Brokerage Operations Analyst-2

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 achieving excellent results.

This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.

The anticipated term of this engagement will be 6 months. This term could be extended based on company business needs.

Operations Analyst
The Operations Analyst is responsible for a variety of tasks associated with the opening, funding, account transfers, and on-going maintenance of discretionary managed, fee-based accounts, as well as self-directed accounts. Under limited supervision, this job understands the regulatory/compliance policies associated with the brokerage business and understands the financial impacts associated with operational and trading responsibilities.

Key Responsibilities and Duties

• Processes account opening, initiates money movement requests, account transfers and/or processes account maintenance request.
• Deposits client funds into the correct account.
• Performs various account maintenance processing/updates as directed by supervisor.
• Communicates requirements to open, fund and maintain a TIAA brokerage/managed account.
• Completes brokerage operation activities in a timely manner and at established productivity levels.
• Understands the regulatory requirements to open and maintain a brokerage/managed account.
• Must be flexible and work as a team to deliver exceptional service, manage high volume of tasks to ensure cases are processed both accurately and efficiently.

Educational Requirements

• University (Degree) Preferred

Work Experience

• No Experience Required

FINRA Registrations

• SRC Indicator: NRF

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
5IC

Related Skills

Adaptability, Collaboration, Communication, Conflict Management, Continuous Improvement Mindset, Critical Thinking, Detail-Oriented, Financial Risk Management, Prioritizes Effectively, Transaction Processing

Start Date: 08-Jun-2026

End Date: 31-Dec-2026

Travel Required: No

Anticipated Posting End Date:

2026-05-27

Base Pay Range: $17.15/hr - $23.05/hr

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.

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Equal Opportunity

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Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

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Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

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