Verified Job
Accounting - Finance
Lead Trust Specialist Senior Support
Accounting - Finance
#479498
Remote / WFH
Job Description
The Lead Trust Specialist is responsible for managing a centralized team of Trust Specialists that provide superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email request and inbound client calls. Develops the team, builds and defines SLA's, and ensures procedures are documented and align to the organization's strategic objectives.
Key Responsibilities and Duties
• Oversees and develops a team of Trust Specialists specialized in customer support that facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
• Maintains and establishes policies and procedures to ensure the trust company makes prudent decisions across the business, with respect to administration of accounts, and overall risk management for the division.
• Monitors risk metrics and ensures timely, accurate completion of all activities, control partner requests and data remediation.
• Develops partnership and collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors.
• Focuses on client satisfaction.
• Assist with the development and implementation of new processes and procedures to improve the efficiency and effectiveness of client servicing.
• Inspires confidence and holds team accountable for timely execution and follow-up.
Educational Requirements
• No Advanced Degree Required Preferred
Work Experience
• 3+ Years Required; 5+ Years Preferred
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
7PL
• Trust Administration experience required; experience supporting ultra-high net worth clientele within Trust Administration strongly preferred for consideration.
• Opportunity will also support Business Management function in partnership with manager.
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:
2026-12-30
Base Pay Range: $80,000/yr. - $100,000/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).
_____________________________________________________________________________________________________
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.
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. That’s 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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, ****** orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law 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: (800) 842-2755
Email: accessibility.support@tiaa.org
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.
For Applicants of Nuveen residing in Europe and APAC, please click here.
Key Responsibilities and Duties
• Oversees and develops a team of Trust Specialists specialized in customer support that facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
• Maintains and establishes policies and procedures to ensure the trust company makes prudent decisions across the business, with respect to administration of accounts, and overall risk management for the division.
• Monitors risk metrics and ensures timely, accurate completion of all activities, control partner requests and data remediation.
• Develops partnership and collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors.
• Focuses on client satisfaction.
• Assist with the development and implementation of new processes and procedures to improve the efficiency and effectiveness of client servicing.
• Inspires confidence and holds team accountable for timely execution and follow-up.
Educational Requirements
• No Advanced Degree Required Preferred
Work Experience
• 3+ Years Required; 5+ Years Preferred
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
7PL
• Trust Administration experience required; experience supporting ultra-high net worth clientele within Trust Administration strongly preferred for consideration.
• Opportunity will also support Business Management function in partnership with manager.
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:
2026-12-30
Base Pay Range: $80,000/yr. - $100,000/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).
_____________________________________________________________________________________________________
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.
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. That’s 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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, ****** orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law 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: (800) 842-2755
Email: accessibility.support@tiaa.org
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.
For Applicants of Nuveen residing in Europe and APAC, please click here.
