Manager, Third-Party Wealth Operations

About the role

The Third-Party Wealth Operations role is responsible for servicing Third-Party Advisors who work with TIAA institutional and individual clients. This includes supporting the distribution of TIAA products and services on the platform and ensuring the integration of the advisor platform into operational support.

Responsibilities

• Work directly with Third Party Advisors by providing operational and practice management support.
• Support the Advisor Desk and Relationship Management team by providing subject matter expertise on infrastructure and operational processes.
• Develop, implement, manage, and maintain standard operating procedures for both plan level consultants and participant level advisors.
• Manage and monitor certain aspects of controls to minimize risks associated with the business conducted by Third Party Advisors on the platform.
• Support special initiatives and projects to ensure the ongoing health and development of the Third Party Advisor platform.

Requirements

• University (Degree) Preferred
• 5+ Years Work Experience Required; 7+ Years Preferred
• FINRA Registrations: SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications: Life and Health Insurance License (Resident State)

Qualifications

• 5+ years of experience in a client facing role interacting with internal and external relationships.
• Preferred Skills: 7+ years of experience in a client facing role interacting with internal and external relationships. 5+ years of experience in Data Analytics. Experience working with Registered Investment Advisors (RIA) and Broker Dealer (B/D) Regulatory Environment. Strong communication skills and client influencing ability. Ability to make accurate decisions and act independently.

Skills

• Accountability
• Analytical Skills
• Business Development
• Collaboration
• Consultative Communication
• Customer Engagement
• Practice Management Strategy
• Prioritizes Effectively
• Relationship Management
• Sales
• Stakeholder Engagement
• Story Telling
• Strategic Thinking

Benefits

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).

Pay

$83,000/yr - $116,000/yr

Schedule

N/A