Teachers Insurance & Annuity Association of America jobs in Charlotte, NC - 20 jobs

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people-and weʼre not done yet. 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. And weʼre hiring passionate, professional and caring Financial Services Consultants who are ready to join our coalition of champions. This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. But this is so much more than a call center job. As a Financial Services Consultant, you will impact the lives of thousands of participants each year, helping TIAA deliver its mission of providing guaranteed income for life. Beyond that, you will set your career on an exciting new path in the financial services industry. Over 1600 current associates began their TIAA journeys in our National Contact Center (NCC) and later changed course, ultimately arriving in entirely different career destinations including sales, learning, talent management and finance. Every TIAA associate receives the benefits they need to achieve the same financial security we work to provide our clients. From our industry-leading pension program and family support benefits to making it easy to perform your best wherever you work, our experience is designed to set associates up for success. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently licensed or registered. Great Financial Services Consultants bring a wide range of experiences - there's no blueprint, although there are skills and qualities we look for: - Strong customer service mindset - Professionalism - reliable, possessing high quality standards, collaborative and team-oriented, respectful and inclusive, demonstrating strong attention to detail and able to work well in a structured operational environment - Able to communicate clearly and professionally verbally and in writing - Ability to prioritize multiple tasks and navigate multiple business systems - Demonstrate care, compassion, and empathy - A learner's mindset, being coachable and open to feedback - Performs well in a scheduled work environment - Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this job does not provide financial advice. Key Responsibilities and Duties Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning Understands participant needs and outlines appropriate solutions leveraging TIAA products and services, explaining viable options using clear and simple explanations. Answers participant questions by communicating financial plan details and providing further explanation when necessary. Executes transactions and service requests on behalf of participant. Maintains records of all participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed. Refers participant to business partners when appropriate to help participant achieved their desired outcome. Educational Requirements Associate's Degree or Equivalent Experience Preferred Work Experience No Experience Required FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 5IC Hybrid office presence. Candidates with SIE may be eligible for a $1500 bonus. The Start Date will be April 13th, 2026. Hours of operation are Mon - Fri 8:00 am to 9:00 pm Eastern Time. Must be able to successfully complete employment screening, including a Credit Report background check. Interview will be in-person. TIAA offers competitive compensation for this role by continually assessing market data and reflecting that in our pay ranges. Financial Consultants are paid at a base pay rate determined by your relevant experience and market data associated with the position and hiring location. Our total compensation package includes an hourly rate plus an annual bonus with a target of 15% of your base pay and eligible earnings. The potential total compensation range for this position based on the target bonus rate is between $47,000 and $66,700. Related SkillsAdaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness Anticipated Posting End Date: 2026-01-30Base Pay Range: $22.60/hr - $28.85/hr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Company:Marsh McLennan AgencyDescription: Marsh McLennan Agency Sales Consultant, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Sales Consultant, Business Insurance at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Sales Consultant on the Business Insurance team, you'll develop a comprehensive prospecting plan, including targets and methodology for developing prospects into clients; network centers of influence in order to develop new opportunities; deliver MMA's value proposition for each opportunity and align the Agency's resources and capabilities; leverage referral and targeted introductions from clients, prospects and business relationships. Sales Consultants at MMA are: Revenue Growth Drivers, Primary Relationship Stewards, Lead Strategists, Complex problem solvers. Our future colleague. We'd love to meet you if your professional track record includes these skills: High school diploma Prior B2B sales experience with consultative sales skills Proven track record in the development of new clients & retention of existing relationships Proficiency with Microsoft Office products Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future. These additional qualifications are a plus, but not required to apply: Bachelor's degree or higher with specialization in Risk Management Insurance industry experience preferred Ability to engage and present with the “C” Suite Competitive in a collaborative sales environment We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities Additionally, as a Sales Consultant, Business Insurance, you will receive: Competitive compensation program: Renewal Income - you don't start at zero every year; New Business; Book Growth; Cross-Sales Collaborative sales environment Formal training and mentorship programs Strategic sales process Annual sales awards and competition Entrepreneurial sales leadership team To learn more about a career at MMA, check out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAMID #LI-hybrid #MMABI

Passionate about Actuarial Science? Join American Modern Insurance and make a difference in the industry. Title: Associate Actuary (ACAS) Location: Open to remote candidates that are available to work the typical business hours in the Easter Time Zone. Hybrid schedule for local candidates (40-50% in the Amelia, OH office) Recruiter: Sonya Fischesser Exempt position Applicants requiring employer sponsorship of a visa will not be considered for this position. American Modern Insurance Group, Inc., a Munich Re company, is a widely recognized specialty insurance leader that delivers products and services for residential property - such as manufactured homes and specialty dwellings - and the recreational market, including boats, personal watercraft, classic cars, and more. We provide specialty product solutions that cover what the competition often can't. We write admitted products in all 50 states and have a premium volume of $1.9 billion. Headquartered in Amelia, Ohio, and with associates located across the United States, we are part of Munich Re's Global Specialty Insurance division. Our employees receive boundless opportunity to grow their careers and make a difference every day - all in a flexible environment that helps them succeed both at work and at home. Purpose: Manage/direct the development, analysis, evaluation and modeling of potential solutions using actuarial and/or predictive modeling methods and processes to support the financial profitability and/or production goals of the company by acting as a high level technical expert. Work with management and corporate areas to provide strategic direction. Lead projects associated with the development and update of Actuarial/predictive models and databases through formula development, research on methodologies, and collaboration on technical items. Roles & Responsibilities: * Complete actuarial and/or predictive modeling analyses appropriate for the functional area. May include rate filings, ultimate loss projections, pricing studies, risk capital modeling, portfolio analysis, and research projects. Lead projects/analysis requiring multiple resources including those who are not direct reports. * Direct the modification and enhancement of existing applications to address specific issues. Coordinate and help focus and prioritize the use of actuarial and/or predictive modeling resources for tasks that are assigned. * Direct the completion of required data preparation including data input. Identify complex data & operational issues requiring specialized actuarial attention and take action to address them. * Manage and/or lead communication, documentation and coordination of information, resolution of technical issues, and activities between actuarial departments, as well as with internal & external colleagues (business units, IT, etc. * Lead in development of new methodologies, products and procedures for American Modern. Maintain current knowledge of trends and products in the (re)insurance industries. * Peer review technical actuarial and/or predictive modeling work and provide constructive feedback as needed. Coach less experienced employees as needed. * Participate or lead in the training of others (underwriters, product analysts, accountants, actuaries, claims associates) on the use of models/studies/reviews and the interpretation of the results. * Manage the work for those who are not direct reports including other actuaries, predictive modelers, programmers and support staff as needed. * Prepare for and Pass Actuarial Exams. Attain appropriate continuing education according to the US Qualification Standard issued by the American Academy of Actuaries. * Ensure all work and work products adhere to applicable Actuarial Standards of Practice as promulgated by the American Academy of Actuaries. * Maintain an expert level of technical actuarial and statistical skills and concepts. Adapt to varying and changing set of products and dynamics and provide the most efficient and effective methods appropriate for the functional area. Ability to share this knowledge with others. * Demonstrate ability to apply judgment and problem solving skills to address different, complex and high profile issues. Required Technical Skills: Proficient computer skills and application of MS Office Suite, including actuarial software used for reserving, ratemaking, pricing, modeling stochastic distributions or data analysis as appropriate. Skills / Knowledge / Experience: Generally, six (6) or more years of (re)insurance/actuarial experience is required to possess the ability to manage/direct the development, analysis, evaluation and modeling of potential solutions using actuarial and/or predictive modeling methods and processes and to possess the skills to act as a high level technical expert. Pricing experience preferred. Education, Certifications & Designations: * Bachelor's Degree in Mathematics, Actuarial Science, Economics, Finance, Statistics or related Field requiring modeling, programming, or quantitative analysis * Membership in the Casualty Actuarial Society with the attainment of Associateship (ACAS) * Membership in the American Academy Of Actuaries (MAAA) We are proud to offer our employees, their domestic partners, and their children, a wide range of insurance benefits: * Two options for your health insurance plan (PPO or High Deductible) * Prescription drug coverage (included in your health insurance plan) * Vision and dental insurance plans * Short and Long Term Disability coverage * Supplemental Life and AD&D plans that you can purchase for yourself and dependents (includes spouse/domestic partner and children) * Voluntary Benefit plans that supplement your health and life insurance plans (Accident, Critical Illness and Hospital Indemnity) In addition to the above insurance offerings, our employees also enjoy: * A robust 401k plan with up to a 5% employer match * A retirement savings plan that is 100% company funded * Paid time off that begins with 24 days each year, with more days added when you celebrate milestone service anniversaries * Eligibility to receive a yearly bonus as a Munich Re employee * A variety of health and wellness programs provided at no cost * A hybrid environment that gives you a choice in where and how you get work done * A corporately subsidized on-site cafeteria as well as a We Proudly Serve coffee shop * An on-site complimentary workout facility as well as walking trails on campus grounds * On-site wellness center complete with nurse practitioner * Financial assistance for adoptions and infertility treatment * Paid time off for eligible family care needs * Tuition assistance and educational achievement bonuses * Free parking * A corporate matching gifts program that further enhances your charitable donation * Paid time off to volunteer in your community At American Modern, a subsidiary of Munich Re, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. #LI-SF1 Actuary, Pricing, Associate Actuary, Actuarial Analyst, ACAS

Company:MercerDescription: We are seeking a talented individual to join our Region Market Development team at Mercer. This role will be based in either our Charlotte or Richmond offices. This is a hybrid role that has a requirement of working at least three days a week in the office. This role is pivotal in driving sales and revenue growth across our Carolinas/VA market, working closely with business and people leaders. This leader also directs and actively champions employee engagement initiatives partnering with other people and business leaders to affect change. We will count on you to: Manage an indirect team of consultants across Mercer's Health, Wealth & Career practices in the Carolinas/VA region. Develop and execute the overall market business plan that aligns with sales and growth strategies for the Zone and Region. Empower local growth teams to adapt and execute strategic plans, supporting Office Practice Leaders (OPLs) and consulting teams in generating revenue. Lead client growth planning and execution to ensure retention and capitalize on expansion opportunities. Engage regularly with clients to enhance satisfaction and gather insights on industry priorities. What you need to have: 15+ years of experience in a consulting environment with a proven track record of generating revenue through new client acquisition. Experience managing and developing a team of consulting professionals. Strong sales and marketing skills with effective communication abilities. Prior client management and growth experience required. Prior leadership/management experience required. What makes you stand out: Knowledge of Career, Health, & Wealth service areas. A commitment to professional development and a desire to create impactful solutions for clients and communities. Experience in partnering with sister companies to enhance market presence and service offerings. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Intern Throughout the intensive 10-week summer program, participants engage in a structured professional development curriculum featuring: Comprehensive training modules Executive speaker series Educational workshops Mentorship programs Cohort-based learning experiences This position provides exposure to key business divisions including Actuarial Services, Asset Management, Business Management, Corporate Strategy and Development, Financial Analysis and Accounting, Human Resources, Internal Audit, Law and Policy, Marketing and Communications, Product and Business Development, Retirement Solutions, Risk and Compliance, Technology, and Wealth Management. Key Roles and Duties Support high-impact business initiatives by contributing to meaningful projects that directly support business objectives and client outcomes Collaborate on strategic presentations and research projects, contributing to PowerPoint and Excel deliverables and analytical materials that inform key business decision-making Support a variety of projects by helping to coordinate project materials and meetings to ensure seamless information flow across teams Drive independent research initiatives to gather market intelligence, competitive analysis, and supporting documentation that advances business objectives Immerse yourself in professional development opportunities through exclusive access to executive speaker series, specialized training programs, and networking events designed to accelerate your career trajectory Explore diverse career pathways by working alongside professionals across multiple departments and gaining hands-on experience in various business functions Build comprehensive industry expertise while developing deep knowledge of TIAA's culture, values, and position within the financial services landscape Educational Requirements: Currently enrolled in a degree-seeking program pursuing a Bachelor's or Master's degree Additional Requirements: Expected Graduation date between December 2026- June 2028 Minimum GPA of 3.0 Physical Requirements: Sedentary Work Career Level 2IC Summer interns will work on an exciting mix of strategically-aligned challenging assignments and projects that help drive the achievement of the organization's strategy and mission. Managers and colleagues will work side by side with summer interns to ensure development and learning. Candidates can expect to gain an understanding of TIAA and the Financial Services industry, as well as have opportunities to explore various aspects of our Product & Business Development organization. Successful summer interns will have the opportunity to apply for a full-time position in the highly competitive rotational program. Interns will have the opportunity to utilize their classroom learning in the workplace, and learn new skills through hands on experiences and programming. Interns will be assigned developmental roles in one of the below areas of Product & Business Development. Additionally, rising seniors will have the opportunity to participate in the Security Industry Essentials (SIE) prep program, which will provide participating interns the chance to take the SIE exam at the end of the program. Business Development - Support development of strategic partnerships and related business opportunities in the Corporate Retirement market for TIAA in addition to leading third-party implementation efforts. Retirement Product Management - Support product management activities for TIAA's retirement products and solutions, including TIAA Traditional, Secure Income Account, GFA, TIAA Stable Value, CREF, Real Estate Account, Individual Retirement Accounts, RetirePlus, In-plan Managed Accounts (Retirement Plan Portfolio Manager (RPPM) and Advisor Managed Accounts (AMA)), as well as maintains TIAA's enterprise National Accounts with over 450 fund providers. Product Development & Innovation - Support new product development, innovation, and incubation for the organization's product and business development teams. Desired Skills: Analytical Thinking Research Microsoft Apps (Excel, PowerPoint, Word, SharePoint) Problem Solving Written & Verbal Communication Data Analysis Related SkillsAccountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management Anticipated Posting End Date: 2026-01-26Base Pay Range: $22.00/hr - $30.00/hr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Company:Marsh McLennan AgencyDescription: Marsh McLennan Agency Senior Account Manager, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Account Manager, Business Insurance at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Senior Account Manager on the Business Insurance team, you will manage relationships with clients, prospects, client teams and producers to provide best in class service and drive growth. Providing coverage analysis, risk management recommendations, negotiating coverage and pricing with carriers, preparing proposals, and resolving billing issues will be part of your day-to-day. You will also mentor our Client Service Associates by developing their policy-checking skills and coverage knowledge. Our future colleague. We'd love to meet you if your professional track record includes these skills: High school diploma or equivalent required Minimum seven (7) + years' experience in Business Insurance Property & Casualty license (or ability to obtain in 90 days of employment) Insurance designations (CPCU, CIC, ARM, and/or AU) designations or able to demonstrate equivalent knowledge and ability. Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future These additional qualifications are a plus, but not required to apply: Associates or Bachelors degree preferred Experience using Sagitta and/or ImageRight We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfilment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Flexible Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAMID #MMABI #LI-Hybrid

Company:Marsh McLennan AgencyDescription: Peak Health is a subsidiary of one of the nation's largest insurance brokers, McGriff, that employs clinically-based lifestyle and behavior change programs led by registered nurses who provide health risk assessments, help employees navigate wellness offerings, and drive individual accountability of health through personalized coaching to help employers get control over their healthcare costs. Peak Health is a recognized behavioral change and nurse coaching leader in the industry. Our company was founded in 1989 by two nurse practitioners who wanted to improve employee health behaviors. With over 35 years of results and impact, touching the lives of 100,000+ participants with clinical programming, check out this case study that highlights our proven results to understand why we do what we do! Peak Health is seeking Traveling Health & Wellness Nurse Coach in Charlotte, NC. Work Schedule: 40 hours/5 days per week ADDITIONAL INFORMATION (all positions): **Company website: ******************************* **Only travel to one site per day. **No call **No weekends **Paid major holidays **Compensation for miles traveled daily (home to worksite) **Access to free unlimited CE use **Reimbursement for CPR, Nurse Licensure **Must become a certified health coach within 24 months of hire (fully reimbursed) **Benefits Eligible ESSENTIAL DUTIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Registered nurse travels to assigned client employment site to provide health evaluations for the participants, including: Reviewing the individually completed Health History Questionnaire Reviewing and interpreting individual blood lab test results Obtaining individual weight, blood pressure, pulse, body fat or body mass, and fitness level. Establishing individual goals by making recommendations for improving the individual's health risk. May conduct evaluation via teleconference when no site is available. May perform other tasks as assigned by Nurse Manager. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Valid Registered Nursing License for state(s) in which they meet (call) program participants Valid CPR certification Valid Driver's License Working vehicle and current personal auto insurance Demonstrated proficiency in basic computer applications Excellent motivational and coaching skills Other Requirements Sitting: Frequently (25% - 50% of the time) Standing: Frequently (25% - 50% of the Walking: Frequently (25% - 50% of the time) Bending: Occasionally (Less than 25% of the time) Lifting: Up to 75 lbs. Visual / Audio / Speaking: Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding: Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability: Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business needs. Travel: Up to 100% Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid Work Charitable contribution match programs Stock purchase opportunities To learn more about a career at McGriff, a division of Marsh McLennan Agency, check us out online: ************************ To view additional career opportunities, visit *************************** or flip through our recruiting brochure: Recruiting Brochure Follow us on social media to meet our colleagues and see what makes us tick: ************************************ ********************************** ***************************** ******************************************************* Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAEHB #MMAMCG

Company:MercerDescription: We are seeking a talented individual to join our Health & Benefits team at Mercer. This supports the markets in Atlanta, Florida, Kentucky, Virginia/DC, and can be based in one of these locations. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Lead Health & Benefits Consultant, you will manage and advise client accounts for our large market employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. You will the subject matter expert to our clients and negotiate with benefits carriers and vendors to secure health and welfare plan coverage, acting as the primary consultant and relationship manager for our clients. We will count on you to: Lead complex client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewals, business placements, benchmarking, and other studies. Develop sophisticated benefits design and renewal strategies, driving the creation of tools and solutions to address complex client issues. Determine the full scope of services provided to clients and set roles/responsibilities within the client team. Effectively communicate Mercer's position on the latest industry trends to clients. Be accountable for revenue and profitability for client accounts and projects. Monitor project success in terms of scope, budget, timeliness, and client satisfaction. Generate sales by expanding revenues from existing clients and leading prospecting efforts with new clients. Set strategic direction and create demand for new products/services in the marketplace. What you need to have: BA/BS degree. Minimum of 10 years of experience in identifying, designing, recommending, and implementing efficient, innovative business solutions to clients' complex healthcare benefits challenges. Renowned expertise and industry reputation in the health & benefits field. Client-facing experience in a consulting environment. Life & Health License What makes you stand out: Strong, innovative sales and marketing skills, with the ability to effectively market organizational strengths. Superior analytical and mathematical skills, along with strategic planning, communication, and listening skills. Proven management skills in leading large, complex projects. Why join our team: We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #MERHBUS Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

The 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 Internal Advisor Consultant is responsible for meeting daily outbound call goals, email correspondences and advisor follow ups. In this role, the 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 Required Experience 2 years of experience in Securities sales within the Financial Services industry Series 7 & 66 (or combination of 63 & 65) Preferred Experience 3+ years in Financial Services industry Bachelor's degree A strong combination of sales and analytical skills Significant knowledge of the financial markets, both equity and fixed income, and the ability to articulate investment discipline with a deep understanding of the process and specific portfolios. Excellent communication skills, both written and verbal. Ability to profile clients. Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of information Related SkillsBusiness 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: 2026-02-11Base Pay Range: $60,000/yr - $90,000/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.

We are adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients. The Company Welcome to Munich Re Specialty - North America, a leading specialty insurance provider dedicated to delivering exceptional underwriting, claims, and risk management expertise to our partners and customers. As a trusted industry expert, we offer a broad range of comprehensive and customized solutions, including casualty, professional lines, property, surety, and public entity coverages. With the financial strength and global resources of our A+ Superior (A.M. Best) rated organization, we provide unmatched stability and reliability. Our team is committed to superior service levels, a distinctive approach to specialty solutions, and a deep understanding of the complex risks our clients face. Join our team and be part of a dynamic and experienced organization that is shaping the future of specialty insurance in North America. The Opportunity Future focused and always one step ahead! The Surety Underwriter Senior will be responsible for the marketing, underwriting, administration, and overall business development of assigned geographic territory in accordance with the company's surety business model to meet projected profitability and expense goals. You will serve as lead underwriter for assigned region as front line for the commercial surety line of business. The position supports the Head of Commercial Surety in balancing the needs to achieve budgeted financial results (premium volume, loss ratio, premium collections and expense management including commissions) through sound underwriting practices in an effort to produce profitable results. You will also serve as lead in Book of Business reviews and assist Head of Commercial Surety in portfolio management. Our value proposition includes embedding significant underwriting authority in the position to create an enhanced, new age customer and broker experience. We will do this by providing an enhanced level of autonomy in the position to allow our regional offices to better service our agents and clients using an agile and lean approach. Responsibilities In this position you will: * You will develop and execute a strategic business plan in order to expand our surety portfolio and will maintain full P/L responsibility for the region * You will establish and maintain key surety broker relationships in compliance with guidelines for new and renewal surety business * You will develop and underwrite a profitable portfolio, coordinate new/renewal business while exercising proper underwriting pricing and discipline in compliance with underwriting guidelines, systems and procedures * You will hire, develop and train other team members in your region Sr. Underwriters, Underwriters, Associates and Trainees as appropriate. * You will collaborate with MRSI surety colleagues in order to fully leverage MRSI surety capabilities and increase our customer base Qualifications * Bachelor's degree in Business Administration, Economics, Finance, Accounting, or related field * 10 years or more of progressive experience working with surety products * Entrepreneurial skill set, excellent marketing, negotiating and communication skills * Successful track record of developing and maintaining strong relationships with agents/brokers * Ability to think strategically and function tactically * Exceptional communication skills that energize and engage brokers, clients and colleagues and the ability to convey a vision and client-focused solutions * Ability to present and negotiate complex agreements with brokers * Effective time management and organizational skills * Willingness to travel up to 40% Because we're committed to finding the best talent, we are open to considering candidates with a range of experience. Compensation, level and accountabilities for the selected candidate will be commensurate with experience. The Company is open to considering candidates in numerous locations, including Atlanta (GA), Charlotte (NC), and Remote. The salary range posted below reflects market variations across various locations. The offer will be adjusted per geography. The base salary range anticipated for this position is $158,300-$232,200, plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO). The salary estimate is adjusted to reflect the varying market conditions across different locations, with the with the higher end being more aligned with the NYC and San Francisco job markets. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range. At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. #LI-MB1

The Brokerage Trading Analyst supports trade orders in the market and evaluates market volatility in order to assist clients. This job also evaluates information related to financial markets and assesses the market risk in order to guide client purchasing decisions. While working under limited supervision, this job maintains a relationship with the client to ensure the clients trading is aligned with their investment objectives. Key Responsibilities and Duties Analyzes companies by conducting primary research and writes reports to provide to clients interested in purchasing stock from these companies. Assists with creating database tools that allow for efficient research analysis within the department. Reviews the trade data keyed and submitted to the service providers for accuracy. Monitors trade finance arrangements to ensure proper execution and follows up on the authorizations for release of funds. Responds to client questions and concerns, and escalates requests to manager when unable to sufficiently answer the client request. Identifies processes or procedures that do not follow the established trade compliance processes and recommends updates to ensure the company remains in compliance. Educational Requirements University (Degree) Preferred Work Experience 2 Years Required; 3 Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63 Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Required Qualifications 2 years of Brokerage experience Active FINRA Series 7 & 63 licensures Additional Responsibilities: Facilitate trade processing and resolve any issues associated with order entry and execution. Review trade exceptions for eligibility. Candidate must be able to make prompt determination utilizing multiple sources to manage risk. Familiarity with trading rules engines in conjunction with review/release queues. Monitor exceptions and work toward reducing risks/liability for the firm through, training, system enhancements, process improvement and testing. Support resolution of trading escalations and exceptions Work closely with various lines of business in conjunction with clearing firm to facilitate trade corrections. Identify and suggest controls to mitigate future occurrences of common trade errors. Review daily trade reports to ensure proper execution, commission charges, accuracy and customer trends. Assist with trading related tasks involving deficient accounts, market timing, corporate actions, research, etc. Responsible for compliance with all applicable laws, regulations and rules governing trading and the policies and procedures of the department and Company. Related SkillsAdaptability, Collaboration, Communication, Conflict Management, Continuous Improvement Mindset, Critical Thinking, Detail-Oriented, Financial Risk Management, Prioritizes Effectively, Transaction Processing Anticipated Posting End Date: 2026-01-23Base Pay Range: $25.67/hr - $36.92/hr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Company:Marsh McLennan AgencyDescription: Insurance Marketing Lead (Employee Benefits) Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Insurance Marketing Lead with Marsh McLennan Agency (MMA). Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. A day in the life of an Insurance Marketing Lead is dynamic and multifaceted, centered around driving successful marketing activities for both new and renewal business. The lead begins by coordinating closely with the sales team, particularly supporting Sales Consultants in responding to Requests for Proposals and assisting in sales efforts. They serve as the consultative point of contact for the team, leveraging deep knowledge of applicable coverages, carrier guidelines, underwriting processes, alternative funding arrangements, and legislative changes to identify client needs and provide well-reasoned recommendations. Building and nurturing strong relationships with carrier representatives, teammates, and clients is a continuous priority, achieved through regular communication by phone, email, and in-person meetings. Throughout the day, the marketing lead actively monitors the current marketplace to stay informed about risk transfer alternatives and carrier capabilities. They collaborate with local leadership to align with line-of-business strategies and promote best practices. A significant part of their role involves negotiating pricing, policy conditions, and terms with carriers to select the best options for clients within marketing guidelines. They lead the renewal process by preparing company applications, submissions, proposals, and finance agreements, while also assisting the Producer and account team in collecting client information and developing marketing and renewal strategies. Ultimately, the Insurance Marketing Lead directs and executes these strategies, ensuring smooth communication with carrier underwriters and delivering renewal recommendations to clients, all while driving the team toward successful outcomes. Our future colleague. We'd love to meet you if your professional track record includes these skills: Bachelor's degree or equivalent education and/or related experience, with at least five years of relevant insurance industry experience and appropriate insurance license(s). Extensive knowledge of insurance markets, policies, and coverage issues across multiple states and industries, combined with strong organizational skills to manage workload and oversee workflows effectively. Proven leadership and interpersonal skills to guide and develop teams, build and maintain positive relationships with clients, carriers, and colleagues, and negotiate effectively with tact and persuasion. Strong problem-solving abilities and discretion to analyze client information and resolve issues, along with demonstrated proficiency in Excel and Microsoft Office applications. Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future These additional qualifications are a plus, but not required to apply: Advanced degree(s). Insurance industry certifications in addition to necessary license(s); Life & Health or ability to obtain within 90 days. Significant prior experience leading teams and/or projects. We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Flexible Hybrid work - minimum of 3 days in office Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAEHB #MMAMID #LI-Hybrid

Provides consulting and information-sharing tax services for the organization and ensures that all appropriate tax regulations are followed. Monitoring appropriate federal, state and local tax regulations and obligations. Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions. Working with business units to keep them informed about tax implications of their operation. Helping junior staff learn the appropriate regulations, filing procedures and internal communication needs. 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 corporate tax experience Preferred Qualifications: 5+ years of corporate tax experience University degree in Accounting Master's degree in Taxation Insurance industry and/or Big 4 Firm experience CPA license Proficient in Microsoft suite applications. Demonstrates strong analytical skills Strong communication and organizational skills Experience with PeopleSoft and Checkpoint Research a plus Additional Job Duties: Prepare and review accrual journal entries, post and reconcile to financials Aiding in research and analysis of legislative changes Implementing process improvements, system enhancements and increase efficiencies Related SkillsAccounting Standards, Adaptability, Automation, Continuous Improvement Mindset, Data Analysis, Financial Acumen, Relationship Management, Strategic Thinking, Taxation, Tax Compliance, Tax Efficiency, Tax Research Anticipated Posting End Date: 2026-01-27Base Pay Range: $74,500/yr - $118,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Retirement Income Consultant Multilingual The Retirement Income Consultant Multilingual speaks multiple languages and works directly with clients to recommend and implement a variety of retirement income solutions designed to meet their needs. Under general supervision, this job support clients by incorporating the organization's suite of income oriented advice and education tools in addition to utilizing the organization's broad suite of distribution and lifetime income options. Key Responsibilities and Duties Delivers virtual financial planning meetings with clients preparing for retirement and seeking assistance on how to take income from their investment portfolio Takes inbound calls from clients seeking advice and education on the use of TIAA's investment products for retirement income Makes outbound calls to clients to follow-up on referrals from the organization's business partners where retirement income education and advice are identified as client needs Recommends a variety of lifetime income solutions utilizing the organization's suite of income oriented tools. Ensures a smooth client transition into retirement by supporting the client through the lifetime income application process Assesses the complexities of the client and determines the right tools and solutions that fit their needs Maintain effective schedule and pipeline management Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Career Level 6IC Related SkillsClient Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2026-01-28Base Pay Range: $72,800/yr - $90,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Company:Marsh McLennan AgencyDescription: Marsh McLennan Agency Client Executive, Business Insurance Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Executive at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Client Executive on the Business Insurance team, you'll develop relationships with clients, prospective clients, and carriers. You will serve as an advisor and consultant to clients in order to assess risks and provide innovative solutions to complex risk-related business issues, demonstrating expertise in Loss Sensitive and Captive programs. You will guide the marketing, servicing, and retention of larger accounts, and determine resources needed to support clients and prospects (Claims, Risk Control, Executive & Professional Liability, etc.). Our future colleague. We'd love to meet you if your professional track record includes these skills: Bachelor's degree, or equivalent experience, in business or related field. Minimum ten (10) years' experience in an insurance agency or brokerage environment P & C Insurance License or ability to obtain within 90 days. Completed CPCU, CIC, ARM, and/or AU designation or ability to demonstrate equivalent knowledge and ability. Experienced in Agency Management Systems Advanced Excel Competency We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfilment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAMID #MMABI #LI-Hybrid

Company:Marsh McLennan AgencyDescription: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Product Manager focusing on our Client Portal at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As a Product Manager driving the product vision and roadmap for our Client Portal website, you'll be responsible for aligning the product strategy with MMA's strategic objectives while understanding the unique needs of our clients across various regions. You will engage with senior stakeholders, including national and regional leaders, to gather insights and prioritize features that enhance client satisfaction and business outcomes. You will collaborate with cross-functional delivery teams, leveraging your understanding of Agile methodologies to provide the vision that enables them to execute their work effectively. Strong collaboration with the delivery team is essential. With a strategic mindset and the ability to balance competing priorities alongside deep insurance knowledge, you will play a key role in developing a product that effectively serves the diverse needs of small and mid-sized businesses across multiple regions and lines of business. As a Product Manager, you will ensure that the product adheres to the established vision and that the roadmap gains traction. You will own the relationship with key stakeholders and strive to understand their broader challenges to provide effective support. Key Responsibilities Product Strategy & Vision: Establish a compelling and clear product vision for the Client Portal that aligns with Marsh McLennan Agency's mission and strategic goals Develop a product roadmap that prioritizes features and enhancements based on client needs, market trends, and business objectives. Collaborate with regional stakeholders and various lines of business to ensure the roadmap reflects the diverse requirements of clients across multiple regions while supporting MMA's overall growth strategy Insurance Expertise: Bring a strong background in insurance with a comprehensive understanding of all lines of business within the insurance sector, as you will need to cover all lines or partner with subject matter experts Stakeholder Collaboration: Collaborate with business stakeholders, including the COO and CEO in each region, to gather insights and understand national and regional priorities Engage and collaborate with delivery cross-functional teams, including engineering, design, marketing, and customer support, to deliver high-quality features tailored to our diverse client base Feature Development: Work closely with the Product Owner to provide the vision and features necessary for the delivery team to execute their work effectively. You will collaborate with the delivery team to ensure alignment with business goals and communicate these objectives clearly Collaborate with the Product Owner to continuously prioritize and manage the product backlog, ensuring it reflects the most current client needs and business objectives. Regularly update the roadmap to align with evolving stakeholder feedback and market trends, ensuring it serves as a dynamic guide for the development team While you won't be responsible for the timely delivery of features and enhancements, you will support the Product Owner in ensuring that the product adds value to our clients while balancing the diverse needs of different regions Strategic Mindset: Bring a strategic mindset to navigate and balance competing priorities across diverse regions, ensuring that the Client Portal aligns with and supports the overarching business strategy of MMA Proactively identify and capitalize on opportunities for innovation and differentiation within the Client Portal space. Drive initiatives that enhance MMA's service offerings Conduct analyses of product performance metrics and user feedback to guide strategic decision-making and inform future development efforts. Use insights to optimize the client experience and ensure that the product continually meets client expectations Our future colleague. We'd love to meet you if your professional track record includes these skills: 8+ years of experience in product management, preferably with a focus on web applications or client portals in the insurance or financial services industry Bachelor's degree in Business, Computer Science, or a related field. MBA preferred Previous insurance agency/brokerage experience is a must-have Proven track record of delivering successful digital products that enhance client engagement across multiple groups Strong analytical and problem-solving skills Excellent communication and interpersonal skills to collaborate effectively with various stakeholders across regions Familiarity with Agile methodologies and project management tools (e.g., ADO, JIRA, Trello) Understanding of web development technologies and frameworks Experience with data analytics tools and techniques to measure product performance We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Remote work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #LI-REMOTE The applicable base salary range for this role is $94,500 to $165,300.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Applications will be accepted until:January 26, 2026

Provides international tax expertise and information-sharing services for the organization and ensures that all related tax regulations are followed. This role will support the International Tax Senior Manager and other members of corporate tax. The role's functional areas will be split between tax planning and compliance. Key Responsibilities and Duties Monitor U.S. and global international tax regulations and reporting obligations and assess the potential impact within the organization. Collaborate with business units and legal personnel as a subject matter expert on U.S. international tax. Maintain and update international tax calculations including modeling the impact of U.S. and global tax reform, proposed regulations, restructurings, and tax planning. Coordinate with the external tax advisors on the technical matters. Assists with U.S. international tax compliance through collecting and verifying data from business units, analyzing filing requirements, and review of Forms 1118, 5471, 8865, 8858, 8990, 8992, etc. and related calculations prepared by third party tax advisors. Management and review of U.S. international related calculations and forms prepared by third party vendors to ensure timely and accurate completion of tax compliance and financial reporting deadlines. Maintain compliance tax reporting calendar for U.S. international and local jurisdictions. Assist with annual provision as it relates to Subpart F, GILTI, and overall FTC utilization. Assist with merger and acquisition activities including structure design and due diligence to ensure tax efficiency of business transactions. Support transfer pricing compliance globally through preparation of the master file. Research technical international tax matters and prepare memorandums to document conclusions and positions taken. Help junior staff learn the appropriate regulations, filing procedures and internal communication needs. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC Required: 5 + years of experience in a Tax Professional role with a focus in corporate U.S. international taxation. Preferred: 5+ years of experience in a Tax Professional role with 2-3 years of experience focused in corporate US international taxation. University degree in Accounting Masters degree in Accounting / Taxation Public accounting experience CPA certification #LI-KD2 Related SkillsAccounting Standards, Adaptability, Automation, Continuous Improvement Mindset, Data Analysis, Financial Acumen, Relationship Management, Strategic Thinking, Taxation, Tax Compliance, Tax Efficiency, Tax Research Anticipated Posting End Date: 2026-01-26Base Pay Range: $102,000/yr - $140,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview 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.

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 SkillsAccountability, 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: 2026-02-02Base 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.

Company:Marsh McLennan AgencyDescription: Account Manager II, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Account Manager II at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC A day in the life. As our Account Manager II on the Business Insurance team, you will be responsible for assisting our clients with service and risk management needs and managing relationships with clients, prospects, client teams and producers to provide best in class service and drive growth. You'll serve as the client contact to answer questions, resolve billing issues, make policy changes, respond to clients in a timely and professional manner. Our future colleague. We'd love to meet you if your professional track record includes these skills: High school diploma or equivalent required Minimum three (3) to five (5) years' experience in Business Insurance Property & Casualty license (or ability to obtain in 90 days of employment) Insurance designations (i.e. INS, AAI, CISR) or demonstrated knowledge of Business Insurance coverages. Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future These additional qualifications are a plus, but not required to apply: Associate or bachelor's degree preferred Experience using Sagitta and/or ImageRight Working towards CPCU, CIC, ARM, and/or AU designations or able to demonstrate equivalent knowledge and ability. We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAMID #LI-Hybrid #MMABI