Manager, Third-Party Wealth Operations

Third-Party Wealth Operations Third-Party Wealth Operations is responsible for servicing Third-Party Advisors who work with TIAA institutional and individual clients in support of the distribution of TIAA products and services. The role primarily manages various aspects of the TIAA advisor platform and integrates it into day‑to‑day operational support of Third‑Party Advisors. This position also develops, maintains, and monitors processes and the control environment to minimize business risks. Key Responsibilities and Duties Work directly with Third Party Advisors by providing operational and practice management support needed to facilitate the distribution of TIAA’s products and services on our platform. Support the Advisor Desk and Relationship Management team by providing subject‑matter expertise on infrastructure and operational processes, broadening the distribution of TIAA products and services through Third Party Advisors. Act as the SME for certain operational processes by developing, implementing, managing, and maintaining standard operating procedures for both plan‑level consultants and participant‑level advisors. The role requires a broad working knowledge of all operational aspects of the business. Manage and monitor controls built into infrastructure and processes to ensure minimal risk associated with Third Party Advisors on our platform. Support special initiatives and projects to ensure the ongoing health and development of the Third Party Advisor platform. Educational Requirements University degree preferred Work Experience 5+ Years required; 7+ Years preferred FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) – Multiple issuers required within 120 days Physical Requirements Physical requirements: Sedentary work Required Skills 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. Career Level: 8IC Anticipated Posting End Date: 2026-07-18 Base Pay Range: $83,000/yr - $116,000/yr Actual base salary may vary based on 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 participation in an incentive program linked to performance (e.g., annual discretionary incentive programs, non‑annual sales incentive plans, or other non‑annual incentive plans). 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. 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 contact our accessibility support team: Phone: View phone number on click.appcast.io Email: View email address on click.appcast.io Drug and Smoking Policy TIAA maintains a drug‑free and smoke‑free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in the U.S. (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, click here. #J-18808-Ljbffr TIAA