Senior Trust Administration & Client Relations Lead

Retirement Resource Center, LLC.; Newark (DE); Hybrid; USD 81,000 - 118,000; Full time

Job summary

TIAA is seeking a Senior Trust Administrator to serve as a subject matter expert on fiduciary matters for high-net-worth clients. You will communicate with clients, agencies, and advisors about trusts and estate options, ensuring regulatory compliance and superior service.

You will participate in management committees, deepen client relationships, and drive product exposure while coordinating with Portfolio Managers and Wealth Management Advisors to deliver trusted outcomes.

Qualifications

• 5+ years financial services experience preferred in fiduciary administration.
• Experience handling high net-worth client matters and trusts.
• Knowledge of Delaware trust practices a plus.

Responsibilities

• Administers and grows Trust, Investment Agency and Custody accounts for high net-worth clients.
• Participates in management level committees.
• Deepens client relationships and increases product exposure.
• Interprets and executes trust accounts per legal instruments with fiduciary duties.
• Communicates with clients and third-party providers to ensure high satisfaction; presents financial reports.
• Ensures accounts comply with legal, regulatory, and internal fiduciary procedures.
• Conducts regular reviews of Trust, Investment Agency, and Custody accounts.
• Collaborates with Portfolio Managers and Wealth Advisors.
• Advises clients and manages relationships across complexity and geography.

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 Senior Trust Administrator to serve as a subject matter expert on fiduciary matters for high-net-worth clients. You will communicate with clients, agencies, and advisors about trusts and estate options, ensuring regulatory compliance and superior service.

You will participate in management committees, deepen client relationships, and drive product exposure while coordinating with Portfolio Managers and Wealth Management Advisors to deliver trusted outcomes.