Managed Account Services Consultant

Managed Account Services Consultant
The Managed Account Services Consultant provides high-level program and product support across a wide range of activities critical to the Managed Accounts business. This role plays a central part in maintaining and enhancing the advisor and client experience by managing account maintenance needs producing and analyzing data researching complex client escalations supporting platform enhancements and contributing to user acceptance testing to validate system functionality. While working independently with minimal supervision this role brings a proactive solutions-oriented mindset to every interaction.

Key Responsibilities and Duties

• Deliver exceptional advisor service and support across all aspects of the Managed Accounts program acting as a primary resource for inquiries issue resolution and ongoing account servicing.
• Partner with product and technology teams to provide servicing insights identify system issues support platform improvements and participate in user acceptance testing to validate business requirements and ensure a positive user experience.
• Collaborate across cross-functional teams to support the execution of strategic initiatives process improvements and product support efforts that enhance the advisor and client experience.
• Identify and implement opportunities to streamline workflows improve service delivery and contribute to a culture of continuous improvement.
• Serve as a subject matter expert on Managed Account products demonstrating strong ownership professional communication and a proactive approach to advisor and program support.
• Build and maintain strong relationships with internal partners to ensure alignment on priorities system enhancements and servicing needs.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2 Years Required; 3 Years Preferred

FINRA Registrations

• SRC Indicator: NRF

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC

Required Skills:

• 2 years experience in Financial Services with an emphasis on Analysis and/or Operations

Preferred Skills:

• Familiarity with one or more continuous improvement tools and technologies:
  • Tableau or Power BI for data visualization
  • Python PowerShell or Batch Files for scripting and automation
  • Automation Anywhere for robotic process automation
  • SharePoint Online
  • Power Automate
  • SQL and Microsoft Access for data querying and database management
• Collaborative passionate quick learner adaptive comfortable with operating in ambiguity
• Brokerage knowledge (i.e. cost basis registrations asset transfers account maintenance onboarding/offboarding)
• Net-X 360 general navigation/understanding how to generate reports (Pershing platform)

Related Skills

Client Financial Planning Client Relationship Management Consultative Communication Due Diligence Financial Markets Market/Industry Dynamics Practice Management Strategy Retirement Planning Selling Sales TIAA Products/Services Acumen Wealth Management

Anticipated Posting End Date:

Base Pay Range: $32.16/hr - $45.43/hr

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 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).

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 were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows 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 with Integrity Own It and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.

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. 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 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.

Our full EEO & Non-Discrimination statement is on our careers home page and you can 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:

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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.