Senior Director, Advice & Financial Planning Methodology

nuveenCharlotte, NCyesterday

Occupations

Personal Financial Advisors Financial Managers Financial and Investment Analysts

Industries

Portfolio Management and Investment Advice Miscellaneous Financial Investment Activities Other Management Consulting Services

Nuveen seeks a Sr Director, Advice & Financial Planning Methodology Lead to shape the enterprise advice strategy. You will own the methodology roadmap, align with Product Management, Governance and Enablement, and drive cross-functional execution with UX, CX, Marketing and IT. This senior role requires 8+ years in financial services with a focus on financial tech, strong stakeholder management, and ERISA knowledge.

Apply now

Level

ManagerL7

Location

Charlotte, NC

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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