Teams at TIAA

Supports portfolio compliance monitoring for Nuveen by reviewing CRD alerts, investigating data exceptions, generating reports, maintaining portfolios, and resolving compliance queries with portfolio managers and traders. The role tracks corrective actions, improves policies and procedures, identifies regulatory risks, and supports automation and technology enhancements across compliance processes.

Leads large, cross-functional projects from planning through delivery, managing schedules, budgets, resources, risks, dependencies, contractors, and stakeholder communications. Facilitates Agile and Scrum ceremonies, tracks delivery metrics, resolves obstacles, provides status reporting, and drives continuous improvement. Coaches junior professionals and ensures projects are completed on time, within budget, and to quality standards.

Supports onboarding and development programs for Wealth associates. Maintains associate databases, tracks production-readiness criteria, manages role-specific entitlements, submits system and hardware access requests, and identifies process improvements and automation opportunities. The role also monitors training needs and program effectiveness while building collaborative relationships across the organization.