Senior Trust & Estate Settlement Leader

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

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.