Enterprise Account Executive (P3) For more than three decades, Crown Castle has led the way in shared communications infrastructure, delivering profitable solutions by connecting communities, businesses, and people, and enabling each to thrive with reliable access to voice and data in more places, faster than ever before. When you join Crown Castle, you become part of a dynamic team of passionate and collaborative professionals engaging in complex challenges and contributing to projects that shape the future of life and work.
For over 30 years, we've worked closely with customers in nearly every industry to build custom fiber solutions that meet all their network needs and keep them connected, secure and ready for the future. Our portfolio of fiber solutions is available in 23 of the top 25 US markets and includes Internet, Ethernet and Wavelength, as well as fully-managed solutions like Managed SD-WAN and Cyber Defense. We pride ourselves on providing our customers with peace of mind that their network will perform seamlessly because we're as committed to their success as they are.
Although you will be hired as a Crown Castle employee, your employment and the responsibilities associated with this job likely will transition to an acquiring company in the future. For more information, please visit: ****************************************************
Position Title: Enterprise Account Executive, Managed Solutions/Cybersecurity (P2)
Role
The Enterprise Account Executive is expected to develop and close new revenue opportunities with the defined profile of Enterprise accounts within the region. This will be accomplished by growing revenue within an assigned set of existing customers and establishing new customer relationships within a defined set of prospects. A successful candidate will have the capability to quickly learn Crown Castle's product set and differentiators, develop sales opportunities within the assigned module of customers and prospects, professionally and consistently engage with and manage existing customers, and strategically close new business.
Responsibilities
* Develop and execute sales plans to achieve assigned quotas
* Establish and conduct sales meetings with customers, presenting the Crown Castle value proposition
* Drive new sales opportunities through the entire sales process
* Cultivate strong relationships with decision-makers and influencers within accounts
* Act as the primary point of contact for customers providing a high level of customer service to all Crown Castle customers
* Generate leads by prospecting and building and maintaining relationships throughout the industry
* Effectively communicate across internal Crown Castle departments
* Master internal sales and marketing programs and systems to maximize effectiveness
* Maintain timely and accurate account and opportunity information in the CRM system
* Provide accurate sales forecasts
Education/Certifications
* Bachelor's degree preferred
Experience/Minimum Requirements
* 5+ years of business-to-business sales experience in Managed Solutions and Cyber Security
* Proven experience selling to and maintaining Enterprise accounts
* Proficient working knowledge of:
* SD-WAN: Knowledge of SD-WAN use cases with ability to position. Knowledge of basic networking concepts, routing protocols, WAN optimization, and virtualization.
* SASE: Familiarity with security the network edge, ZTNA/ zero-trust architecture
* DDoS: Understanding of DDoS solutions, competitive advantages, and positioning.
* Cloud: Knowledge of cloud-native architecture, multi-cloud designs, cloud router, cloud strategies, and CSP specific limitations/restrictions.
* Cyber Defense: Comfortability scoping and positioning SOCaaS, EDR, XDR, MDR, Cyber Risk Intelligence, Penetration Testing opportunities.
* Secondary working knowledge of WDM, Ethernet, IP, and other Fiber Optic services
* Proficiency in Microsoft Office Suite
* Proficiency in CRM applications
Organizational Relationship
Reports to: Manager Fiber Enterprise Sales
Title(s) of direct reports (if applicable): N/A
Working Conditions: This is a hybrid role with the expectation of on-site/in-person collaboration (must be located in a commutable distance to NYC and Boston Metro) with teammates and stakeholders for moments that matter and may require up to 50% travel.
YOUR COMPANY BENEFITS
At Crown Castle, we do our best to ensure you have access to the resources you need to live a healthy and happy life no matter where you are in life. Our benefits are built around your individual needs, covering physical, mental, and financial health and designed to enhance your quality of life.
We are proud to offer a full suite of health and wealth benefits for you and your loved ones. Below are a few of the key highlights of the many benefits we provide.
* Comprehensive healthcare plans with highly company subsidized premiums and up to $2,000 annual company contribution to your Health Savings Account (HSA base plan for employee and dependents).
* Market-leading 401(k) plan, which includes up to 10% company contributions through our 5% match and 5% profit sharing program (based on employee contributions).
* New-child leave up to 8 weeks of 100% paid leave upon birth or legal adoption of a new child. Birth mothers are eligible for up to 8 weeks of additional 100% paid medical leave.
* Tuition reimbursement up to $5,250 per year of eligible tuition and fees.
* Crown Castle scholarship program awarding up to $10,000 per recipient each year for eligible dependent children of employees and interns.
* Matching charitable contributions to qualified charitable organizations of up to $1,000 per year per teammate.
* Generous paid time-off for eligible full-time employees (minimum 18 days per year based on years of service).
* 10 company holidays plus 2 floating holiday.
* All offices provide free beverages and snacks.
Compensation
The salary range offered for this position is $89600 - $123100 annually. A candidate's offer is determined by various factors including but not limited to, depth of experience, role-related knowledge and skills, relevant education or training, internal alignment, and work location. Depending on the position offered, the compensation package may also include incentive compensation opportunities in the form of a discretionary annual cash bonus or commissions, and equity incentives.
Additional Information
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
If you are interested in joining our team, please visit the Crown Castle careers site to apply. We do not accept resumes from agencies, headhunters, or other third-party suppliers who have not signed a formal agreement with us. This position will remain posted until filled.
#LI-AB1
$89.6k-123.1k yearly 25d ago
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Commercial Account Executive
Crown Castle Inc. 4.5
Crown Castle Inc. job in New York, NY
Commercial Account Executive (P2) For more than three decades, Crown Castle has led the way in shared communications infrastructure, delivering profitable solutions by connecting communities, businesses, and people, and enabling each to thrive with reliable access to voice and data in more places, faster than ever before. When you join Crown Castle, you become part of a dynamic team of passionate and collaborative professionals engaging in complex challenges and contributing to projects that shape the future of life and work.
For over 30 years, we've worked closely with customers in nearly every industry to build custom fiber solutions that meet all their network needs and keep them connected, secure and ready for the future. Our portfolio of fiber solutions is available in 23 of the top 25 US markets and includes Internet, Ethernet and Wavelength, as well as fully-managed solutions like Managed SD-WAN and Cyber Defense. We pride ourselves on providing our customers with peace of mind that their network will perform seamlessly because we're as committed to their success as they are.
Although you will be hired as a Crown Castle employee, your employment and the responsibilities associated with this job likely will transition to an acquiring company in the future. For more information, please visit: ****************************************************
Role
The Commercial Account Executive is a true hunter role expected to develop and close new revenue opportunities with the defined profile of Commercial accounts within the region. This will be accomplished by growing revenue within an assigned set of existing customers and establishing new customer relationships within a defined set of prospects. A successful candidate will have the capability to quickly learn Crown Castle's product set and differentiators, develop sales opportunities within the assigned module of customers and prospects, professionally and consistently engage with and manage existing customers, and strategically close new business.
Responsibilities
* Develop and execute sales plans to achieve assigned quotas
* Establish and conduct sales meetings with customers, presenting the Crown Castle value proposition
* Drive new sales opportunities through the entire sales process
* Cultivate strong relationships with decision-makers and influencers within accounts
* Act as the primary point of contact for customers providing a high level of customer service to all Crown Castle customers
* Generate leads by prospecting and building and maintaining relationships throughout the industry
* Effectively communicate across internal Crown Castle departments
* Master internal sales and marketing programs and systems to maximize effectiveness
* Maintain timely and accurate account and opportunity information in the CRM system
* Provide accurate sales forecasts
Education/Certifications
* Bachelor's degree preferred
Experience/Minimum Requirements
* Two (2) to five (5)+ years of business-to-business sales experience
* Experience selling to and maintaining Commercial accounts
* Working knowledge of WDM, Ethernet, Cloud Connectivity, IP, and other Fiber Optic services
* Familiarity with the following is preferred not required:
* SD-WAN, SASE, DDoS, Cloud, Cyber Defense
* Proficiency in Microsoft Office Suite
* Proficiency in CRM applications
Organizational Relationship
Reports to: Manager Fiber Enterprise Sales
Title(s) of direct reports (if applicable): N/A
Where You Will Work: This is a hybrid role with the expectation of on-site/in-person collaboration in NYC and NJ Metro areas and may require up to 50% travel.
YOUR COMPANY BENEFITS
At Crown Castle, we do our best to ensure you have access to the resources you need to live a healthy and happy life no matter where you are in life. Our benefits are built around your individual needs, covering physical, mental, and financial health and designed to enhance your quality of life.
We are proud to offer a full suite of health and wealth benefits for you and your loved ones. Below are a few of the key highlights of the many benefits we provide.
* Comprehensive healthcare plans with highly company subsidized premiums and up to $2,000 annual company contribution to your Health Savings Account (HSA base plan for employee and dependents).
* Market-leading 401(k) plan, which includes up to 10% company contributions through our 5% match and 5% profit sharing program (based on employee contributions).
* New-child leave up to 8 weeks of 100% paid leave upon birth or legal adoption of a new child. Birth mothers are eligible for up to 8 weeks of additional 100% paid medical leave.
* Tuition reimbursement up to $5,250 per year of eligible tuition and fees.
* Crown Castle scholarship program awarding up to $10,000 per recipient each year for eligible dependent children of employees and interns.
* Matching charitable contributions to qualified charitable organizations of up to $1,000 per year per teammate.
* Generous paid time-off for eligible full-time employees (minimum 18 days per year based on years of service).
* 10 company holidays plus 2 floating holiday.
* All offices provide free beverages and snacks.
Compensation
The salary range offered for this position is $67400 - $92700 annually. A candidate's offer is determined by various factors including but not limited to, depth of experience, role-related knowledge and skills, relevant education or training, internal alignment, and work location. Depending on the position offered, the compensation package may also include incentive compensation opportunities in the form of a discretionary annual cash bonus or commissions, and equity incentives.
Additional Information
If you are interested in joining our team, please visit the Crown Castle careers site to apply. We do not accept resumes from agencies, headhunters, or other third-party suppliers who have not signed a formal agreement with us. This position will remain posted until filled.
$67.4k-92.7k yearly 25d ago
Wealth Management Client Relationship Manager
Nuveen Investments 4.9
White Plains, NY job
**Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values.
Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
**Key Responsibilities and Duties**
+ The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes 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.
+ Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
+ Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
+ All licenses and registrations must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
**Required:**
+ 2+ years of financial services experience.
+ Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.
**Preferred:**
+ 3+ years of financial services experience.
+ Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
**Anticipated Posting End Date:**
2026-01-16
Base Pay Range: $62,500/yr - $87,500/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$62.5k-87.5k yearly 27d ago
Trading Operations Associate-Brooklyn Investment Group
Nuveen Investments 4.9
New York, NY job
Trading Operations Associate Brooklyn Investment Group is an SEC-registered Investment Adviser that leverages the technology of its parent company, Brooklyn Artificial Intelligence Research. This technology is combined with institutional-grade portfolio optimization and automated tax-loss harvesting to power personalized portfolios for our clients, including financial advisory firms and asset managers.
Over the past five years, Brooklyn Artificial Intelligence Research has developed one of the most powerful engines for customizing investment portfolios and more than $5 billion has been traded on its portfolios to date.
Our growing team of 20+ quant investors, machine learning researchers, and software engineers comes from top universities and financial institutions such as Goldman Sachs, Citadel and Bridgewater Associates.
Opportunity
As a Trading Operations Associate, you'll be the main point of contact for our clients, operational partners, and custodians, overseeing trade execution and reconciliation processes, primarily in public equities.
**Key Responsibilities and Duties**
+ Execute trading workflow, including pre and post trade checks, order generation/algo selection
+ Supervise reconciliation processes and certify account status
+ Act as a liaison and main point-of-contact with our operational partners and custodians
+ Identify, investigate and remedy issues with trade execution, allocation and account positions
+ Query trading and market data and create reports
+ Monitor and analyze execution quality and identify opportunities for improvement
+ Serve as a client-facing point of contact for portfolio management, trading, and reporting
+ Coordinate with the portfolio construction team to ensure a seamless client experience
+ Support integration efforts with execution providers and clients
+ Analyze transaction and lot data for anomalies or errors
+ Assist in implementation of feature enhancements to the trading and reconciliation systems.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**Career Level**
6IC
**Qualifications:**
**Required:**
+ Minimum of 2 years of experience in equities portfolio management, trading, or investment operations
**Preferred:**
+ 3 years of experience in equities portfolio management, trading, or investment operations
+ Meticulous attention to detail
+ Experience with block and algorithmic trading
+ Experience with financial data querying and analysis
+ Desire to work in fast-paced environment that's at the cutting edge of asset management innovation
+ Experience with Order Management Systems
+ Experience interacting with custodian platforms, like Schwab and Fidelity
+ Experience with Python and SQL
+ Experience in accounting and tax loss harvesting (preferred)
+ Experience in C#, Rust, and Unix (preferred)
+ Experience with AWS (preferred)
**Anticipated Posting End Date:**
2026-01-27
Base Pay Range: $125,000/yr - $200,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$125k-200k yearly 2d ago
Associate, Loan Administration - Energy Infrastructure Credit (EIC)
Nuveen Investments 4.9
New York, NY job
The Associate, Loan Administration role is responsible for supporting all investment activities performed by the group that occur before and after initial underwriting - assisting in portfolio management of existing holdings, reporting and other ad hoc activities.
**Key Responsibilities and Duties**
+ Assist in ongoing management of existing portfolio holdings and participate in the closing and funding process of new investments across EIC strategies
+ Assist in maintaining information for investments and coordinating internal and external reporting requirements
+ Set up and maintain assets for various funds and co-investor portfolios in IMS (Charles River) and support Nuveen Operations in maintaining Wall Street Office
+ Liaise with investment team to identify portfolio-related issues and communicate these to the portfolio management team
+ Support deal teams in preparing and finalizing closing documentation, ensuring accuracy and completeness and compliance with internal procedures
+ Facilitate initial and delayed draw process across investment team, Nuveen Operations, administrative agent, and investor custodian / administrator
+ Support the deal teams in execution of portfolio company's amendment/requests
+ Liaise with administrative agents and other administrative counterparties responsibilities for EIC investments, including the co-investment process
+ Responsible for liaising with Nuveen Operations to ensure reconciliation with admin agents, custodians, co-investors and other counterparties
+ Coordinate loan-level reporting for insurance clients such as the TIAA general account
**Additional Responsibilities**
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 3+ Years Required; 5+ Years Preferred
**Career Level**
7IC
**Required Qualifications**
+ Minimum 3+ years of investment management operations experience or bank loan agency/syndication experience.
**Preferred Qualifications**
+ 5+ years of investment management operations experience or bank loan agency/syndication experience.
+ Bachelor's degree in finance, accounting, business, or economics.
+ Ability to collaborate with internal teams and external clients to achieve shared objectives.
+ Strong verbal and written communication skills.
+ Thrives in fast-paced environments where meeting deadlines are critical to success.
+ Meticulous attention to detail while managing multiple priorities, consistently following through on commitments and deliverables.
+ Demonstrated analytic skills, strong working knowledge of fundamental financial, accounting, business concepts, and a proactive interest in learning and mastering new concepts.
+ Strong Microsoft Excel skills and experience.
+ Experience with Bloomberg, performance systems, and other loan research and analysis tools.
Related Skills
Asset/Investment Modeling, Clean Energy Acumen, Collaboration, Detail-Oriented, Due Diligence, Financial Analysis, Infrastructure Investments, Negotiation, Prioritizes Effectively, Problem Solving, Stakeholder Engagement
**Anticipated Posting End Date:**
2026-01-26
Base Pay Range: $117,000/yr - $140,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$117k-140k yearly 60d+ ago
Vice President, Associate General Counsel (Fund Formation Attorney)
Nuveen Investments 4.9
New York, NY job
+ Liaise with and oversee external counsel in the structuring, documentation and closing of new products + Collaborate with the General Counsel and business partners in the Product, Accounting, Operations, and Investor Relations teams in connection with new product strategy and development
+ Provide advice and counsel regarding regulatory issues in the private funds space, including those impacting private capital strategies
**Additional Requirements:**
+ Experience or familiarity with underlying asset classes in which we specialize is ideal
+ Hands-on and detail-oriented, and able to work in a fast-paced environment
+ Ability to combine substantive knowledge and experience with a practical approach designed to meet commercial objectives
+ Ability to be comfortable working in a highly collaborative environment and contribute to new business initiatives and structures
**Educational Requirements**
+ J.D. from accredited law school.
**Work Experience**
+ Minimum 5 years' experience working in a law firm or asset manager working with private funds and direct lending or private equity strategies
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8IC
**Salary Range:** $190,000 - $250,000 / annually
Related Skills
Accountability, Adaptability, Communication, Digital Savviness, Influence, Legal Collaboration / Consensus Building, Legal Counsel Expertise / Advisory, Legal Negotiation / Contract Management, Legal Risk Management, Legal Writing, Problem Solving, Relationship Management
**Anticipated Posting End Date:**
2026-01-31
Base Pay Range: $136,000/yr - $275,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Churchill, an investment-specialist affiliate of Nuveen (the asset manager of TIAA), provides customized financing solutions to U.S. middle market private equity firms and their portfolio companies across the capital structure. With over $52 billion of committed capital, we provide first lien, unitranche, second lien and mezzanine debt, in addition to equity co-investments, secondary solutions and private equity fund commitments. Churchill has a long history of disciplined investing across multiple economic cycles and our unique origination strategy and investment approach are driven by nearly 200 professionals in New York, Charlotte, Chicago, Dallas and Los Angeles. To learn more, visit ******************* .
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$190k-250k yearly 8d ago
Discretionary Global Macro Portfolio Manager
MKP Capital Management LLC 4.8
New York, NY job
Job Description
Discretionary Global Macro Portfolio Manager
Global alternative investment manager searching for a Discretionary Global Macro Portfolio Manager to join team as part of a global investment team with offices in London/NY/Miami/Singapore. The candidate should have at least two (2) years of risk-taking experience with full discretion of a portfolio or trading book. This role will manage at least $250M of capital and can grow quickly depending on experience/performance.
Responsibilities
Manage a dedicated capital allocation within the firm's discretionary directional global macro fund primarily investing in developed markets.
Manage risk through identifying thematic trades within mandate with emphasis on risk management, involving daily reconciliation of position risk exposures and interaction with the risk management team.
Employ portfolio hedges of related macro risks as necessary.
Work within a collaborative framework and participate in internal weekly meetings freely sharing developments, themes and investment ideas within the global macro landscape.
Collaborate with internal Strategy & Research team to discuss macro themes, investment ideas and relative value as well as offer feedback/input to portfolio valuation.
Liaise with Associate Portfolio Manager/Portfolio Manager teams globally on best execution of all trades.
Facilitate and manage information flow/communication with counterparties.
Engage in quarterly performance review with the Investment Committee.
Participate in meetings with existing and potential investors, as required.
Qualifications
Undergraduate degree, CFA a plus.
Minimum eight (8) years related work experience and at least two (2) years with a dedicated capital allocation focusing on developed markets.
Relevant experience managing at least $250mm capital allocation or trading book.
Demonstrate and articulate a successful, repeatable investment process with a demonstrated edge, including demonstrable development of views to how trades are ultimately implemented in the portfolio.
Ability to take own domain knowledge and share it amongst the investment team with an openness to learn and operate within fund investment framework.
Strong quantitative, analytical and financial modeling skills.
Ability to contribute concise, effective investment themes/ideas to entire investment team within a highly collaborative culture.
Ability to express and connect views through best risk-reward strategy with consideration to overall portfolio construction.
Team player and adaptive to different market environments
Commitment to the highest ethical standards.
Sr Dir, Portfolio Architect - Corporate Technology The Portfolio Architect for Corporate Technology will lead the architectural strategy and design for TIAA's Corporate Technology ecosystem, encompassing Law and Policy, Risk & Compliance, Finance, Audit, Corporate Services, and People Team technology platforms. This role will drive the holistic development and integration of technology capabilities across the corporate portfolio, ensuring alignment with enterprise architecture principles while enabling business transformation and operational excellence.
BACKGROUND
TIAA is on a journey to modernize and transform Business and Technical Capabilities into next generation capabilities leveraging cloud and advanced techniques. The Portfolio Architect will serve as a key partner to Corporate Technology stakeholders, working closely with the Enterprise Architecture function, business leaders, and cross-functional teams to deliver integrated solutions that support TIAA's corporate functions.
**Key Responsibilities and Duties**
+ Lead the development and evolution of the Corporate Technology architecture roadmap, encompassing Law and Policy, Risk & Compliance, Finance, Audit, Corporate Services and People Team technology ecosystems.
+ Define and maintain capability maps for Corporate Technology functions, identifying current state, target state, and transformation pathways.
+ Create reference architectures and design patterns that promote consistency, reusability, and scalability across the corporate portfolio.
+ Partner with Enterprise Architecture team to ensure Corporate Technology architectures align with/contributes to enterprise-wide architectural principles, patterns in support of company standards.
+ Collaborate with business stakeholders and delivery organizations across Legal, Risk & Compliance, Finance, and People teams to translate business requirements into technical specifications and architectural solutions.
+ Lead business process modeling and value stream analysis to understand current state processes across Corporate Technology functions, identifying optimization opportunities and supporting process improvement initiatives.
+ Create models for mapping Corporate Technology functions as compositions of platform capabilities, supporting TIAA's evolution toward a product-centric operating model.
+ Define principles for Build/Buy decisions and technology selection criteria specific to Corporate Technology needs.
+ Drive architectural governance processes to ensure solutions align with enterprise standards, strategic objectives and good architecture practices.
+ Influence without authority to drive architectural best practices and standards adoption across diverse stakeholder groups.
+ Develop and maintain business capability models and capability maturity assessments for Corporate Technology functions, identifying gaps and opportunities for improvement while supporting capability-based planning and investment decisions.
+ Establish and maintain architectural documentation, standards, and guidelines for Corporate Technology.
+ Support project delivery by providing architectural guidance, oversight and governance throughout the development lifecycle.
+ Represent the Corporate Functions Technology team in the Technical Architecture Governance and the AI Center of Excellence (COE) processes.
**Educational Requirements**
+ Bachelor's Degree Required
**Work Experience**
+ 8 Years Required; 10 Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
10IC
**Required Skills:**
+ 8+years of progressive experience in enterprise architecture, solution architecture, or related technical leadership roles.
+ Experience in financial services, with preference for experience in Legal, Risk & Compliance, Finance, or HR technology domains.
+ Experience with cloud technologies, modern architecture patterns, and/or enterprise integration approaches.
+ Bachelor's degree in Computer Science, Information Systems, or relevant field.
**Preferred Qualifications:**
+ 10+years of progressive experience in enterprise architecture, solution architecture, or related technical leadership roles.
+ Proventrack recordof leading architectural initiatives in complex, regulated environments.
+ Experience with enterprise architecture tenants including Technical Debt Management, Application Lifecycle Management, Products Portfolio Management.
+ Ability to influence without authority and drive consensus across diverse stakeholder groupsin fast pacedevolvingenvironments.
+ Experience with Domain Driven Design, Data Mesh,AI, Gen AI, Agenticand capability-driven architecture methodologies.
+ Excellentcommunication and presentation skills with experience in executive stakeholder management.
+ Experience working in individual contributor roles while providing technical leadership across multiple teams.
Related Skills
Agile Methodology, Continuous Integration and Deployment, Data Analysis, Debugging, DevOps, Enterprise Application Integration, Operating Systems Management, Problem Solving, Programming, Software Development, Software Development Life Cycle, Web Application Development
**Anticipated Posting End Date:**
2026-01-17
Base Pay Range: $146,000/yr - $175,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$146k-175k yearly 2d ago
Wealth Advisor
Nuveen Investments 4.9
Melville, NY job
Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals.
**Key Responsibilities and Duties**
+ 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.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 3+ Years Required; 5+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
7IC
**Required:**
+ 3+ years financial services experience
+ Series 7, 63 and 65 (or 66) completed within 120 days of start date
**Preferred:**
+ 5+ years financial services experience
+ Series 7, 63 and 65 (or 66) completed
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management
**Anticipated Posting End Date:**
2026-02-28
Base Pay Range: $80,000/yr - $95,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$80k-95k yearly 27d ago
Sr. Associate/VP - Associate General Counsel
Nuveen Investments 4.9
New York, NY job
Churchill Asset Management is seeking an experienced corporate finance transactional attorney to represent Churchill and its affiliated entities and managed accounts as lenders and investors in connection with the structuring and closing of senior lending transactions, with or without a related non-control equity investment. Transactions include both first lien senior secured and alternative credit transactions. The candidate will also have an opportunity to work on both junior secured and unsecured transactions from time to time in connection with the portfolio. The position reports into Churchill's Deputy General Counsel, who oversees the senior lending transactional legal group.
**Key Responsibilities and Duties**
+ Liaise with and oversee external counsel in the structuring, documentation and closing of financing transactions in the sponsor-backed middle market, with a particular focus on senior secured financings.
+ Collaborate with other members of the Churchill's transactional legal group regarding developments in the financing markets and coverage of overflow transactions.
+ Provide advice and counsel regarding regulatory issues arising out of financing and portfolio management activity in the private equity-backed direct lending asset class generally, with a particular focus on senior lending finance activity.
+ Ad hoc projects, as necessary.
**Additional Requirements**
+ Familiarity with key lender structural and covenant protections in the traditional middle market financing space.
+ Assertiveness - the ideal candidate will have the ability to integrate quickly into a dynamic team environment, collaborate closely with business partners from the front office, operations, fund administration and tax groups, while also being able to work independently when necessary to ensure transaction timeline expectations are met.
+ Experience with business development companies and Investment Company Act issues is a plus.
**Educational Requirements**
+ J.D. from accredited law school.
**Work Experience**
+ Minimum 3 years of experience working in a law firm or asset manager working with direct lenders in the sponsor-backed market, particularly the core middle market.
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8IC
**Salary Range:** $225,000 - $260,000 / annually
Related Skills
Accountability, Adaptability, Communication, Digital Savviness, Influence, Legal Collaboration / Consensus Building, Legal Counsel Expertise / Advisory, Legal Negotiation / Contract Management, Legal Risk Management, Legal Writing, Problem Solving, Relationship Management
**Anticipated Posting End Date:**
2026-01-15
Base Pay Range: $136,000/yr - $275,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Churchill, an investment-specialist affiliate of Nuveen (the asset manager of TIAA), provides customized financing solutions to U.S. middle market private equity firms and their portfolio companies across the capital structure. With over $52 billion of committed capital, we provide first lien, unitranche, second lien and mezzanine debt, in addition to equity co-investments, secondary solutions and private equity fund commitments. Churchill has a long history of disciplined investing across multiple economic cycles and our unique origination strategy and investment approach are driven by nearly 200 professionals in New York, Charlotte, Chicago, Dallas and Los Angeles. To learn more, visit ******************* .
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$225k-260k yearly 27d ago
Sr. Associate, CPACE Transaction Management
Nuveen Investments 4.9
New York, NY job
Nuveen Green Capital (NGC) is a rapidly growing company with the goal of changing how our country's commercial real estate buildings produce and use energy. We finance commercial real estate new construction developments, substantial rehab projects, and retrofits of existing buildings with an innovative financing product called C-PACE (Commercial Property Assessed Clean Energy). Nuveen Green Capital is the nation's leading provider of C-PACE financing. C-PACE financing funds multi-million dollar energy, water, and resiliency measures within a commercial real estate project's construction budget and is paired with traditional construction, bridge, and permanent financing to complete a project's capital stack. C-PACE financing is attractively priced construction-to-permanent financing that is growing in popularity among real estate developers and property owners.
The Senior Associate, Transaction Management is responsible for assisting in identifying investment opportunities via C-PACE lending secured by all real estate product types. Working with senior originations team members, the Senior Associate, Transaction Management plays a critical role in all aspects of loan origination, transaction management, and underwriting. The role supports the analysis and execution for originating new C-PACE investments on behalf of Nuveen Green Capital investors. The Sr. Associate, Transaction Management will benefit from rapid on-the-job learning, unparalleled strategic input, access to company executives and tremendous growth potential.
**Key Responsibilities and Duties**
Underwriting
- Preparing term sheets for early-stage deals and assisting with presentation materials when needed.
- Perform loan underwriting in support of senior debt originations team members through building financial models, conducting financial and credit analysis of properties, reviewing markets, underwriting borrowers, writing internal investment memoranda, assisting in internal and external processes, and conducting other key diligence.
- Prepare credit committee memoranda, term sheets, and other associated documents.
- Perform ongoing market and property-specific research.
Transaction Management
- Execute on a diverse pipeline of C-PACE projects of various complexity, triaging and prioritizing the most impactful next steps for the overall pipeline.
- Communicate internally with originations, credit, legal, and asset management teams
- Lead externally with clients and partners to keep the deal team on track for key milestones and closing.
- Support relationships with developers and third-party capital providers.
- Go 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.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 3+ Years Required; 5+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
7IC
**Required Qualifications:**
+ Minimum of 3+ years of Commercial Real Estate (CRE) underwriting experience
**Preferred Qualifications:**
+ 5+ years of Commercial Real Estate (CRE) experience
+ 1+ year of CRE construction and/or development underwriting
+ Demonstrated interest in sustainability and/or clean energy deployment
Related Skills
Accountability, Adaptability, Clean Energy Acumen, Collaboration, Commercial Mindset, Consultative Communication, Continuous Improvement Mindset, Executive Presence, Prioritizes Effectively, Stakeholder Engagement
**Anticipated Posting End Date:**
2026-01-30
Base Pay Range: $106,000/yr - $148,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$106k-148k yearly 44d ago
2026 Early Talent Internship: Nuveen Equities & Fixed Income (NEFI)
Nuveen Investments 4.9
New York, NY job
**Intern** Throughout the intensive 10-week summer program, participants engage in a structured professional development curriculum featuring: + Comprehensive training modules + Executive speaker series + Educational workshops + Mentorship programs + Cohort-based learning experiences
This position provides exposure to key business divisions including Actuarial Services, Asset Management, Business Management, Corporate Strategy and Development, Financial Analysis and Accounting, Human Resources, Internal Audit, Law and Policy, Marketing and Communications, Product and Business Development, Retirement Solutions, Risk and Compliance, Technology, and Wealth Management.
**Key Roles and Duties**
+ **Support high-impact business initiatives** by contributing to meaningful projects that directly support business objectives and client outcomes
+ **Collaborate on strategic presentations and research projects,** contributing to PowerPoint and Excel deliverables and analytical materials that inform key business decision-making
+ **Support a variety of projects by helping to** coordinate project materials and meetings to ensure seamless information flow across teams
+ **Drive independent research initiatives** to gather market intelligence, competitive analysis, and supporting documentation that advances business objectives
+ **Immerse yourself in professional development opportunities** through exclusive access to executive speaker series, specialized training programs, and networking events designed to accelerate your career trajectory
+ **Explore diverse career pathways** by working alongside professionals across multiple departments and gaining hands-on experience in various business functions
+ **Build comprehensive industry expertise** while developing deep knowledge of TIAA's culture, values, and position within the financial services landscape
**Educational Requirements:**
+ Currently enrolled in a degree-seeking program pursuing a Bachelor's or Master's degree
**Additional Requirements:**
+ Expected Graduation date between December 2026- June 2028
+ Minimum GPA of 3.0
**Physical Requirements:**
+ Sedentary Work
**Career Level**
2IC
**POSITION SUMMARY:**
The 10-week summer internship program is designed to challenge students by providing opportunities to provide hand-on experiences, skills training and valuable professional networking to assist students with identifying and building on their career interests. This role gains experience and an overall feel for the company and the financial services industry by attending meetings, delivering presentations, exploring business-specific tasks, and working closely with cross-functional groups to better understand the Nuveen businesses.
The program includes a robust training and onboarding program followed by our ongoing speaker series, lunch-and-learns, and cohort engagement activities, as well as direct access to executive and senior leadership, mentors and previous interns.
**KEY RESPONSIBILITIES AND DUTIES:**
You will have the opportunity to work in one of the below exciting business areas including but not limited to:
**Client Portfolio Management **
Client Portfolio Management (CPM) is an expert portion of our investment teams working in partnership with and across distribution channels in support of new business development, relationship growth, and client retention. The team is organized by asset class, providing specialized expertise within municipals, taxable fixed income, equities, and public real assets.
Client Portfolio Management professionals demonstrate Nuveen's investment expertise through specialized representations of our research and investment capabilities, competitive product positioning, and timely market perspectives.
Client Portfolio Managers act as market-facing proxies for the portfolio management team, communicating investment strategy, process, and results to clients and prospects, thereby enabling PMs to focus the majority of their time on portfolio management.
**Global Strategy**
The Global Strategy intern will play a supporting role in advancing the growth of our equities and fixed income business. This will include ongoing research, analysis and support for new and existing strategies and client relationships. In addition, the analyst will assist in early-stage research into new asset classes, business partners, markets, and geographies as avenues for growing the business. The analyst will actively work with the Global Strategy Group Analyst and is driven, able to learn on the job, and will be able to contribute immediately.
**Business Strategy and Specialist Relations NEFI**
The Business strategy and specialist relations intern will support the Business Strategy and Specialist Relations Team within Nuveen's Equities and Fixed Income organization, which represents over $850 billion in assets under management across several distinguished investment specialists. The Team is responsible for planning and executing the organization's strategic initiatives designed to position its investment capabilities for growth and strong performance. Many of the initiatives underway are transformative, and are focused on investment team integrations, restructurings, operating model optimization, and compensation/incentive plan design. Additional responsibilities include managing relationships with investment specialists; partnering with Nuveen's distribution, product, and marketing teams to showcase investment capabilities to clients; working closely with shared services (human resources, information technology, operations and finance) on cross-functional projects; and reporting on strategic initiatives to Nuveen and TIAA's Boards and other stakeholders.
**Equity** or **Fixed Income Research**
Interns could join our research team, specializing in either Equity or Fixed Income Research. This internship provides the opportunity to gain hands-on experience in analyzing stocks (equities) or bonds (fixed income) to support investment decision-making. Ideal for individuals that are passionate about financial markets, this internship offers a valuable foundation for a career in investment research.
+ Conduct company and industry analysis by collecting and evaluating financial data and market trends
+ Build and maintain financial models to forecast company performance.
+ Prepare equity research reports and recommendations for portfolio managers and senior analysts.
+ Analyze fixed income instruments, including corporate and government bonds, and assess credit markets.
+ Assist in creating financial models to evaluate bond performance and risk factors.
+ Generate reports on fixed income trends and provide investment recommendations
**Private** **Placements** **:**
The Private Placements team offers hands-on experience supporting the origination, execution, and management of private debt and equity transactions. As an intern, you'll work directly with senior investment professionals to analyze investment opportunities across a diverse range of asset classes including fixed income, equity, derivatives, and alternative investments.
During this internship, you'll develop essential skills in financial modeling, valuation techniques, and transaction execution while drafting key materials such as private placement memorandums, investor presentations, and market updates. You'll help evaluate relative value, establish asset allocation strategies, and track portfolio performance across private placement portfolios. This internship provides valuable exposure to live transactions and client-facing business initiatives, allowing you to participate in due diligence sessions and contribute to portfolio management decisions.
This experience offers an excellent foundation in alternative investments while developing both technical finance capabilities and client relationship skills that will enhance your versatility as a finance professional at Nuveen.
Related Skills
Accountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management
**Anticipated Posting End Date:**
2026-01-14
Base Pay Range: $22.00/hr - $30.00/hr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$22 hourly 60d+ ago
2026 Early Talent Rotational Program: Nuveen Private Infrastructure
Nuveen Investments 4.9
New York, NY job
**Rotational Program - Nuveen Real Estate Real Assets** The Rotational Program - Nuveen Real Estate Real Assets participates in a comprehensive rotational program that combines senior leadership interaction and cross-business experience with real life situations and projects. This job work with financial services technology platforms and tools and will learn the techniques, disciplines and processes that deliver the highest quality results to our customers. Each rotation is designed to improve business knowledge and build an overall understanding of the company. This job is assigned a mentor who provides ongoing coaching and feedback.
**Key Responsibilities and Duties**
+ Gains knowledge across various business functions to help discover which role fits best.
+ Develops skills and gains experience to ensure a successful career at TIAA.
+ Executes project activities by understanding objectives, meeting timelines and communicating results.
+ Assists in preparing information and research materials, including Powerpoint presentations.
+ Takes notes during meetings and provides to team members.
+ Researches and gathers documentation as directed by the colleagues.
+ Attends required trainings.
+ Shadows multiple office jobs and trains in a variety of function-related tasks.
+ Utilizes academic knowledge, skills and experience to apply tactics and strategies to solve real business challenges for a mission driven asset management organization.
**Educational Requirements**
+ Bachelor's Degree Preferred
**Work Experience**
+ No Experience Required
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
5IC
**COMPANY BACKGROUND**
Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at **************
**POSITION**
As an Analyst for Nuveen's Infrastructure private equity team focused on private equity infrastructure investments, your role will include supporting origination of new investments as well as portfolio management and surveillance activities across the firm's existing private equity investment portfolios such as infrastructure private equity funds, co-investments, direct equity, and preferred security investments.
**RESPONSIBILITIES**
+ Assist in underwriting and management of direct equity and equity-like investments by working with senior deal team members to execute on due diligence including modeling and preparing investment committee materials.
+ Work with the team to assist in responding to external and internal business partners' request, preparing portfolio materials and presentations, assist various quantitative and qualitative analysis including sector and investment research and analysis.
+ Assist in screening and underwriting limited partnership commitments with external infrastructure fund managers; Underwriting include sector analysis, fund manager comparisons, track record assessment to ensure investments meet investment strategy criteria; Assist in underwriting co-investments across all infrastructure subsectors.
+ Perform quantitative and qualitative analysis on existing infrastructure portfolio.
+ Assist in portfolio activities including portfolio reviews, market research, rating agency analysis, sponsor evaluation, and investment modifications.
+ Assist in researching and analyzing both macro and portfolio trends to help drive investment goals and portfolio construction. This portfolio's multi-sector infrastructure strategy includes investments in transportation, transmission, renewable energy, storage, social infrastructure (campus energy, student housing, healthcare, etc.) and digital infrastructure (data centers, fiber optic networks, towers, DNS, etc.)
+ Work with senior team members to be responsive to internal business partners' requests to ensure all legal, compliance, and accounting requirements are met.
+ Prepare memoranda and other materials used to support investment and portfolio recommendations and to communicate with internal business partners and external clients.
+ Maintain investment performance databases and files.
**QUALIFICATIONS**
**_Required Experience_**
+ Bachelor's degree
+ One to two years of institutional investment and/or private equity infrastructure/project finance and valuation preferred
**_Desired Experience_**
+ Strong MS Excel modeling skills
+ Knowledge and ongoing interest in, current trends, success factors, participants and industry terms in infrastructure and energy investment markets
+ Demonstrated aptitude for developing and using financial statement analysis and financial modeling
+ Strong knowledge of accounting and finance
+ Excellent verbal and written communication skills
+ Strong interpersonal skills
+ Willingness to work hard in a team-oriented, performance-based environments
Related Skills
Accountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management
**Anticipated Posting End Date:**
2026-01-24
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$107k-143k yearly est. 60d+ ago
Sr Investment Accountant - Nuveen Private Funds Finance
Nuveen Investments 4.9
New York, NY job
The Senior Investment Accountant ensures that investment accounting policies and procedures are correctly applied to financial transactions. Under minimal supervision, this job works directly with asset management, operations, and other accountants and administrators. This job reviews accounting and performance activity and prepares financial reports for clients and senior management.
**Key Responsibilities and Duties**
+ Prepares timely and accurate GAAP work papers and supporting schedules to satisfy accounting requirements for fund products and separately managed accounts.
+ Prepares investor reporting, including financial statements, capital statements, and supplementary schedules.
+ Monitors product budgets and prepare accruals and payment requests.
+ Monitors product cash flows and capital needs. Prepares capital calls, distributions, and fund rebalancing, as needed.
+ Calculates performance returns and fees payable.
+ Supports the annual audit process, examinations, and ad hoc inquiries.
+ Collaborates with fund administrators and custodians to support the accounting and reporting requirements.
+ Provides guidance to junior Investment Accountants regarding issues that require more advanced knowledge and experience.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 3+ Years Required; 5+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
7IC
**Required Qualifications:**
+ 3+ years of GAAP accounting experience
**Preferred Qualifications:**
+ 5+ years of GAAP accounting experience
+ 1+ year of investment portfolio accounting, including debt investments
+ BS/BA degree in Accounting or Finance
+ Certified Public Accountant (CPA)
+ Experience with fund accounting and reporting, including GAAP financial statements, partner allocations, and performance calculations
+ Knowledge of investment operations, including middle and back office
+ Experience with WSO, Eagle, and Advent Geneva
+ Experience interacting with internal and external auditors
+ Ability to identify areas of improvement and implement necessary enhancements
**Additional Responsibilities:**
+ Performs the monthly accounting close processes for unregistered funds and separate accounts with investments in senior loans, corporate and convertible bonds, , CLO's, equity securities, and derivatives.
+ Calculates accruals, estimates, and management fees. Reviews wire payments for expenses and reimbursements.
+ Computes portfolio performance, investor fees and allocations.
+ Communicates with prime brokers, custodians and fund administrators, analyzing and resolving issues.
+ Compiles financial statements and disclosures in conformance with GAAP and Investment Company accounting and reporting guidance.
\#LI-KD2
Related Skills
Accountability, Accounting Standards, Business Acumen, Client Relationship Management, Collaboration, Communication, Compliance, Data-Driven Business Intelligence, Due Diligence, Executive Presence, Financial Acumen, Financial Modeling, Financial Risk Management, Financial Statements, Fund Accounting, Market/Industry Dynamics, Stakeholder Engagement, Story Telling
**Anticipated Posting End Date:**
2026-02-02
Base Pay Range: $76,300/yr - $101,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$76.3k-101k yearly 3d ago
Manager, Investment Risk Officer
Nuveen Investments 4.9
New York, NY job
**Financial Risk and Capital Management** The Investment Risk Officer is responsible for providing expertise on how to minimize investment risks within the organization by developing and implementing second line of defense reports, systems, and processes. As a subject matter expert in risk management, this job manages risk oversight and reviews processes related to monitoring and managing capital and liquidity adequacy.
**Key Responsibilities and Duties**
Portfolio Risk Analysis:
- Conduct comprehensive risk assessments of new investment opportunities and existing portfolio positions
- Prepare detailed risk reports and presentations for senior management and investment committees
- Monitor emerging risks, particularly rapid growth impacts in private markets
- Perform stress testing and scenario analysis across alternative asset classes
Risk Framework & Modeling:
- Support implementation and monitoring of TIAA's tail risk framework across alternative investment asset classes
- Prototype and enhance quantitative risk models for Private Equity, Infrastructure, Agriculture, Timberland, and Commercial Real Estate investments
- Analyze simulation outputs from risk and private and public data analytics
- Monitor compliance with risk limits (both notional and tail risk) within TIAA's established risk appetite framework
Cross-Functional Collaboration:
- Work closely with investment teams to understand deal structures, due diligence processes, and risk characteristics
- Partner with quantitative support teams and other risk management functions
- Support quarterly and annual risk reporting processes
- Collaborate with offshore team members and provide guidance on analytical tasks
Systems & Technology:
- Advanced utilization of Excel for complex financial modeling and analysis
- Work with large datasets and various risk management platforms
- Leverage different Risk models and systems
- Proactively incorporate AI/LLM tools for enhanced analytical capabilities
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 5+ Years Required; 7+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8IC
**REQUIRED EXPERIENCE:**
+ 5+ years of relevant experience in investment risk management, asset management, institutional investing, or related fields
**PREFERRED EXPERIENCE:**
+ 7+ years of relevant experience in investment risk management, asset management, institutional investing, or related fields
+ Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Physics, Computer Science, Finance, Economics, Actuarial Science, or related field)
+ Graduate degree (MBA, MS, MA in relevant field)
+ CFA, FRM, ASA, FSA, PhD, CPA, or other relevant professional certifications
**TECHINCAL SKILLS:**
+ Advanced Excel proficiency (required)
+ Experience working with large datasets and financial databases
+ Programming skills (Python, R, SQL, VBA) a plus
+ Proactive user of AI/LLM tools with demonstrated advanced use cases
+ Familiarity with risk management systems and platforms
**KNOWLEDGE AREAS:**
+ Strong understanding of fixed income and equity markets, with real assets knowledge a significant plus
+ Exposure to private markets (Private Equity, Infrastructure, Real Estate, Private Credit)
+ Understanding of global markets and multiple economic sectors
+ Familiarity with insurance company regulatory frameworks (RBC, etc.)
\#LI-CS1
Related Skills
Analytical Skills, Collaboration, Communication, Critical Thinking, Executive Presence, Financial Acumen, Financial Analysis, Financial Risk Management, Relationship Management, Risk Analysis/Analytics, Risk Mitigation, Strategic Thinking, TIAA Products/Services Acumen
**Anticipated Posting End Date:**
2026-01-17
Base Pay Range: $135,000/yr - $192,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$135k-192k yearly 27d ago
Financial Consultant
Nuveen Investments 4.9
New York, NY job
The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals.
During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt - meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date.
**Key Responsibilities and Duties**
+ Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
+ Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
+ Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
+ Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
+ Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
+ Develops and maintains strong relationship with Institutional Plan Sponsors.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 3+ Years Required; 5+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
7IC
Related Skills
Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling
**Anticipated Posting End Date:**
2026-01-23
Base Pay Range: $75,400/yr - $100,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$75.4k-100k yearly 25d ago
Wealth Management Client Relationship Manager
Nuveen Investments 4.9
New York, NY job
**Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values.
Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
**Key Responsibilities and Duties**
+ The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes 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.
+ Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
+ Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
+ All licenses and registrations must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
**Required:**
+ 2+ years of financial services experience.
+ Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.
**Preferred:**
+ 3+ years of financial services experience.
+ Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
**Anticipated Posting End Date:**
2026-01-16
Base Pay Range: $62,500/yr - $87,500/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$62.5k-87.5k yearly 27d ago
Commercial Account Executive
Crown Castle Inc. 4.5
Crown Castle Inc. job in New York, NY
Commercial Account Executive (P2) For more than three decades, Crown Castle has led the way in shared communications infrastructure, delivering profitable solutions by connecting communities, businesses, and people, and enabling each to thrive with reliable access to voice and data in more places, faster than ever before. When you join Crown Castle, you become part of a dynamic team of passionate and collaborative professionals engaging in complex challenges and contributing to projects that shape the future of life and work.
For over 30 years, we've worked closely with customers in nearly every industry to build custom fiber solutions that meet all their network needs and keep them connected, secure and ready for the future. Our portfolio of fiber solutions is available in 23 of the top 25 US markets and includes Internet, Ethernet and Wavelength, as well as fully-managed solutions like Managed SD-WAN and Cyber Defense. We pride ourselves on providing our customers with peace of mind that their network will perform seamlessly because we're as committed to their success as they are.
Although you will be hired as a Crown Castle employee, your employment and the responsibilities associated with this job likely will transition to an acquiring company in the future. For more information, please visit: ****************************************************
Role
The Commercial Account Executive is a true hunter role expected to develop and close new revenue opportunities with the defined profile of Commercial accounts within the region. This will be accomplished by growing revenue within an assigned set of existing customers and establishing new customer relationships within a defined set of prospects. A successful candidate will have the capability to quickly learn Crown Castle's product set and differentiators, develop sales opportunities within the assigned module of customers and prospects, professionally and consistently engage with and manage existing customers, and strategically close new business.
Responsibilities
* Develop and execute sales plans to achieve assigned quotas
* Establish and conduct sales meetings with customers, presenting the Crown Castle value proposition
* Drive new sales opportunities through the entire sales process
* Cultivate strong relationships with decision-makers and influencers within accounts
* Act as the primary point of contact for customers providing a high level of customer service to all Crown Castle customers
* Generate leads by prospecting and building and maintaining relationships throughout the industry
* Effectively communicate across internal Crown Castle departments
* Master internal sales and marketing programs and systems to maximize effectiveness
* Maintain timely and accurate account and opportunity information in the CRM system
* Provide accurate sales forecasts
Education/Certifications
* Bachelor's degree preferred
Experience/Minimum Requirements
* Two (2) to five (5)+ years of business-to-business sales experience
* Experience selling to and maintaining Commercial accounts
* Working knowledge of WDM, Ethernet, Cloud Connectivity, IP, and other Fiber Optic services
* Familiarity with the following is preferred not required:
* SD-WAN, SASE, DDoS, Cloud, Cyber Defense
* Proficiency in Microsoft Office Suite
* Proficiency in CRM applications
Organizational Relationship
Reports to: Manager Fiber Enterprise Sales
Title(s) of direct reports (if applicable): N/A
Where You Will Work: This is a hybrid role with the expectation of on-site/in-person collaboration in NYC and NJ Metro areas and may require up to 50% travel.
YOUR COMPANY BENEFITS
At Crown Castle, we do our best to ensure you have access to the resources you need to live a healthy and happy life no matter where you are in life. Our benefits are built around your individual needs, covering physical, mental, and financial health and designed to enhance your quality of life.
We are proud to offer a full suite of health and wealth benefits for you and your loved ones. Below are a few of the key highlights of the many benefits we provide.
* Comprehensive healthcare plans with highly company subsidized premiums and up to $2,000 annual company contribution to your Health Savings Account (HSA base plan for employee and dependents).
* Market-leading 401(k) plan, which includes up to 10% company contributions through our 5% match and 5% profit sharing program (based on employee contributions).
* New-child leave up to 8 weeks of 100% paid leave upon birth or legal adoption of a new child. Birth mothers are eligible for up to 8 weeks of additional 100% paid medical leave.
* Tuition reimbursement up to $5,250 per year of eligible tuition and fees.
* Crown Castle scholarship program awarding up to $10,000 per recipient each year for eligible dependent children of employees and interns.
* Matching charitable contributions to qualified charitable organizations of up to $1,000 per year per teammate.
* Generous paid time-off for eligible full-time employees (minimum 18 days per year based on years of service).
* 10 company holidays plus 2 floating holiday.
* All offices provide free beverages and snacks.
Compensation
The salary range offered for this position is $67400 - $92700 annually. A candidate's offer is determined by various factors including but not limited to, depth of experience, role-related knowledge and skills, relevant education or training, internal alignment, and work location. Depending on the position offered, the compensation package may also include incentive compensation opportunities in the form of a discretionary annual cash bonus or commissions, and equity incentives.
Additional Information
If you are interested in joining our team, please visit the Crown Castle careers site to apply. We do not accept resumes from agencies, headhunters, or other third-party suppliers who have not signed a formal agreement with us. This position will remain posted until filled.
$67.4k-92.7k yearly 25d ago
Wealth Advisor
Nuveen Investments 4.9
White Plains, NY job
Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals.
**Key Responsibilities and Duties**
+ 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.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 3+ Years Required; 5+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
7IC
**Required:**
+ 3+ years financial services experience
+ Series 7, 63 and 65 (or 66) completed within 120 days of start date
**Preferred:**
+ 5+ years financial services experience
+ Series 7, 63 and 65 (or 66) completed
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management
**Anticipated Posting End Date:**
2026-02-28
Base Pay Range: $80,000/yr - $95,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$80k-95k yearly 27d ago
Wealth Advisor
Nuveen Investments 4.9
New York, NY job
Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals.
**Key Responsibilities and Duties**
+ 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.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 3+ Years Required; 5+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
7IC
**Required:**
+ 3+ years financial services experience
+ Series 7, 63 and 65 (or 66) completed within 120 days of start date
**Preferred:**
+ 5+ years financial services experience
+ Series 7, 63 and 65 (or 66) completed
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management
**Anticipated Posting End Date:**
2026-02-28
Base Pay Range: $80,000/yr - $95,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)