Job Description
**Third-Party Wealth Operations**
Third-Party Wealth Operations is responsible for servicing Third-Party Advisors who work with TIAA institutional and individual clients in support of the distribution of TIAA products and services. The Third-Party Wealth Operations role is primarily responsible for managing various aspects of the TIAA advisor platform and how we integrate that into the day-to-day operational support of Third-Party Advisors. In addition, the Third-Party Wealth Operations role plays an important role in developing, maintaining, and monitoring processes and our control environment to minimize business risks.
**Key Responsibilities and Duties**
+ Work directly with Third Party Advisors by providing the necessary operational and practice management support required to facilitate the distribution of TIAA’s products and services on our platform.
+ Support the activities of the Advisor Desk and Relationship Management team by providing subject matter ex...
Third-Party Wealth Operations is responsible for servicing Third-Party Advisors who work with TIAA institutional and individual clients in support of the distribution of TIAA products and services. The Third-Party Wealth Operations role is primarily responsible for managing various aspects of the TIAA advisor platform and how we integrate that into the day-to-day operational support of Third-Party Advisors. In addition, the Third-Party Wealth Operations role plays an important role in developing, maintaining, and monitoring processes and our control environment to minimize business risks.
**Key Responsibilities and Duties**
+ Work directly with Third Party Advisors by providing the necessary operational and practice management support required to facilitate the distribution of TIAA’s products and services on our platform.
+ Support the activities of the Advisor Desk and Relationship Management team by providing subject matter ex...