Senior Director, Advice & Financial Planning Methodology
nuveenCharlotte, NC
Senior Director, Advice & Financial Planning Methodology
nuveenCharlotte, NC
yesterday
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting ServicesAbout the role
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.
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JOB OVERVIEW
Experience level
Manager
Location
Charlotte, NC
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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