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 PreferredWork Experience

3+ Years Required; 5+ Years PreferredPhysical Requirements

Physical Requirements: Sedentary WorkCareer Level

7PL

Anticipated Posting End Date:

2024-11-30

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

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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, sexual 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: [email protected]

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 .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

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 .

Nondiscrimination Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law

Pay Transparency

Philadelphia Ban the Box