Lead Trust Processor - Lead Trust Processor, Processing & Automation (Trust Client Solutions Group)

The Lead Trust Processor TCSG is responsible for managing a centralized team of non-client facing Trust Specialists and Administrative Assistants accountable for providing superior customer service to Trust clients and key partners in through clerical and transactional processing of preparing, maintaining, and completing Trust accounts including required mailing.

Key Responsibilities and Duties

• Oversees and develops a team of Trust Processors and Administrative Support specialized in the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
• Develops policies and procedures to ensure the team makes prudent decisions across the business, with respect to administration of accounts, and overall risk management for the division.
• Responds to client requests for information and assistance within appropriate level of authority.
• 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.
• Participates in management level committees.
• 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

Anticipated Posting End Date:

2024-11-30

Base Pay Range: $80,000/yr. - $100,000/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

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. 

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: 

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org