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Managing Director, Managing Director, Head of Trust Administration

Type:
Full Time
Location(s):
  • Charlotte, NC 28262, United States
  • 333 West Wacker Drive, Chicago, IL 60606, United States
  • 3965 Dallas Parkway, Frisco, TX 75034, United States
  • 8500 Andrew Carnegie Boulevard, Charlotte, NC 28262, United States
Date Posted:
Salary:
Base Pay Range: $155,000/yr - $217,000/yr
Job Posting End Date:
2025-08-15-07:00
Job ID:
R250700348
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Trust Administration Manager
The Trust Administration Manager manages a team of experienced professionals that work on trust and estate accounts. This job focuses on ensuring customer requests are consistent with trust laws and regulations. In addition, the Trust Administration Manager oversees the development of new businesses by expanding service to existing clients and how new products and securing clients are marketed within the defined affluent and high net worth market segments and providing thought leadership and ultimately a superior customer experience.

Key Responsibilities and Duties
  • Manages trust administration to identify procedures and processes to be upgraded to improve the efficiency and structure of the bank operations division.
  • Liaises with clients on financial matters such as, but not limited to, asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, executive planning and business succession planning.
  • Develop a deep understanding of high net-worth clients' needs and solutions.
  • Accountable for sign-off on all Fiduciary approvals.
  • Focuses on growth, retention and client satisfaction.
  • Supervises with functional management teams across the organization to determine needs for trust administration improvements and to strategize possible business solutions.
  • Reviews trust and investment portfolios' construction to ensure that they are in compliance with laws and regulations.
  • Provides insight into client reports regarding banking market conditions, trust products sales results, and earnings.
  • Supervises efforts to ensure proper training and documentation is provided on trust administration action plans within the organization.
  • Manages the performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of continuous improvement services and engagement, motivation and development of the team.
  • Monitors internal processes and team to ensure timely and accurate processing of fiduciary transactions.
  • Inspires confidence and holds team accountable for timely execution and follow-up.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 8+ Years Required; 10+ Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
10PL

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we’re a market-leading retirement company fueled by world-class asset management. But we’re not just another legacy financial services firm. We’re fighting harder than ever before for our clients and the many Americans who need us.

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 Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices 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: (800) 842-2755

Email: accessibility.support@tiaa.org

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We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices here.

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