IBM Mainframe environments
• Plan and execute data center isolation activities and application migration efforts
• Partner with Release Manager to develop, maintain, and communicate comprehensive release plans
• Lead major infrastructure initiatives from planning through execution

Technical Lead, Infrastructure

Marketing

• Supports on execution of Germany and Austria marketing plan working closely with local marketing and sales team to meet business objectives
• Supports the creation, maintenance and production of online and offline marketing materials as required by the German and Austria sales and investment teams, ensuring materials are aligned with business strategy and objectives, and are regularly updated
• Executes brand-building and awareness opportunities for the business including advertising placements, sponsorship and social media
• Works closely with events team on proprietary and external events programme, supporting onsite at local events when required

Client Marketeer – 12 month FTC

Paralegal

• Conducts legal research to support law related initiatives
• Reviews and edits legal documents to ensure accuracy and completeness
• Maintains files, databases, and systems
• Gathers and analyzes legal research
• Keeps track of regulatory filings
• Monitors and analyzes developments affecting products and services

Senior Paralegal

Compliance

• Manages performance of team through regular, timely feedback
• Defines scope and objectives for software development team goals
• Reviews the configuration, customization, diagnosis and enhancements of the operating systems software
• Approves the development and implementation of new products
• Collaborate with IT partners to devise capacity plan

Managing Director – Head of Fixed Income, Equities and Compliance Technology

User Researcher

• Use a variety of remote and face-to-face research methods, such as moderated and un-moderated testing, benchmarking, card sorting, interviews, and surveys - and recommend the right methods for each teams’ needs.
• Work collaboratively with the designers, product and marketing managers, data analysts and engineering teams responsible for the TIAA experience, so they can make confident, informed choices about design strategy with data-backed insights and recommendations.
• Evaluate, learn and evangelize new methods to team members
• Operate in a highly dynamic environment, navigate ambiguity and tackle complex problems
• Can clearly define and passionately advocate for customer needs
• Review, analyze and produce key highlights and detailed analysis of user testing sessions, surveys, competitive research, Voice-of-Customer (VOC) data, analytics
• Write, launch and analyze surveys and remote, unmoderated user testing
• Review, index, analyze and reorganize previous user research
• Review, select and present representative video clips of recorded user sessions
• Excellent storytelling capabilities and communications skills

UX Researcher

• Leads the internal integrated client team with responsibility to grow, retain and deepen relationships that drive positive client outcomes
• Establishes the strategic approach to growing business and executes to drive profitable results
• Serves as a strategic partner and trusted advisor of the plan sponsors and consultants
• Effectively positions the value of lifetime income to sell our products and solutions to plan sponsors and consultants
• Demonstrates expertise in identifying unstated current and future client needs and in planning to meet those client opportunities
• Leverages analytics, investment, market knowledge, and financials to develop multi-year strategic plans within and across institutions to profitably grow the business
• Creates an agile environment by embracing new ways of working and encourages others to operate efficiently to maximize client outcomes

Senior Director, Senior Relationship Manager – Retirement Solutions

Systems Engineer

• Develop and maintain a strategic approach to portfolio wide asset management program
• Develop and review scopes of work within contracts, RFQs and RFPs for asset management professionals
• Develop and implement mature proven asset management processes across the organization
• Analyzes business processes and user needs, documents requirements, processes, and translates them into system requirement specifications
• Lead risk, criticality, and condition assessment programs
• Establish and manage Asset Management Plans (AMPs) - Collaborate with teams that support asset management
• Establish and lead preventive and predictive maintenance programs
• Manage data collection, analysis, and contracts to support repair and replacement planning

Director, Critical Systems Engineering

Actuary

• Supports actuarial/risk analyses with respect to the company's actuarial liabilities and capital position
• Assists with experience studies and assumption development
• Helps with asset and liability modeling and analyses

Actuarial Associate

Consultant

• Addresses client questions, assesses the client's financial needs, educates on relevant product benefits and provides appropriate solutions
• Performs outreach calls to identified retention clients while adhering to stated service level agreements
• Communicates and educates internal business partners on process updates and cross training

Retention Consultant

Manager

• develop and execute monitoring controls and reporting for all facets of Managed Solutions
• partner closely with client services, technology, risk and legal associates to implement reporting and forensic frameworks
• validate the accuracy and precision of calculations and transactions
• work closely with fellow Default Solutions Team members and other associates on root cause analysis, mitigation and validation
• support the conception, definition, and development of key capabilities and features of the model management system
• maintain a holistic set of controls to support the flawless execution of the RetirePlus Series
• monitor and analyze ongoing activity across all plans enrolled in the RetirePlus Series
• review volume & control total reports to identify red flags, anomalies & potential issues
• research results and items flagged by audits and control total reports
• identify the root cause, population impacted & fix that needs to be implemented for identified issues
• create and support interactive dashboards and reports to communicate complex analytics insights to non-technical stakeholders
• review individual accounts based on random sampling and audits