TIAA

Head of Trust Client Solutions

TIAA(2 months ago)

OnsiteFull TimeDirector$134,100 - $270,600Trust Operations
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About this role

The Head of Trust Client Solutions Group leads a centralized team of Trust Specialists and Trust Processors within TIAA’s Private Asset Management organization, overseeing client interactions, trust processing, account onboarding/funding, and beneficiary settlements. This senior people-leader role is responsible for strategic oversight of service level agreements, risk and compliance frameworks, and operational performance to ensure accounts are serviced in accordance with legal, regulatory, and fiduciary requirements.

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Required Skills

  • Client Relationships
  • Risk Management
  • Compliance
  • Process Improvement
  • Vendor Management
  • Account Onboarding
  • Trusts
  • Tax Servicing
  • Leadership
  • Reporting

Qualifications

  • University Degree (Preferred)
TIAA

About TIAA

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At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.

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