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Associate - Wealth Management
1 month ago
Associate - Wealth Management - IN
An Associate in Wealth Management Operations leads complex operational processes, overseeing transaction management and data integrity. They ensure compliance with industry regulations while mentoring junior staff and driving improvements in operational efficiency.
Key Responsibilities and Duties
- Process Management & Operations support: ensure the efficient processing of financial plans and report requests with a high level of accuracy. Assist the development and updating of SOPs and process documents.
- Quality assurance & Continuous Improvement: Perform Quality checks to identify errors or discrepancies, conduct root cause analysis and work towards reducing the error rate.
- Identify improvement opportunities in the underlying process and implement the same.
- Training & Onboarding support: Ensure a seamless integration into the team by providing guidance on systems, tools, and workflows. Partner with the business leaders to provide timely updates and insights on the current process
Educational Requirements
- University (Degree) Preferred
Work Experience
- 2+ Years Required 3+ Years Preferred
Career Level
6IC
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
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.
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 use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email:
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For Applicants of TIAA, Nuveen and Affiliates residing in California, please click .
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