Business Manager, Wealth Ops and Trust

4 weeks ago

Frisco, Texas, United States TIAA Full time
Business Management
The Business Management job is responsible for providing strategic support for the assigned business area. Under minimal supervision, this job executes strategic business management consulting to leaders by analyzing metrics and presentations to support business strategies, driving business management policies and routines, and being a point of contact for leaders in the execution of business management tasks.

Key Responsibilities and Duties
  • Generates complex metrics and drafts and reviews reports in assigned functional business area to inform decisions on tactical issues that impact the business.
  • Implements policies and procedures in support of the business area strategy.
  • Implements process improvements in the assigned business area.
  • Analyzes and reports on area data (financial, headcount, etc.) and performance metrics.
  • Supports business management projects by documenting risks, issues and action items.
  • Drives meeting planning in support of business projects and objectives.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 3+ Years Required; 5+ Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work
Career Level
7IC

This Business Manager will be responsible for supporting business management needs of the Wealth Management's Operations and Trust businesses. This role reports into the Senior Director, Business Manager who supports the Head of the Wealth Management Operations and President/CEO of the Trust business. Scope of work will include, but is not limited to:

  • Coordination and logistical planning for large meeting (e.g., town hall meetings, offsites)
  • Evaluation and interpretation of employee engagement survey results followed by action plan creation and tracking of progress
  • Coordinating and executing employee engagement events
  • Leading and/or participating in special projects
  • Required Qualifications
  • 3+ years of business management or related experience
  • Preferred Qualifications
  • 5+ years of business management or related experience
  • Able to take direction and execute without follow-up
  • Able to handle competing priorities and/or comfortable asking manager for help prioritizing
  • Escalates risk and issues timely
  • Strong verbal and written communication skills
  • Basic project management/coordination skills
  • Teams/SharePoint management skills

#LI-KR1

Related SkillsAdaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Detail-Oriented, Executive Presence, Financial Acumen, Messaging Effectiveness, Prioritizes Effectively, Problem Solving, Project Management, Relationship Management, Strategic Thinking

Anticipated Posting End Date:

Base Pay Range: $70,500/yr. - $145,500/yr.

Actual base salary may vary based upon, but not limited to, 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, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

_____________________________________________________________________________________________________

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

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.

Read more about the Equal Opportunity Law here.

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:

Email:

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

For Applicants of Greenwood residing in Brazil (English), click here.

For Applicants of Greenwood residing in Brazil (Portuguese), click here.

For Applicants of Westchester residing in Brazil (English), click here.

For Applicants of Westchester residing in Brazil (Portuguese), click here.

  • Project Manager, Wealth Product Strategy

    4 weeks ago

    Frisco, Texas, United States TIAA Full time

    Project Manager, Wealth Product StrategyThe Project Manager within Wealth Product Strategy is responsible for supporting the execution of the strategic roadmap for the wealth product suite. This role will work across functions to help deliver new product features and innovative solutions to our clients and our advisory teams.This role reports to the MD,...

  • Wealth Management Consultant

    2 weeks ago

    Frisco, Texas, United States ExecuSource Full time

    ExecuSource has partnered with one of USA today's Top Workplaces & Forbes Best Tax & Accounting firms in the search for a Wealth Management Consultant in Frisco, Texas . This is a permanent, full-time position paying $85k-$120k DOE. Schedule is Monday through Friday 8:00 a.m. to 5 p.m., although additional hours may be required in order to complete work...

  • Wealth Management Advisory Consultant II

    4 weeks ago

    Frisco, Texas, United States TIAA Full time

    Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow...

  • Wealth Management Advisory Consultant II

    6 days ago

    Frisco, Texas, United States TIAA Full time

    Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow...

  • Director, Wealth Management Coach- Frisco, TX or Houston, TX

    6 days ago

    Frisco, Texas, United States TIAA Full time

    Wealth Management CoachThe Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an understanding of clients' unique financial objectives as identified through the...

  • CW - Sr. Design Ops Specialist

    2 weeks ago

    Frisco, Texas, United States TIAA Full time

    This is a Non-Employee Contingent Worker Role providing services for TIAA's family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to...

  • CW - Sr. Design Ops Specialist

    4 weeks ago

    Frisco, Texas, United States TIAA Full time

    This is a Non-Employee Contingent Worker Role providing services for TIAA's family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to...

  • Business Optimization Manager

    2 weeks ago

    Frisco, Texas, United States Thomson Reuters Full time

    This is an exciting opportunity to join the Tax & Accounting Professionals (TAP) business unit as a Business Optimization Manager, ready to take on the challenge as an individual contributor within our Business Optimization organization. In this role, you will be responsible for driving strategic revenue operations initiatives across the TAP portfolio. This...

  • Business Development Manager

    2 weeks ago

    Frisco, Texas, United States Office Depot Full time

    Job DescriptionThe Business Development Manager, Cleaning, Breakroom, and Facility Solutions (BDM (CBFS)) will be focused on the acquisition of net-new high potential CBFS Accounts to generate long-term profitability and revenue. The BDM (CBFS) will be responsible for acquiring new high potential CBFS accounts for ODP Business Solutions by creating...

  • Business Development Manager

    4 weeks ago

    Frisco, Texas, United States Office Depot General Full time

    Overview NOTE: While this position is remote, we are specifically looking for candidates located in the following states: Kansas, Utah, Colorado, Nebraska, Missouri or Oklahoma. This is to ensure convenient access for regular in-person customer meetings and collaborative sessions. The Business Development Manager will be responsible for acquiring new high...

  • Lead Consultant, Wealth Technology Enablement

    2 weeks ago

    Frisco, Texas, United States TIAA Full time

    Business ManagementThe Business Management job is responsible for providing strategic support for the assigned business area. While focusing on high level projects, this job executes strategic business management consulting to leaders by analyzing metrics and presentations to support business strategies, driving business management policies and routines, and...

  • Lead Consultant, Wealth Technology Enablement

    4 weeks ago

    Frisco, Texas, United States TIAA Full time

    Business ManagementThe Business Management job is responsible for providing strategic support for the assigned business area. While focusing on high level projects, this job executes strategic business management consulting to leaders by analyzing metrics and presentations to support business strategies, driving business management policies and routines, and...

  • Manager, Finance

    2 weeks ago

    Frisco, Texas, United States Thomson Reuters Full time

    Are you passionate about working with high growth businesses and leading mission-critical initiatives? We're looking for a Finance Manager, Pan-TR Professional Services, to join the finance team supporting one pan-TR Professional services organization at Thomson Reuters. Our team combines strategic thinking with data driven decision making to enable the...

  • Content Developer

    4 weeks ago

    Frisco, Texas, United States TIAA Full time

    Content Development AssociateThe Content Development Associate works in conjunction with the Wealth Content Strategy Director, business sponsors, and business stakeholders to understand the business process change management goals in order to develop, publish, and maintain content in support of change adoption. Key Responsibilities and DutiesContributes to...

  • Content Developer

    2 weeks ago

    Frisco, Texas, United States TIAA Full time

    Job DescriptionContent Development AssociateThe Content Development Associate works in conjunction with the Wealth Content Strategy Director, business sponsors, and business stakeholders to understand the business process change management goals in order to develop, publish, and maintain content in support of change adoption. Key Responsibilities and...

  • Recruitment Manager

    4 weeks ago

    Frisco, Texas, United States USM Business Systems Full time

    USM SYSTEMS is one stop training & placement service provider for candidates who are about to graduate or graduated. If you have graduated from a Technical / Business background (Computer Science Engineering MBA etc) and have excellent verbal and written communication skills USM has a challenging opportunity for you in the field of Software Development and...

  • Senior Manager, Data Management

    2 weeks ago

    Frisco, Texas, United States Comerica Incorporated Full time

    Welcome We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so special. Make your next career choice a confident one. QualificationsPosition Qualifications:Bachelor's Degree from an accredited university in Computer Science, Engineering, Math or other relevant technology degrees or High School diploma...

  • Sr. Manager, Campus Recruiting

    4 weeks ago

    Frisco, Texas, United States Keurig Dr Pepper Full time

    Keurig Dr Pepper (KDP) is looking a dynamic Senior Campus Relations/Recruiting Manager that will partner with key stakeholders within the organization and with universities to drive and manage our internship and co-op programs. The Sr. Campus Relations/Recruiting Manager will report into the Director, Talent Acquisition Operations, and is responsible for...

  • Manager - Issues Management Program

    2 weeks ago

    Frisco, Texas, United States Comerica Incorporated Full time

    Welcome We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so special. Make your next career choice a confident one. QualificationsPosition QualificationsBachelor's Degree from an accredited university in Business, Finance, or Risk Management 10 years of experience in the financial services industry...

  • Capital Manager

    1 week ago

    Frisco, Texas, United States Comerica Full time

    Welcome We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so special. Make your next career choice a confident one. Qualifications Position Qualifications Bachelor's Degree in Finance discipline or similar from an accredited university, Master's degree preferable 5 years of relevant experience with...