Manager - Wealth Management - IN
A Manager in Wealth Management Operations oversees daily operations, ensuring the accuracy and efficiency of transaction processing and compliance. They lead strategic initiatives to optimize workflows, mentor team members, and collaborate with cross-functional departments to enhance client service and operational performance.
Key Responsibilities and Duties
- Strategic Planning & Team Oversight: Develop and implement strategies to meet organizational goals while overseeing the performance of multiple teams. Ensure alignment of team objectives with broader business initiatives, while providing leadership, direction, and support to achieve operational excellence.
- Process Optimization & Risk Management: Lead efforts to optimize processes, enhance operational efficiency, and ensure compliance with regulatory requirements. Conduct risk assessments, implement mitigation strategies, and drive continuous improvement initiatives to streamline workflows and reduce errors.
- Stakeholder Management & Collaboration: Serve as the primary point of contact for onshore stakeholders and senior leadership, ensuring clear communication and collaboration. Address complex challenges, align expectations, and drive solutions that support business needs and foster strong partnerships.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 5+ Years Required; 7+ Years Preferred
Career Level
8PL
Related Skills
Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
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Company Overview
TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.
Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
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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 use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: [email protected]
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