Estate Settlement Manager

TIAA; Dallas (TX); On-site; USD 120,000 - 123,000; Full time

Job summary

TIAA is seeking a Lead Trust Administrator to lead a team of Trust Administrators and Trust Specialists, focusing on fiduciary administration for affluent clients and estates. The role emphasizes risk-aware decision-making and collaboration with Wealth Advisors to grow and retain trust relationships.

The position requires 5+ years in fiduciary settings, a university degree, and a strong understanding of trusts, taxes, and estate settlement.

Qualifications

• 5+ years of experience in fiduciary administration or trust management.
• Degree preferred; university degree.
• Experience with high net-worth client needs is required.

Responsibilities

• Oversees and develops a team of Sr. Trust Administrators specialized in administering Trusts and estates, and other accounts in a fiduciary capacity for our high net-worth clients.
• Assist with the development and implementation of new processes and procedures to improve the efficiency and effectiveness of fiduciary administration.
• Fosters growth, retention, and client satisfaction of the Trust business in partnership with Wealth Advisors with a deep understanding of high net-worth clients' needs and solutions.

Skills

Client Relationship Management

Commercial Mindset

Consultative Communication

Ethical Conduct

Executive Presence

Investment Strategy Acumen

Legal Acumen

Portfolio Management

Tax

Technical Writing

Trusts

Education

University Degree

Job description

The Lead Trust Administrator is responsible for the administration, retention, and growth of the Trust business by leading a team of Trust Administrators and Trust Specialists that develop and maintain a portfolio of important revenue generating client relationships within the defined affluent and high net worth market segments and/or Estate Settlement providing thought leadership and ultimately a superior customer experience. Develops the Trust Team through practice management including education & training, building and defining SLA's, and ensuring procedures are documented and align to the organization's strategic objectives.

Key Responsibilities And Duties

• Oversees and develops a team of Sr. Trust Administrators specialized in administering Trusts and estates, and other accounts in a fiduciary capacity for our high net- worth clients; serves as subject matter expert on fiduciary matters and high net-worth client specific issues.
• Assist with the development and implementation of new processes and procedures to improve the efficiency and effectiveness of fiduciary administration.
• Fosters growth, retention, and client satisfaction of the Trust business in partnership with Wealth Advisors with a deep understanding of high net-worth clients' needs and solutions.
• Maintains and establishes policies and procedures to ensure the trust company makes prudent fiduciary decisions across the business, with respect to new business review, administration of accounts, and overall risk management for the division.
• Monitors internal processes and fiduciary risk metrics and ensures timely, accurate completion of all administrative reviews, control partner requests and data remediation.
• Ensures all new business fits within the fiduciary product/service set aligned to the proper channel and falls within established risk appetite.
• Escalates key risk and fiduciary issues to ensure timely and effective resolution.
• Accountable for sign-off on all Fiduciary approvals.
• Supports design and execution of fiduciary training offerings and participates in management level committees.
• Develops partnership and collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors, and participates in sales process and review of new business opportunities.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

8PL

Required Qualifications

• 5+ years of experience

Preferred Skills

• JD and/or CTFA
• 3+ years in probate estates & estate settlement
• 3+ years of state and gift tax

Related Skills

Client Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management, Tax, Technical Writing, Trusts

Anticipated Posting End Date

2026-09-04

Base Pay Range

$120,000/yr - $123,000/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

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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

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.

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.

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Email: [e-mail]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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Preferred Skills

• JD and/or CTFA
• 3+ years in probate estates & estate settlement
• 3+ years of state and gift tax