Advisor Education Project Coordinator

Nuveen, a TIAA company; Charlotte (NC); On-site; USD 63,000 - 87,000; Full time

Job summary

Nuveen, a TIAA company, is seeking a Project Coordinator for the Global Sales and Advisor Development (GSAD) team in Charlotte, NC. You will coordinate events, analyze data, manage sponsorships, and support executive communications across Marketing and Compliance.

This role offers growth in operations, analytics, and cross-functional collaboration. Primary responsibilities include end-to-end event scheduling, quarterly reporting, and maintaining documentation and financial processes for the

Qualifications

• University degree preferred.
• No prior work experience required.

Responsibilities

• Event scheduling and coordination for Advisor Education engagements.
• Data analysis and multi-level reporting development.
• Continuing education sponsorship lifecycle management.
• Document management and compliance coordination.
• Processing expenses, POs, and invoices for the team.
• Prepare agendas and presentations for GSAD meetings.

Skills

Adaptability

Business Acumen

Collaboration

Communication

Consultative Communication

Detail-Oriented

Executive Presence

Financial Acumen

Messaging Effectiveness

Prioritizes Effectively

Problem Solving

Project Management

Relationship Management

Strategic Thinking

Education

University Degree Preferred

Job description

The Global Sales and Advisor Development (GSAD) Project Coordinator serves as a strategic partner to the GSAD team, integrating content management, data analysis, and project coordination with critical administrative support functions. The coordinator contributes to multi-level reporting initiatives that inform decision‑making at all levels of the organization. This role offers meaningful growth opportunities in operations and project management, data analytics, and cross‑functional collaboration, while ensuring seamless execution of team priorities at all levels of the organization.

The coordinator acts as the primary point of contact for Advisor Education event scheduling, continuing education sponsorship activities, and document management. Success in this role requires strong partnership with Advisor Education content writers and speakers, as well as select stakeholders in Marketing and Compliance, to support the team's expanding needs and consistently deliver high‑quality results across all initiatives.

Key Responsibilities And Duties

• Event scheduling & coordination: Manage end-to-end scheduling for Advisor Education speaking engagements across both internal and external events - ranging from branch-level meetings to national industry conferences. Responsibilities include all pre- and post-event coordination with Nuveen sales teams, ensuring a consistent and professional experience across every touchpoint.
• Data analysis & reporting: Play an integral role in the team's data analysis and reporting function, serving as a key contributor to multi-level reporting initiatives in partnership with data scientists. Responsibilities include preparing and managing quarterly home office reports, conducting data analysis to surface actionable insights, and producing presentation-ready deliverables shared both internally with team members and more broadly with senior leaders and executive stakeholders.
• Continuing education & sponsorship management: Serve as the primary contact for continuing education sponsorship activities, overseeing the full lifecycle of program management including new program applications, sponsorship renewals, and ongoing relationship coordination with relevant partners.
• Document management & Compliance: Oversee the Advisor Education document management process, including ongoing maintenance of content libraries and coordinating firm submissions to Marketing.
• Financial administration: Process expense submissions for speakers and manage purchase orders and invoices on behalf of the team, ensuring accuracy and adherence to internal financial processes.
• Meeting facilitation & executive communications: Prepare agendas and PowerPoint presentations for monthly GSAD meetings and regular Advisor Education team gatherings, including offsite events, support clear and professional communication across the team and with senior stakeholders.

Educational Requirements

• University (Degree) Preferred

Work Experience

• No Experience Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

5IC

Related Skills

Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Detail-Oriented, Executive Presence, Financial Acumen, Messaging Effectiveness, Prioritizes Effectively, Problem Solving, Project Management, Relationship Management, Strategic Thinking

Anticipated Posting End Date

2026-10-02

Base Pay Range

Base Pay Range: $30.19/hr - $41.73/hr

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 www.nuveen.com 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 Benefits Summary.

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 careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

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Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.

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