TIAA
The Head of Trust Client Solutions Group leads a centralized team of Trust Specialists and Trust Processors within TIAA's premier flagship Private Asset Management (PAM) group. This people leader role encompasses oversight of Client Interactions, Trust Processing, Account Onboarding/Funding, and Beneficiary Settlement operations. The position requires strategic leadership in managing large teams while defining and monitoring service level agreements, ensuring compliant workflow administration, risk management, document collection, and account servicing in accordance with all applicable regulations, policies, and procedures.
Key Responsibilities and Duties Team Leadership & Development
Lead, develop, and inspire a team of Trust Specialists and Trust Processors specializing in Trust Operations, client interactions, tax servicing, account terminations, and comprehensive account servicing
Hold team accountable for timely execution and thorough follow-up on all deliverables
Foster a culture of excellence and continuous improvement
Operational Excellence
Oversee delivery of accurate and timely results across all functional teams
Address and resolve client issues promptly while implementing strategic process improvements
Set, monitor, and review service level agreements to ensure optimal performance standards
Risk Management & Compliance
Minimize operational risk through regular review of procedures and monitoring of reconciliation and variance reports
Ensure all accounts comply with legal, regulatory, and internal fiduciary operation procedures
Achieve satisfactory audit results through robust control frameworks
Analyze, interpret, and execute PAM accounts in strict accordance with legal instruments and trustee duties
Process Improvement & Vendor Management
Review and enhance operating procedures to improve efficiency, strengthen controls, and reduce costs
Manage significant vendor relationships and participate in or lead vendor user groups as appropriate
Client Relations & Reporting
Manage teams that proactively communicate with clients and third-party service providers to ensure exceptional client satisfaction
Prepare and present comprehensive financial reports to clients, providing regular updates on trust status and performance
Strategic Partnerships
Develop and maintain strong partnerships with internal business stakeholders, including Portfolio Managers and Wealth Management Advisors
Participate actively in management-level committees and strategic initiatives
Educational Requirements
University (Degree) Preferred
Work Experience
8+ Years Required; 10+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level 10PL
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Key Responsibilities and Duties Team Leadership & Development
Lead, develop, and inspire a team of Trust Specialists and Trust Processors specializing in Trust Operations, client interactions, tax servicing, account terminations, and comprehensive account servicing
Hold team accountable for timely execution and thorough follow-up on all deliverables
Foster a culture of excellence and continuous improvement
Operational Excellence
Oversee delivery of accurate and timely results across all functional teams
Address and resolve client issues promptly while implementing strategic process improvements
Set, monitor, and review service level agreements to ensure optimal performance standards
Risk Management & Compliance
Minimize operational risk through regular review of procedures and monitoring of reconciliation and variance reports
Ensure all accounts comply with legal, regulatory, and internal fiduciary operation procedures
Achieve satisfactory audit results through robust control frameworks
Analyze, interpret, and execute PAM accounts in strict accordance with legal instruments and trustee duties
Process Improvement & Vendor Management
Review and enhance operating procedures to improve efficiency, strengthen controls, and reduce costs
Manage significant vendor relationships and participate in or lead vendor user groups as appropriate
Client Relations & Reporting
Manage teams that proactively communicate with clients and third-party service providers to ensure exceptional client satisfaction
Prepare and present comprehensive financial reports to clients, providing regular updates on trust status and performance
Strategic Partnerships
Develop and maintain strong partnerships with internal business stakeholders, including Portfolio Managers and Wealth Management Advisors
Participate actively in management-level committees and strategic initiatives
Educational Requirements
University (Degree) Preferred
Work Experience
8+ Years Required; 10+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level 10PL
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