Manager, Third-Party Wealth Operations

Responsibilities Work directly with Third Party Advisors providing operational and practice management support for TIAA’s products and services Support Advisor Desk and Relationship Management team with expertise on our infrastructure and processes Develop, implement, manage, and maintain standard operating procedures for plan level consultants and participant level advisors Manage and monitor controls to minimize business risks for Third Party Advisors Support special initiatives and projects for the ongoing development of our Third Party Advisor platform Requirements 5 or more years of experience in a client facing role within financial services Should have Series 6 or 7; Series 63 and State Life and Health Insurance 3 or more years of experience in Data Analytics Certifications & Qualifications Series 6 Series 7 Series 63 State Life Insurance State Health Insurance #J-18808-Ljbffr Jobtailor