Manager, Third-Party Wealth Operations

TIAA

Manage Third-Party Wealth Operations providing operational support for TIAA products and services. Collaborate with Third Party Advisors to develop processes minimizing business risks and supporting initiatives.

Posted 5/15/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $96,100 - $112,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

superior retirement program
highly competitive health, wellness and work life offerings

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analyticsoperational supportpractice managementstandard operating proceduresrisk management

Soft Skills

client facingrelationship managementcommunicationproblem solving

Certifications

Series 6Series 7Series 63State Life InsuranceState Health Insurance