Lead Trust Administrator

The Lead Administrator is responsible for the administration retention and growth of the Trust business by leading a team of Trust Administrators and Trust Specialists that develop and maintain a portfolio of important revenue generating client relationships within the defined affluent and high net worth market segments and/or Estate Settlement providing thought leadership and ultimately a superior customer experience. Develops the team through practice management including education & training building and defining SLAs and ensuring procedures are documented and align to the organizations strategic objectives.

Key Responsibilities and Duties

• Oversees and develops a team of Sr. Trust Administrators specialized in administering trusts and estates and other accounts in a capacity for our high net worth clients; serves as subject matter expert on Agency and IRA matters and high networth client specific issues.
• Assist with the development and implementation of new processes and procedures to improve the efficiency and effectiveness of administration.
• Fosters growth retention and client satisfaction of the Trust business in partnership with Wealth Advisors with a deep understanding of high networth clients needs and solutions.
• Maintains and establishes policies and procedures to ensure the Trust company makes prudent decisions across the business with respect to new business review administration of accounts and overall risk management for the division.
• Monitors internal processes and risk metrics and ensures timely accurate completion of all administrative reviews control partner requests and data remediation.
• Ensures all new business fits within the service set aligned to the proper channel and falls within established risk appetite.
• Escalates key risk to ensure timely and effective resolution.
• Supports design and of training offerings and participates in management level committees.
• Develops partnership and collaboration with internal business partners including Portfolio Managers and Wealth Management Advisors and participates in sales process and review of new business opportunities.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5 Years Required; 7 Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8PL

Anticipated Posting End Date:

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 nonannual sales incentive plans or other nonannual incentive plans).

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 were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were 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 wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats 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 wellbeing. 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.

Read more about your rights and view government notices 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:

Email:

Privacy Notices

For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.

For Applicants of TIAA Nuveen and Affiliates residing in California please click here.

ForApplicants of TIAA Global Capabilities click here.

For Applicants of Nuveen residing in Europe and APAC please click here.