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Manager, Third-Party Wealth Operations at TIAA - ApplyBlast

Manager, Third-Party Wealth Operations

TIAA

3 months ago

3.6 on Glassdoor

Charlotte, NC, USA

Onsite

Full Time

Senior

0 applicants

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About this role

The Third-Party Wealth Operations role manages the operational support and platform integration for Third-Party Advisors distributing TIAA products. This position acts as a subject matter expert to develop and monitor standard operating procedures while ensuring the control environment minimizes business risks. The role involves collaborating with the Advisor Desk and Relationship Management teams to facilitate product distribution and support special initiatives.

Responsibilities

Manage operational support for Third-Party Advisors distributing TIAA products
Develop and maintain standard operating procedures for plan and participant levels
Monitor controls to minimize business risks associated with the advisor platform
Provide subject matter expertise on infrastructure and operational processes
Support special initiatives to ensure the health of the Third Party Advisor platform

Skills

Qualifications

Series 6 or Series 7Series 63Life Insurance LicenseHealth Insurance License

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

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