Head of Trust Client Solutions

The Head of Trust Client Solutions Group leads a centralized team of Trust Specialists and Trust Processors within TIAA's premier flagship Private Asset Management (PAM) group. This people leader role encompasses oversight of Client Interactions, Trust Processing, Account Onboarding/Funding, and Beneficiary Settlement operations. The position requires strategic leadership in managing large teams while defining and monitoring service level agreements, ensuring compliant workflow administration, risk management, document collection, and account servicing in accordance with all applicable regulations, policies, and procedures.

Key Responsibilities and Duties

Team Leadership & Development

• Lead, develop, and inspire a team of Trust Specialists and Trust Processors specializing in Trust Operations, client interactions, tax servicing, account terminations, and comprehensive account servicing
• Hold team accountable for timely execution and thorough follow-up on all deliverables
• Foster a culture of excellence and continuous improvement

Operational Excellence

• Oversee delivery of accurate and timely results across all functional teams
• Address and resolve client issues promptly while implementing strategic process improvements
• Set, monitor, and review service level agreements to ensure optimal performance standards

Risk Management & Compliance

• Minimize operational risk through regular review of procedures and monitoring of reconciliation and variance reports
• Ensure all accounts comply with legal, regulatory, and internal fiduciary operation procedures
• Achieve satisfactory audit results through robust control frameworks
• Analyze, interpret, and execute PAM accounts in strict accordance with legal instruments and trustee duties

Process Improvement & Vendor Management

• Review and enhance operating procedures to improve efficiency, strengthen controls, and reduce costs
• Manage significant vendor relationships and participate in or lead vendor user groups as appropriate

Client Relations & Reporting

• Manage teams that proactively communicate with clients and third-party service providers to ensure exceptional client satisfaction
• Prepare and present comprehensive financial reports to clients, providing regular updates on trust status and performance

Strategic Partnerships

• Develop and maintain strong partnerships with internal business stakeholders, including Portfolio Managers and Wealth Management Advisors
• Participate actively in management-level committees and strategic initiatives

Educational Requirements

• University (Degree) Preferred

Work Experience

• 8+ Years Required; 10+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
10PL

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:

2026-01-30

Base Pay Range: $134,100/yr - $270,600/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.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead