- Nuveen Investments (Los Angeles, CA)
- The Senior Client Service Manager supervises a...direct indexing market share. + Coordinate direct indexing client transitions activity ... as a high level contact for clients, and guides direct reports on onboarding new client accounts,...Nuveen business partners. + Support the transformation of Nuveen's direct indexing platform through new technology, tools,… more
- BlackRock (Sausalito, CA)
- …clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing , fixed income, active equity, and multi-asset. We ... on enhancing and maintaining integrations that support business users in meeting client needs and onboarding new partners and operating models onto the platform.… more