AVP, Client and Product Readiness
Job Description
Nuveen is a global investment manager that works in partnership with our clients to create outcome-focused solutions to help them reach their goals for their financial future.
Key Responsibilities and Duties
- Coordinate product and client account on-boarding and lifecycle activity - support new fund and account launches, transfers, changes; ensuring all operational areas are prepared for timely and seem-less implementation.
- Collaborate extensively with investment operational teams as well client service and product stakeholders to ensure operational readiness for account lifecycle events.
- Work with continuous improvement and project management mindset in team environment to enrich procedures and process.
- Participate in account onboarding automation efforts including company-wide workflow efforts and outsourcing integration initiatives.
- Engage and coordinate critical change initiatives and projects that enhance efficiency and effectiveness, and identify additional opportunities to improve operational processes, communicating recommendations to management team.
- Improve the efficiency and effectiveness of the investment operations functions and processes by developing and implementing process improvement initiatives, and by identifying and planning the execution of best practices.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 3+ Years Required; 5+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
7IC
Nuveen is seeking an AVP, Client and Product Readiness. This role will be a part of Nuveen Global Investment Operations and will report into the VP, Client and Product Readiness. The Nuveen Global Investment Operations team provides operational support for investment activities across Nuveen and its affiliates and plays a leadership role in the transformation of how services are delivered to our internal clients. This includes the continued integration of affiliates onto future state platforms, consolidation and validation of data, process improvement and risk mitigation, and the implementation of new capabilities to support the rapid growth of assets under management and the complexity of assets managed. Stakeholder identification, engagement, and communication are an essential component of successful outcomes.
Required Skills:
- 3 or more years of investment operations and/or project management experience within an Asset Management organization.
- Must have experience with managing/monitoring multiple initiatives with emphasis on tracking and status communication.
- Experience using MS Word, Excel and PowerPoint
Preferred Skills:
- 5 or more years of investment operations and/or project management experience within an Asset Management organization.
- Knowledge of investment and accounting systems including experience working with external service providers.
- Possess strong analytical skills on end-to-end processes that link capabilities and priorities.
- Strong problem-solving skills and intellectual curiosity, with genuine interest in investments.
- Strong program/project management experience.
- Solid verbal and written communication skills, with emphasis on client service and follow through.
#NuveenTechOps
Related Skills
Accountability, Adaptability, Agile Methodology, Business Acumen, Business Process Improvement, Business Process Understanding, Change Management, Consultative Communication, Executive Presence, Influence, Prioritizes Effectively, Problem Solving, Program Management, Relationship Management, Resource Planning
Base Pay Range: $100,700/yr. - $139,200/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, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com
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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law 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: (800) 842-2755
Email: [email protected]
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 Nuveen residing in Europe and APAC, please click here.
For Applicants of Greenwood residing in Brazil (English), click here.
For Applicants of Greenwood residing in Brazil (Portuguese), click here.
For Applicants of Westchester residing in Brazil (English), click here.
For Applicants of Westchester residing in Brazil (Portuguese), click here.
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Date Posted
09/06/2023
Views
3
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