Sr. Trust Administrator

Teachers Insurance and Annuity Association of America; Frisco (TX); Hybrid; USD 81,000 - 118,000; Full time

Job summary

Teachers Insurance and Annuity Association of America (TIAA) is seeking a Sr. Trust Administrator to serve as a fiduciary subject matter expert for high net-worth client matters.

The role emphasizes growth, retention, and client satisfaction while coordinating with clients, agencies, and advisors on trust and estate options. The position administers Trust, Investment Agency, and Custody accounts, with involvement in committees and collaboration across Portfolio Managers and Wealth Advisors to

Qualifications

• 5+ years of financial services experience
• 7+ years of financial services experience preferred
• Familiar with Delaware trusts
• JD or CTFA preferred

Responsibilities

• Focuses on administering and growing Trust, Investment Agency and Custody accounts for high net-worth clients.
• Participates in management level committees and collaborates with Portfolio Managers and Wealth Advisors.
• Analyses and executes Trust accounts per legal instruments with fiduciary duties in mind.
• Communicates with clients and third-party service providers to ensure high client satisfaction.
• Prepares and presents financial reports to clients with trust status updates.
• Ensures compliance with legal, regulatory, and internal fiduciary procedures.
• Conducts regular reviews to ensure proper administration and issue resolution.
• Develops partnerships with internal teams to enhance service delivery.

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

Hybrid Flex

New York, NY, USA

Charlotte Main 8500 Carnegie Blvd

3965 Dallas Parkway Frisco, TX 75034

Full time

R260800260

Trust Administrator

The Sr. Trust Administrator serves as subject matter expert on fiduciary matters and high net-worth client specific issues focused on growth, retention and client satisfaction communicating with clients, agencies, advisors, and other partners on the laws and options concerning trusts and estate matters.

Key Responsibilities and Duties

• Focuses on administering and growing Trust, Investment Agency and Custody accounts for our high net-worth clients and serves as an SME.

• Participates in management level committees.

• Deepens and grows client relationships and increase product exposure.

• Analyzes, interprets and executes Trust accounts as directed by the legal instrument with a laser focus on our duties and responsibilities as a Trustee.

• Proactively communicates with client and third -party service providers to ensure a high level of client satisfaction; prepare and presents financial reports to clients providing updates on the status of their trusts.

• Ensures account complies with all legal, regulatory, and internal procedures regarding Fiduciary Administration.

• Conducts regular reviews of Trust, Investment Agency, and Custody accounts to ensure proper administration and adherence to fiduciary responsibilities; monitors, identifies and resolves issues.

• Develops partnership and collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors.

• Communicates advice to clients; understands the nuances of managing relationships based on complexity, distance and accessibility.

• Assists with the development and implementation of new processes and procedures to improve the efficiency and effectiveness of fiduciary administration.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

8IC

Required:

• 5+ years of financial services experience

Preferred:

• 7+ years of financial services experience
• Familiar with Delaware trusts
• JD or CTFA preferred

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:

2026-10-20

Base Pay Range: $81,400/yr - $118,000/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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

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.

Our full EEO & Non-Discrimination statement is on our careers home page (https://careers.tiaa.org/) , and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) .

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: [phone]

Email: [e-mail]

Drug and Smoking Policy

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

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Privacy Notices

• For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

• For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

• For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

• For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-1688394514088.pdf)

Pay Transparency

Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)