Senior Director, Advice & Financial Planning Methodology

Posted yesterday

nuveenCharlotte (NC)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Manager

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About 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.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.