Edelman Financial Engines jobs in Chicago, IL - 42 jobs

Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing and more. Here you'll find the finest technological pioneers: Datasite, Blueflame AI, Firmex, Grata, and Sherpany. They all, collectively, define the future for business growth. Apply for one position or as many as you like. Talent doesn't always just go in one direction or fit in a single box. We're happy to see whatever your superpower is and find the best place for it to flourish. Get started now, we look forward to meeting you. : Job Description The Sales Associate will support Datasite Sales Directors in growing our business within Investment Banks, Private Equity and Corporate space in Chicago! Candidates will go through a structured learning and onboarding program, alongside growing their business experience with the team in the field. The Sales Executive will be mentored by both sales management and the sales team. Essential Duties and Responsibilities: * Serve as the primary support for the Sales Directors in growing territory revenue and exceeding revenue budget. * Participate in onboarding training and continuous learning opportunities. * Gain hands-on experience with the Datasite suite of services. * Establish relationships across support organizations. * Participate and co-host client events. * Understand all aspects of the selling process. * Demonstrated teamwork and ability to partner with the sales team/organization and related cross functional partners. * Responsible for retention and selling to a set of small accounts, which will grow over time. * Build rapport and relationships with internal and external customers through prompt, courteous, efficient, and professional service. * Maintain accurate records of all call activity in salesforce.com and report call information, sales leads, and customer profiles correctly and accurately in a timely manner. * Learn all Datasite policies, procedures, and best practices. Minimum Education: * Bachelors degree required Minimum Experience: * * Biased towards action- results driven. * Excellent time management skills, ability to prioritize. * Solid decision-making, presentation, and organization skills. * Solid communication skills (verbal and written) and professional appearance. * Ability and drive to manage multiple priorities and achieve results. * Desire to be a future sales executive. Why Datasite * It all starts with you: At Datasite, everyone is invested in your success from day one. With a robust onboarding and training program specific to the Sr. Sales Associate role, you can hit the ground running with confidence. * Grow your future: You have the ability to design and drive your career at Datasite, where international mobility is supported through our global footprint. * Make an impact: Datasite's presence is not just in the office. You can make a difference where you work, live, and play through company-sponsored volunteer hours and by participating in various diversity affinity groups. * Be free to be you: Datasite provides a variety of benefits to support your work-life blend and offers wellness resources to help you bring your best, authentic self to work. Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials * provide the team with a detailed calendar of activities Detailed salary information: * Chicago: the salary range for this role is $60000 to $70000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * series 7 and 66 licenses (for registered CSAs only) * ideally 3-5 years of experience in client service, within the finance sector * bachelor degree preferred, focusing on Finance * excellent communicator, with solid interpersonal skills * detail oriented (nothing gets past you) * proficient in Microsoft Office Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Searching for an experienced future actuary interested in building a career in a team centric fast paced consulting environment! The Expertise and Skills You Bring * Bachelor's degree with a major in Mathematics, Actuarial Science, or another quantitatively rigorous subject preferred * 2-4 years of experience in a pension and benefit consulting firm or related industry required * Preferably at least 3-5 actuarial exams completed * Knowledge of benefit program design, legislative, account and regulatory requirements (IRS/DOL/FAS/PBGC/ERISA/409A/PPA) * You have strong critical thinking and problem-solving skills * You are a leader with self-motivation and determination to succeed * You have excellent oral and written communication skills * You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment * You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver * Performing Pension valuations including (ERISA, FASB ASC 715, FASB ASC 960), cost and benefit design studies, non-discrimination testing, benefit statements and compliance * Training and assisting Analysts to ensure the continued development of staff * Help with coordinating and managing projects and budgets * Preparing reports for client presentations and completing/reviewing required compliance tasks (government forms and non-discrimination testing) * Other projects including mergers/acquisitions/divestitures, plan terminations, cost and benefit design studies * Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients. The Team The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: ******************************************************** The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Consulting

The Head of Trust Client Solutions Group leads a centralized team of Trust Specialists and Trust Processors within TIAA's premier flagship Private Asset Management (PAM) group. This people leader role encompasses oversight of Client Interactions, Trust Processing, Account Onboarding/Funding, and Beneficiary Settlement operations. The position requires strategic leadership in managing large teams while defining and monitoring service level agreements, ensuring compliant workflow administration, risk management, document collection, and account servicing in accordance with all applicable regulations, policies, and procedures. **Key Responsibilities and Duties** Team Leadership & Development + Lead, develop, and inspire a team of Trust Specialists and Trust Processors specializing in Trust Operations, client interactions, tax servicing, account terminations, and comprehensive account servicing + Hold team accountable for timely execution and thorough follow-up on all deliverables + Foster a culture of excellence and continuous improvement Operational Excellence + Oversee delivery of accurate and timely results across all functional teams + Address and resolve client issues promptly while implementing strategic process improvements + Set, monitor, and review service level agreements to ensure optimal performance standards Risk Management & Compliance + Minimize operational risk through regular review of procedures and monitoring of reconciliation and variance reports + Ensure all accounts comply with legal, regulatory, and internal fiduciary operation procedures + Achieve satisfactory audit results through robust control frameworks + Analyze, interpret, and execute PAM accounts in strict accordance with legal instruments and trustee duties Process Improvement & Vendor Management + Review and enhance operating procedures to improve efficiency, strengthen controls, and reduce costs + Manage significant vendor relationships and participate in or lead vendor user groups as appropriate Client Relations & Reporting + Manage teams that proactively communicate with clients and third-party service providers to ensure exceptional client satisfaction + Prepare and present comprehensive financial reports to clients, providing regular updates on trust status and performance Strategic Partnerships + Develop and maintain strong partnerships with internal business stakeholders, including Portfolio Managers and Wealth Management Advisors + Participate actively in management-level committees and strategic initiatives **Educational Requirements** + University (Degree) Preferred **Work Experience** + 8+ Years Required; 10+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 10PL Related Skills Client Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management, Tax, Technical Writing, Trusts **Anticipated Posting End Date:** 2026-01-30 Base Pay Range: $134,100/yr - $270,600/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)

The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization. The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts. The Expertise and Skills You Bring J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations. A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience. Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus. Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings. Experience with technology startups and new business initiatives a plus. Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice. Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn. Ability to build and maintain strong relationships and credibility, internally and externally. Ability to manage outside counsel to provide excellent legal services in a cost-effective manner. Note: Fidelity is not providing immigration sponsorship for this position The Team Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business. Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology. Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters. Evaluate new technology and tools relating to the digital assets and related asset management product offerings. #FidelityAlts The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Legal

Searching for an experienced actuarial consultant interested in building a career in a team centric fast paced consulting environment! The Expertise and Skills You Bring * A.S.A., E.A. or F.S.A., E.A. credentials * 5-10+ years of experience in a pension and/or benefit consulting firm * You are knowledgeable in benefit program design, legislative, accounting and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS). * You have proven interpersonal and leadership skills including the ability to build relationships at multiple organizational levels * You have outstanding collaboration skills and demonstrate experience in leading enhanced client relationships * You have strong critical thinking and problem-solving skills * You are a leader with self-motivation and determination to succeed * You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment * You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver * Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs. * Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers & acquisitions, compliance, plan amendments and plan designs. * Training associates and analysts to ensure continued development of the staff. * Handling client budgets and setting expectations and client deadlines. Provide comprehensive documentation on your clients. * Preparing responses to RFPs and RFIs for new prospects and participate in new business meetings with prospects as needed. * Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients The Team The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: ******************************************************** The base salary range for this position is $89,000-180,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Consulting

The Sr. Director-Municipal Research Analyst job is considered a subject matter expert in credit research on municipal bond credit. The Analyst is fluent at analyzing credit quality of muni issuers such as state and local governments, not-for-profit organizations, and other types of muni issuers. Working independently, this job analyzes financial documents, conducts industry and competitive analysis, and prepares reports related to municipal bond credit. This job contributes to the overall success of Municipal Research team and stays current on industry trends to provide detailed credit analysis and sector views. The job also advises and mentors more junior analysts on municipal credit analysis. **Key Responsibilities and Duties** + Conducts and reviews fundamental credit research and relative value analysis on complex municipal issuers and develops written and oral reports articulating and supporting credit opinions. Research may include quantitative analysis, as well as cash flow and average life modeling. + Conducts and guides sector research and is up to date on sector trends impacting muni credit. + Conveys credit opinions to the portfolio management teams through written reports and presentations. + Leads and participates in team-wide projects and initiatives, including but not limited to data and technology focused projects + Attends and may speak at industry conferences. + Conducts site visits as necessary. + Uses and incorporates new technology, data management, and analytical tools to complete municipal research initiatives + Collaborates with management on improvements to research and development procedures and techniques, as well as best practices. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ Years Required; 7+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC **Required Qualifications:** + Minimum of 5+ years of municipal credit research experience. **Preferred Qualifications:** + 7+ years of municipal credit research experience. + Master's degree or CFA. + Advanced skills with Microsoft Excel, computer coding skills and knowledge of Python. + Knowledge of Creditscope and Bloomberg is a plus. + Strong analytical skills and exceptional problem recognition and resolution skills. + Advanced mathematical, financial statement analysis, and accounting skills. + Excellent communication skills (oral and written). + Ability to work within a team, as well as complete projects independently. Related Skills Accountability, Capital Markets, Collaboration, Communication, Consultative Communication, Continuous Improvement Mindset, Credit Analysis, Data Analysis, Detail-Oriented, Due Diligence, Financial Acumen, Financial Modeling, Financial Statements, Muni Acumen, Public Policy, Quantitative Analysis, Research Synthesization, Technical Writing **Anticipated Posting End Date:** 2026-01-31 Base Pay Range: $136,000/yr - $190,000/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)

The Role As Vice President of Retirement Compliance, you will be responsible for the development and execution of compliance strategies for defined contribution (DC) and defined benefit (DB) programs. You will serve as a trusted advisor to colleagues and plan sponsors to understand employer and employee benefit programs needs, as well as supporting project development, implementation, and delivery. This role is responsible for helping to shape innovative solutions that align retirement benefit programs with corporate objectives and evolving regulatory landscapes. This role drives thought leadership, influences industry standards, and ensures strategic compliance excellence across client portfolios. The Expertise and Skills * Extensive experience (12+ years) in retirement benefits industry and/or consulting to large companies, with proven leadership in compliance strategy * Juris Doctorate (ERISA specialty) * Your responsibilities will include: * Delivering compliance and regulatory support to our clients and Workplace Consulting associates as well as coordinating with other compliance resources across Fidelity * Contribute to Workplace Consulting's thought leadership efforts, ensuring clients understand current and evolving regulations * Be responsible for and make recommendations to improve risk management practices and governance frameworks for client benefit programs * Skills required for the role: * Well-practiced knowledge of qualified DC & DB as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements * Deep experience with ERISA, IRS and DOL regulations, correction programs and submissions * Experience with drafting and reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus * Outstanding partnership skills and ability to inventively influence others across groups * Strong critical thinking and problem-solving skills * Excellent oral and written communication skills Note: Fidelity will not provide immigration sponsorship for this position. The Value You Bring You bring a unique blend of resilience, initiative, and critical thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement. * High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value. * Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success. * Resourceful and Organized: Adept at balancing multiple priorities-while staying focused and organized. * Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow. * Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty. * Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators. * Leadership-Focused: Held leadership roles that required vision, accountability, and the ability to encourage and mobilize others toward a common goal. The Team The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: ******************************************************** The base salary range for this position is $130,000-264,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Consulting

Your role * Research and analyze portfolio holdings * Prepare client documents for annual review meetings and status calls * Schedule Client and Prospect Meetings * Contact clients to confirm monthly calls * Plan team and client networking events * Navigate and use UBS specific software and tools * Miscellaneous tasks as assigned Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Strong communication skills, both verbal and written * Proficient in Microsoft Office * Quick to learn new software and programs * Organized and detail oriented * Inquisitive About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Your role Interested in working in finance, specifically in banking, but not sure where to start? Do you want to work for a firm with a truly global footprint? We're looking for ambitious students to join our 2027 Summer Internship Program within our Global Banking business. You'll get to: * evaluate companies and develop models for M&A transactions * prepare industry analyses for pitches * see first-hand how we provide market-leading solutions * execute live innovative deals that transform today's corporate landscape Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise We're looking for a candidate who: * pursuing an undergraduate degree and expected to graduate between December 2027 and June 2028 and has a minimum cumulative 3.0 GPA * has a passion for financial markets and is a detail-oriented problem solver skilled in Microsoft Excel and PowerPoint * has values that align with ours: hard-working, trustworthy, dedicated and collaborative * is a strategic thinker with strong communication skills * is motivated to work in a business with high demands and tight deadlines We're looking for someone who's curious and wants to thrive in a business that never stops moving. We welcome all majors, but it's important to have an interest in the financial industry. We want to see what makes you unique and discover what you can bring to our team. Perhaps you've organized a fundraising event or taken part in team sports? Or stepped out of your comfort zone to learn about a subject you found challenging? Let us know how your achievements match the skills we're after. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Loading job Back to Search Results Previous Opportunity Next Opportunity Senior Business Analyst Share: Apply Now Save Job Saved Description Envestnet is seeking a Senior Business Analyst to join our Platform Operations department. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: The Senior Business Analyst works with enterprise-level clients to understand business needs, communicate those needs to the technical team, and implement practical solutions. Serves as a liaison between the client, sales consultants, product management, and technical teams, by planning and directing the analysis of complex business problems and documenting high-quality requirements. Job Responsibilities: * Build and maintain relationships with internal and external stakeholders to understand client business needs and prepare comprehensive specifications covering all requirements to deliver practical solutions. * Participate in high level customer escalation to understand problems and devise solutions or workarounds. * Work closely with enterprise-level clients throughout all phases of the solution development life cycle. * Grow and maintain expert level knowledge in performance calculations, reporting, data reconciliation, and any other products or internal tools directly related to the position's responsibilities. * Contribute to the defect management and creation process, including validation, prioritization and root cause analysis of service issues. * Develop project plans, including establishing project scope, timelines, phases, resources, and prerequisites; partner with internal stakeholders, tracking project milestones and deliverables to ensure adherence to deadlines. * Review complex business problems and provide analytical solutions to prioritize and resolve technical issues. * Contribute to building a comprehensive knowledgebase of best practices. * Monitor service levels and engage with customers and internal stakeholders and identify root causes of problems for address. * Leverage product knowledge to create and deliver presentations that clearly define solutions and communicate key product capabilities and technical details. * Effectively demonstrate a high level of business acumen in meetings and in writing to influence clients and stakeholders across the organization. * Identify and implement process improvements to enhance efficiency and productivity. * Foster teamwork, collaboration, adaptability, and continuous improvement. * Support departmental quality initiatives and related projects. * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training and awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk. Required Qualifications: * 5+ years of demonstrated experience in financial service/financial planning industry and/or software development cycle. * Bachelor's degree or equivalent experience in SaaS, technology consulting or related field preferred. * Excellent critical thinking, analytical, and problem-solving skills; ability to apply this knowledge in the identification and development of complex business solutions. * Excellent verbal and written communication skills, including facilitation/presentation skills; ability to communicate effectively with stakeholders at all levels. * Strong interpersonal skills with proven ability to build and maintain strong working relationships, both internally and externally. * Superior organization, planning, time/workload management, risk identification and mitigation capabilities to plan and execute activities with defined goals. * Proven ability to balance/manage multiple concurrent, competing activities and timelines with appropriate prioritization and focus. * Proven ability to identify opportunities for process improvement and collaborating with leadership to implement solutions. * Proficiency in Microsoft Office programs. Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Envestnet is an Equal Opportunity Employer. #LI-AA1 Share: Apply Now

The Lead Investment Accountant job provides expertise and leads the review of accounting policies and procedures, ensuring they are correctly applied to financial transactions. This job works directly with asset management, portfolio management and acquisition/disposition teams. In addition, this job guides a team to prepare month end closing reports and subsidiary quarterly financial analytics, and reports to senior management ensuring accurate asset evaluations. **Key Responsibilities and Duties** + Reviews Generally Accepted Accounting Principles (GAAP) work papers and supporting schedules to satisfy all investment accounting requirements for internal and external audits. + Identifies key financial takeaways and information for joint ventures to ensure compliance with investment accounting policies and procedures (sales, acquisitions, debt refinancing, real estate investment trust (REI) restructuring and financial performance). + Reviews frequent and ad hoc financial inquiries into the monthly and quarterly reports, adding value by providing management insight into the activities of the underlying properties. + Analyzes calculated unlevered and levered, gross and net portfolio performance returns and property internal rates of return. + Provides expertise and advice on modified cash basis accounting information provided by third party management firms to accrual basis to facilitate preparation of fair value GAAP basis financial statements. + Manages large processes in reporting and investment accounts, along with guiding and mentoring lower level professionals. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ Years Required; 7+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC **Required Qualifications:** + 5+ years of accounting and financial statement reporting experience **Preferred Qualifications:** + 7+ years of accounting and financial statement reporting experience + Degree in Accounting or Finance + Experience in Alternative Investment accounting + In depth knowledge of partnership accounting, investment management and alternative products + Experience with Global Investment Performance Standards + Experience interacting with internal and external auditors + Attention to details and ability to multi-task + Excellent organization skills + Proven track record for managing complex projects and transactions + Experience with WSO, Advent Geneva, Efront, MS Suit **Additional Responsibilities:** + Oversee accounting processes for unregistered funds and separate accounts with investments in corporate and convertible bonds, senior loans, collateralized obligations, equity securities, and derivatives + Oversee a global team of accounting professionals; provides direction to team for related daily operating activities. + Identify areas of improvement and implement necessary enhancements + Participate in new product launches and advise on requirements, processes, risks, and costs from a Finance perspective + Represent Finance team in technology enhancement working groups + Fund financial statement preparation and review + Monthly, Quarterly NAV closes + Calculation of management, incentive fees + Expense tracking and approvals + Service provider review + Advise clients on various Ad hoc inquiries \#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:** 2026-01-26 Base Pay Range: $88,900/yr - $145,000/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)

Loading job Back to Search Results Previous Opportunity Next Opportunity Business Development Associate Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Business Development Associate to join our Sales department. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: The Business Development Associate - RIA partners closely with the Business Development Director to identify, source, qualify, and develop new sales opportunities within a defined territory. BD Associates support Business Development Directors and Consultants with lead qualification and administration, ensuring strong coordination across the sales process. This includes supporting outbound sales and marketing campaigns, driving qualified leads through proactive prospect engagement, and helping to expand relationships with existing advisor clients. The Associate plays a key role in supporting Envestnet's growth among RIA firms by managing the early stages of the sales process, coordinating outreach activities, and maintaining a healthy pipeline of opportunities for the field team. Job Responsibilities: * Partner with Business Development Directors to build and expand client relationships across the assigned territory, driving revenue growth and sales performance. * Source and qualify new sales opportunities through proactive outbound calling, email outreach, and campaign follow-up, leveraging insights from market data and CRM systems. * Support the development and execution of territory sales plans, identifying high-potential firms and opportunities for managed account adoption and platform expansion. * Maintain accurate and up-to-date opportunity data and pipeline information in Salesforce and other CRM tools. * Deliver sales collateral, presentations, and proposals to facilitate the sales process in partnership with the Business Development Director. * Assist in managing and coordinating the contracting and onboarding process for new advisor clients. * Actively engage with clients and prospects via phone and email, ensuring all communications and interactions are consistently documented in the CRM. * Conduct market research to identify prospective firms, decision-makers, and target segments; generate awareness and interest in Envestnet solutions. * Support sales trip planning by identifying target prospects, scheduling meetings, and preparing materials for the Business Development Director. * Cross-sell additional Envestnet products and services to existing advisor clients, helping to deepen platform adoption and wallet share. * Actively leverage Salesforce and the suite of sales enablement tools to track progress, measure impact, and optimize efficiency. * Adhere to all Envestnet legal, compliance, risk, and business continuity policies, ensuring timely completion of training, certifications, and affirmations. * Support and promote Envestnet's corporate business practices, internal controls, and procedures designed to create value and minimize risk. Required Qualifications: * Bachelor's degree in Business, Finance, or a related field. * 3-5+ years of inside sales or business development experience, ideally within financial services, wealth management, or fintech. * Strong communication and presentation skills, with a confident phone presence and ability to engage senior advisor audiences. * Collaborative team player with a growth mindset and a passion for generating new business opportunities. * Proven ability to manage multiple priorities, meet deadlines, and maintain attention to detail in a fast-paced environment. * Highly motivated, results-oriented, and eager to learn and advance within a sales organization. * Proficiency in Microsoft Office and CRM platforms (preferably Salesforce). * Demonstrated work ethic, initiative, and professional integrity. Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Envestnet is an Equal Opportunity Employer. #LI-RT1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

Loading job Back to Search Results Previous Opportunity Next Opportunity Talent Development Director Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Talent Development Director to join our Human Resources department. This is a hybrid role, with in-office work required at either our Berwyn, PA office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: The Talent Development Director is responsible for building and leading enterprise-wide talent strategies that strengthen Envestnet's performance management, succession planning, and leadership development practices. This role partners closely with senior executives, HR Business Partners, and external development providers to ensure Envestnet has the framework, tools, and programs necessary to drive high performance, identify future leaders, and sustain long-term growth. The Talent Development Director will oversee the design, delivery, and continuous improvement of performance cycles, calibration processes, high-potential programs, and executive development initiatives. Job Responsibilities: * Performance & Goal Setting * Lead the design and administration of annual and bi-annual performance review cycles. * Establish and evolve goal-setting frameworks that align employee objectives with enterprise priorities. * Create tools, templates, and training to equip managers and employees to engage effectively in the performance process. * Calibration & Career Progression * Partner with HR Business Partners and senior leaders to ensure consistency in calibration sessions and ratings distribution. * Align performance outcomes with rewards, promotions, and career progression decisions. * Monitor and refine promotion processes to ensure fairness, transparency, and alignment with talent strategy. * Succession Planning & Talent Visibility * Lead enterprise succession planning cycles with executive and senior leadership. * Maintain talent dashboards to provide visibility into high-potential talent, critical roles, and single points of failure. * Deliver insights to executive stakeholders to inform leadership readiness and workforce planning. * Leadership & High-Potential Development * Design and oversee high-potential programs and enterprise leadership development initiatives. * Partner with external coaches, universities, and learning partners to deliver senior leader and executive development experiences. * Measure program effectiveness and continuously evolve offerings to meet future leadership needs. * Strategic Leadership * Serve as a trusted advisor to senior executives on performance, succession, and leadership development practices. * Collaborate with HR Centers of Excellence and Business Partners to ensure talent strategies are integrated into the broader HR agenda. * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk. Required Qualifications: * Bachelor's degree required * 8+ years of experience in Talent Management, Organizational Development, or HR with increasing responsibility. * Proven expertise in performance management, succession planning, and leadership development. * Strong track record of partnering with executives and influencing senior stakeholders. * Exceptional program design, facilitation, and change management skills. * Analytical mindset with the ability to leverage talent data and dashboards for strategic insights. * Experience managing external vendors, universities, or coaching partners. * Demonstrated ability to lead and inspire teams, even in matrixed environments. Preferred Qualifications: * Master's degree in HR, Organizational Development, or Business preferred. Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Envestnet is an Equal Opportunity Employer. #LI-LM1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

Loading job Back to Search Results Previous Opportunity Next Opportunity Senior Security Analyst Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Senior Security Analyst to join our Enterprise Security team. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: We are seeking a highly skilled and experienced Senior Security Analyst to join Envestnet's Cyber Defense Team. This role will report into the Director of Security Operations. In this pivotal role, you will be entrusted with safeguarding our organization's assets through leading incident response, conducting thorough security triage and analysis, Vulnerability assessment, Threat Hunting, Security response Automation and continuously enhancing our overall security framework. As a vital member of our team, you will contribute significantly to the development and maintenance of our Security Operations Center (SOC) processes and procedures. The ideal candidate will possess extensive experience in cybersecurity, exceptional analytical skills, and a demonstrated ability to effectively manage and resolve intricate security incidents. This position is fundamental to our mission of fortifying our security posture and ensuring the protection of our critical assets. Job Responsibilities: * Lead and manage all stages of the incident response lifecycle, which includes detection, analysis, containment, eradication, recovery, and post-incident review. Prepare comprehensive incident reports and effectively communicate findings to both technical and non-technical stakeholders. * Perform in-depth analysis of security events, alerts, and logs from various tools such as SIEM, EDR, IDS/IPS, and firewalls to identify and investigate potential threats. Update and implement incident response playbooks and procedures to ensure the efficient and effective handling of security incidents. Streamline and automate detection and prevention processes to enable rapid response, consistent triage, and swift root cause analysis and recovery. * Contribute to the development and fine-tuning of the EDR platform, automating incident triage and response tasks using SOAR to create state-of-the-art detection capabilities. Ensure alignment of security operations and detection platforms with industry-standard frameworks such as MITRE ATT&CK and NIST CSF. * Manage the relationship with the MDR vendor, tracking performance against SLAs and key performance indicators (KPIs). Conduct regular reviews of reports, incident trends, and feedback from internal teams. * Conduct vulnerability assessments and gap analyses to determine security weaknesses in systems, applications, and networks. Collaborate with workload owners and cross-functional teams to coordinate remediation activities. * Engage in proactive threat and vulnerability searches, leveraging threat intelligence and Envestnet's network knowledge. Collaborate with the offensive security team on Breach and Attack Simulation (BAS) platform exercises. Automate repetitive searches using various tools, monitor threat actor tactics, and manage simulated cyber-attacks based on prioritized threats. * Participate in the evaluation, selection, and implementation of new security technologies and solutions. * Assist in writing best practice procedures for services such as incident analysis, incident response coordination, security audits or assessments, certificate authority, log analysis and diagnostics, and host vulnerability scanning. Implement end-point security using EDR, EPM, and AV tools. * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk Required Qualifications: * Bachelor's degree in computer science, Information Security, or a related field (or equivalent practical experience). * 8+ years of cybersecurity experience, specializing in Security Operations and Incident Response. * Relevant industry certifications in Incident Response and Forensics related certificates areas, such as GIAC (GCIH, GCFA, GCFE), CISSP, or CEH is highly desirable. * Excellent communication skills, both written and verbal, with the ability to convey technical information clearly. * Expertise in incident handling, threat hunting, digital forensics, malware analysis, SOAR, operating systems, network security, purple teaming, and emerging security intelligence. * Skilled in using tools like CrowdStrike EDR, Breach & Attack Simulation platforms, NDR, Splunk Enterprise Security, and IDP/ITDR. * Comprehensive understanding of network protocols, Windows and Linux operating systems, and security architectures. * Capable of working independently or within a team in high-pressure environments. * Knowledgeable about the MITRE ATT&CK framework. * Process-oriented with strong analytical and decision-making skills. * Effective team player with excellent interpersonal abilities. * Familiarity with cloud security (AWS, Azure, GCP) is advantageous. Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Envestnet is an Equal Opportunity Employer. #LI-AQ1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

**Wealth Distribution Internal Advisor Consultant** The Wealth Distribution Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients. The Wealth Distribution Internal Advisor Consultant is responsible for meeting daily outbound call goals, email correspondences and advisor follow ups. In this role, the Wealth Distribution IAC stays current with portfolio and industry developments and masters all company product and service solutions. **Key Responsibilities and Duties** + Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and to grow market share of company products with the assigned territory. + Partners and coordinates with Advisor Consultant on developing business and territory management plans. + Initiates outbound calls, email and engages in web conferences with top clients and prospects to market, educate and promote the company suite of products. + Profiles advisors and maintains a solid understanding of the company sales process. + Manages the team's pipeline and leads weekly calls to discuss follow ups and movement of opportunities through the pipeline funnel. + Collaborates across the internal team and shares best practices with team members. + Documents all Advisor activity in customer management system and updates calendars. + Supports US Wealth Advisory Group broader campaigns, initiatives and blitzes as needed on the entire product suite including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, DCIO, etc. **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 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC Related Skills Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management **Anticipated Posting End Date:** 2026-03-31 Base Pay Range: $52,000/yr - $78,000/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)

Loading job Back to Search Results Previous Opportunity Next Opportunity Software Engineer II Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Software Engineer II to join our Core Development team. This is a hybrid role, with in-office work required at our Berwyn, PA or Raleigh, NC offices. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: As a Software Engineer II, you are passionate about collaboratively building high-quality software that drives meaningful outcomes for investment advisors and their clients. You embrace modern development practices to build, monitor, and enhance new features and services, while also maintaining and evolving existing solutions. This role is ideal for someone with a strong appetite for learning, a keen analytical mindset, and the ability to identify and resolve both functional and performance-related issues. You will be encouraged to take ownership of technical tasks, contribute to solving complex challenges with guidance from senior team members, and grow your skills by collaborating closely with experienced engineers. Job Responsibilities: * Design, develop, and maintain software solutions that support investor profiling, portfolio construction, trading, and reporting. * Collaborate with Technical Leads, Architects, and fellow Engineers to deliver high-impact projects and strategic initiatives. * Analyze and troubleshoot functional and performance issues to determine root causes and implement effective solutions. * Participate in agile ceremonies, project planning, and estimation activities. * Advocate for and implement best practices in software development and system design. * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk Required Qualifications: * Bachelor's degree in Computer Science, Computer Engineering, or a related field. * 2-5 years of professional software development experience (internships or academic projects are a plus). * Strong programming experience in a modern language such as Java, with practical application of clean coding principles (e.g., SOLID). * Foundational knowledge of SQL and relational database concepts. * Demonstrated hands-on proficiency in full-stack development and cloud-native architectures is essential. * Should have practical experience with a broad range of tools supporting development, testing, deployment, and team collaboration. * Solid working knowledge of core technologies including Java, SQL, JavaScript, TypeScript, React, Redux, CSS, as well as debugging tools like React DevTools and Chrome DevTools. * Knowledge of Client/Server fundamentals and Browser/Server interaction. * Practical experience with testing frameworks such as JUnit, Mockito, Jest, React Testing Library, and Playwright. * Familiarity with software engineering principles, especially related to performance and scalability. * Experience with agile development practices and collaborative team environments. * Hands-on experience with cloud platforms such as AWS, Azure, or Google Cloud is a plus. * Basic understanding of microservices architecture and containerization technologies like Docker. * Interest in investing, trading, or the fintech industry is welcomed. Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Envestnet is an Equal Opportunity Employer #LI-MD1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

Reporting directly to the Head of Sales Optimization, Acceleration, and Retention. Ongoing Associate and Plan Sponsor Servicing provides hands-on product leadership with planning, roadmap development, cross functional collaboration, sales delivery, deployment and performance tracking. You will work closely with Account Executives, Managing Directors and Partners to win Health and Welfare clients. This position leads a team of Solution Architects and Product & Service Consultants who play a critical role in the sales delivery and support process for Workplace Investing Healthcare business. The Expertise We're Looking For * Health & Welfare outsourcing services expertise required. * Bachelor's Degree, minimum; master's degree or MBA preferred. * Experience engaging with senior internal and external clients and partners * Experience delivering strong results while working in cross-organizational, highly matrixed environments. * Minimum of 10 years of experience in the healthcare product/industry experience. * A minimum of 7 years managing a team. * Experience in Workplace Investing with a solid understanding of operations and service delivery model * Series 7, 63, and 24 required (can be obtained in the role) The Purpose of Your Role Guide our team in the delivery of high-quality support in pursuit of new clients. Own the day-to-day leadership of work assignment and serve as a point of escalation with our sales, product and other business partners. Lead team in group initiatives to drive innovation through process re-engineering and automation. Work with leadership team to set strategic direction and key priorities for this team and the Sales Ops group. Gain feedback from internal and external clients and ensure it is infused into how we work. The Skills You Bring * Extensive management and health plan administration experience. * Strong knowledge of Fidelity's products and services, management processes and overall Fidelity network a plus. * Ability to build effective relationships, influence outcomes and drive decisions with key senior internal executives. * Proven capability to deliver to tight timeframes and be successful in fast moving environments. * Outstanding oral and written presentation skills. * Strong communication and facilitation skills. * Outstanding meeting management skills. * Project management. * Strong organizational skills. * Ability to manage client relationships and positioning in order to effectively coach team related to escalations and general positioning. The Value You Deliver * Managing day to day activities for associates - including deal assignments and balancing requests to support WI Healthcare sales goals. * Managing prospect relationships and positioning to effectively coach team related to escalations and general positioning. * Working with peers and business partners to maximize resources and meet the demands for end-to-end sales support process. * Partnering with Management Team to drive initiatives to improve scale, increase efficiency and decrease cost where possible. * Assisting team in managing RFP responses and overall deal quality through entire sales cycle * Managing group initiatives to support key business goals. * Providing input to the sales strategy. How Your Work Impacts the Organization The Sales Delivery leadership role plays a key role in the Workplace Investing Sales process. We help ensure that Fidelity demonstrates our customer focus, deep industry expertise, superior participant and plan sponsor experiences and innovative technology throughout the sales process to win new clients, which will ensure we deliver on the annual WI sales goals. Certifications: Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA Category: Sales Support Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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)