VP, Sr Lead Strategy & Transformation

Hybrid in Charlotte, NC, US • Posted 1 hour ago • Updated 1 hour ago
Full Time
On-site
USD $139,000.00 - 221,000.00 per year
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Job Details

Skills

  • Equities
  • Thought Leadership
  • Development Testing
  • Standard Operating Procedure
  • Partnership
  • Production Support
  • Operational Risk
  • Management
  • Due Diligence
  • IC
  • Internal Communications
  • Integrated Circuit
  • Asset Management
  • OTC Derivatives
  • Leadership
  • Articulate
  • Target Audience
  • Regulatory Compliance
  • Risk Management
  • FX
  • Fixed Income
  • Mutual Funds
  • Order Management
  • Derivatives
  • Foreign Exchange
  • Bloomberg
  • AIM
  • Charles River
  • Investment Management
  • Trading
  • Solaris
  • Artificial Intelligence
  • Workflow
  • Business Analysis
  • Process Improvement
  • Business Process
  • Collaboration
  • Communication
  • Negotiations
  • Project Management
  • Partner Relationship Management
  • Sales

Summary

VP, Sr Lead Strategy & Transformation

Nuveen is seeking an experienced VP, Sr Lead of Strategy and Transformation that will be a part of Nuveen Global Investment Operations. Directly supporting the Head of Core Public Operations, it will help lead strategic initiatives across the team while serving as a subject matter expert supporting global equities, fixed income, foreign exchange, and OTC derivatives trading and operations. It will proactively seek out efficiency and process improvements, leverage technology and AI to streamline workflows, and help build new complementary capabilities to support the growth of the business. The role will provide thought leadership for Core Public Operations and work closely with and support the Head of Core Public Operations' direct reports as a trusted subject matter expert.

In addition to supporting strategic initiatives and automation, this role provides operational support for resolving complex business issues and enabling business growth, including new market assessments, the implementation of new investment instruments, and the operational response to regulatory requirements. This role will also review operational processes to identify and mitigate risk and may be called upon to support high-priority business issues and challenges, including production support escalations, where quick, decisive action is needed to address risk. This role will work closely with Nuveen's investment, operations, risk, compliance, and technology teams, in addition to critical business partners such as brokers, custodians, fund admins, and outsourced service providers.

Key Duties & Responsibilities:
  • Partner with the Head of Core Public Operations to lead, manage, and support a portfolio of projects and strategic initiatives.
  • Closely collaborate with Trading, Technology, and Operations to support strategic initiatives through business analysis, development, testing, and implementation.
  • Lead transformation projects, focused on opportunities to deploy automation and AI technologies to improve operational process and strengthen capabilities.
  • Incorporate a risk management mindset, focused on identifying and mitigating operational risk through continued process improvement and enhanced operational controls. Develop standard operating procedures and remediation plans to address operational risk.
  • Proactively identify opportunities for efficiency and process improvement across Core Public Operations, bringing forward recommendations and driving implementation in partnership with relevant stakeholders.
  • Serve as a trusted advisor and subject matter expert to the Head of Core Public Operations' direct reports, providing guidance across equity, fixed income, FX, and derivatives operations.
  • Respond to high-priority business issues and production support escalations as needed, helping to quickly assess, triage, and resolve operational risk in a fast-paced environment.
  • Support the development of new operational capabilities to enable business growth, working cross-functionally to design and implement scalable solutions.
  • Oversee and support operational due diligence for new markets and new investment instruments.


Educational Requirements
  • University (Degree) Preferred

Work Experience
  • 5+ Years Required; 7+ Years Preferred

Physical Requirements
  • Physical Requirements: Sedentary Work


Career Level 9IC

Required Qualifications:
  • 5+ years of experience working in asset management specifically in investment/trading operations
  • 5+ years of experience supporting FX and/or OTC derivatives


Preferred Qualifications:
  • 7+ more years of experience working in asset management specifically in investment/trading operations supporting FX and/or OTC derivatives
  • Demonstrated leadership qualities and ability to lead cross-functional teams and initiatives
  • Experience leading and/or contributing to enterprise transformational projects
  • Ability to work independently in a dynamic, fast-paced environment, without extensive direction
  • Excellent communication skills; ability to articulate issues with internal/external stakeholders and present highly technical subject matter at an appropriate level for the target audience
  • Controls mindset, ability to partner with Compliance and Risk Management to advance the business and mitigate risk
  • Experience with or strong understanding of various derivatives instruments across equity, fixed income, FX, and credit asset classes
  • Experience with or strong understanding of global equity and fixed income trading
  • Broader knowledge of Investment Operations
  • Strong knowledge of derivatives trade lifecycle and support across bilateral, listed, and cleared derivatives trading workflows
  • Understanding of Investment Management products (Pension funds, Mutual funds, Separate accts)
  • Knowledge of order management systems and/or electronic trading systems to support derivatives and FX trading
  • Experience with Bloomberg AIM, Charles River Investment Management System
  • Experience working with outsourced service providers
  • Experience with supporting global trading and operating within a "follow-the-sun" global operating model
  • Experience leveraging technology and/or AI tools to streamline operational workflows and drive efficiency
  • Strong Project Management Skills
  • Ability to run meetings and drive results
  • Comfortable operating with ambiguity and shifting priorities in a dynamic business environment


Related Skills

Business Analysis, Business Process Improvement, Business Process Understanding, Collaboration, Consultative Communication, Negotiation, Nuveen Products/Services Acumen, Organizational Savviness, Project Management, Vendor / Partner Management

Anticipated Posting End Date:
2026-09-04

Base Pay Range: $139,000/yr - $221,000/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 .

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 , and you can read more about your rights and view government notices .

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:

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 .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click .

For Applicants of TIAA Global Capabilities, click .

For Applicants of Nuveen residing in Europe and APAC, please click .
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 10225372b
  • Position Id: R260800146_1
  • Posted 1 hour ago

Company Info

About TIAA

At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided pensions, insurance, and investment services, empowering millions of people— in education, healthcare, and nonprofit —with the knowledge, guidance, and lifetime income needed to plan their futures. We are fighting to ensure a more secure financial future for all and for generations to come.

Visit tiaa.org to learn more about preparing for a more secure retirement.

For our Terms of Use, please visit go.tiaa.org/termsofuse.

 

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