Lead Trust Specialist

The Lead Trust Specialist is responsible for managing a centralized team of Trust Specialists that provide superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email request and inbound client calls. Develops the team, builds and defines SLA's, and ensures procedures are documented and align to the organization's strategic objectives.

Key Responsibilities and Duties

• Oversees and develops a team of Trust Specialists specialized in customer support that facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
• Maintains and establishes policies and procedures to ensure the trust company makes prudent decisions across the business, with respect to administration of accounts, and overall risk management for the division.
• Monitors risk metrics and ensures timely, accurate completion of all activities, control partner requests and data remediation.
• Develops partnership and collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors.  
• Focuses on client satisfaction.
• Assist with the development and implementation of new processes and procedures to improve the efficiency and effectiveness of client servicing.
• Inspires confidence and holds team accountable for timely execution and follow-up.

Educational Requirements

• No Advanced Degree Required Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7PL

Required Skills:

• 3+ years of Trust administration experience.
• Experience of ACAT and Non- ACAT Transfer process.
• Knowledge of Brokerage securities ( i.e., cost basis, stock splits.

Preferred Skills:

• 5+ years of Trust administration experience.

Related Skills

Client Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management, Tax, Technical Writing, Trusts

Anticipated Posting End Date:

2025-09-22

Base Pay Range: $77,200/yr - $106,000/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). 

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

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.

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