Senior Estate Settlement & Trust Leader

TIAA; Charlotte (NC); 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 serving affluent and high-net-worth clients. This role drives fiduciary excellence, growth, and revenue through strategic leadership and risk-aware decision making.

The position emphasizes practice development, SLA definition, and alignment with organizational objectives, while providing thought leadership in fiduciary matters and ensuring exceptional client experiences.

Qualifications

• Minimum 5 years of fiduciary administration experience.
• Experience with high net-worth trusts and estates.
• Familiarity with fiduciary risk management and governance.

Responsibilities

• Oversee and develop a team of Senior Trust Administrators and Specialists.
• Develop and implement improved fiduciary processes and procedures.
• Foster growth, retention, and client satisfaction in collaboration with Wealth Advisors.

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) Preferred

Job description

TIAA is seeking a Lead Trust Administrator to lead a team of Trust Administrators and Trust Specialists serving affluent and high-net-worth clients. This role drives fiduciary excellence, growth, and revenue through strategic leadership and risk-aware decision making.

The position emphasizes practice development, SLA definition, and alignment with organizational objectives, while providing thought leadership in fiduciary matters and ensuring exceptional client experiences.