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 servicingHold team accountable for timely execution and thorough follow-up on all deliverablesFoster a culture of excellence and continuous improvement

Operational Excellence

Oversee delivery of accurate and timely results across all functional teamsAddress and resolve client issues promptly while implementing strategic process improvementsSet, 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 reportsEnsure all accounts comply with legal, regulatory, and internal fiduciary operation proceduresAchieve satisfactory audit results through robust control frameworksAnalyze, 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 costsManage 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 satisfactionPrepare 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 AdvisorsParticipate 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

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:

2025-09-26

Base Pay Range: $139,000/yr - $185,000/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). 

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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 Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices here.

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Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

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