Advisor Education Projects Coordinator

TIAA; Charlotte (NC); On-site; USD 41,000 - 58,000; Full time

Job summary

Nuveen is seeking a GSAD Project Coordinator to partner with Advisor Education, Marketing and Compliance teams. You will manage event scheduling, support data analytics, and oversee sponsorships and documentation.

The role offers growth in operations, analytics and cross-functional collaboration with senior leaders. The position entails preparing agendas and PowerPoint materials for monthly GSAD meetings, handling vendor relations, and ensuring accurate financial processes.

Qualifications

• University degree preferred.
• No Experience Required.

Responsibilities

• Event scheduling & coordination for Advisor Education events at multiple levels.
• Data analysis & reporting, including quarterly home office reports and executive-ready deliverables.
• Continuing education sponsorship management from applications to renewals.
• Document management & compliance for Advisor Education content libraries.
• Financial administration of expenses, POs and invoices.
• Meeting facilitation and executive communications for GSAD monthly meetings.

Skills

Adaptability

Collaboration

Communication

Project Management

Financial Acumen

Strategic Thinking

Education

University Degree

Job description

Nuveen is seeking a GSAD Project Coordinator to partner with Advisor Education, Marketing and Compliance teams. You will manage event scheduling, support data analytics, and oversee sponsorships and documentation.

The role offers growth in operations, analytics and cross-functional collaboration with senior leaders. The position entails preparing agendas and PowerPoint materials for monthly GSAD meetings, handling vendor relations, and ensuring accurate financial processes.