Associate, Specialist - Wealth Management & Managed Advice Cag

tiaa.jobs

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Transaction management
Data integrity
Operational efficiency
** The Associate, Specialist position in Wealth Management and Managed Advice at TIAA focuses on leading operational processes, ensuring compliance, and mentoring junior staff while driving improvements in efficiency. Candidates should have at least three years of relevant experience, with a preference for those with five or more years, and a background in financial planning and operations is essential. **

Job Summary

  • The Specialist in Wealth Management Operations leads complex operational processes, overseeing transaction management and data integrity, ensuring compliance with industry regulations while mentoring junior staff and driving improvements in operational efficiency.
  • The Senior Support Analyst job works in the technical design, development, and implementation of application systems, delivering new design and development specifications based on customer requirements.
  • 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.

Matching Summary

Match Score: 75

** The Associate, Specialist position in Wealth Management and Managed Advice at TIAA focuses on leading operational processes, ensuring compliance, and mentoring junior staff while driving improvements in efficiency. Candidates should have at least three years of relevant experience, with a preference for those with five or more years, and a background in financial planning and operations is essential. **

Skills & Requirements

Must-have

  • transaction management
  • data integrity
  • operational efficiency
  • quality checks
  • root cause analysis
  • process improvements

Nice-to-have

  • mentoring junior staff
  • collaboration
  • future-focused skills
  • AI tools

Key Requirements

  • 3+ Years Required Work Experience
  • 5+ Years Preferred Work Experience
  • University Degree Preferred

Work Rights

Not specified

Tailored Resume

Cover Letter