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Business Manager, Wealth Ops and Trust

Charlotte, North Carolina; Frisco, Texas; Hybrid
Base Pay Range: $70,500/yr. - $145,500/yr.
Closing date
Jul 5, 2024

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Job Role
Wealth Management
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Not necessary

Job Details


Business Management
The Business Management job is responsible for providing strategic support for the assigned business area. Under minimal supervision, this job executes strategic business management consulting to leaders by analyzing metrics and presentations to support business strategies, driving business management policies and routines, and being a point of contact for leaders in the execution of business management tasks.

Key Responsibilities and Duties

  • Generates complex metrics and drafts and reviews reports in assigned functional business area to inform decisions on tactical issues that impact the business.
  • Implements policies and procedures in support of the business area strategy.
  • Implements process improvements in the assigned business area.
  • Analyzes and reports on area data (financial, headcount, etc.) and performance metrics.
  • Supports business management projects by documenting risks, issues and action items.
  • Drives meeting planning in support of business projects and objectives.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 3+ Years Required; 5+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level

This Business Manager will be responsible for supporting business management needs of the Wealth Management’s Operations and Trust businesses. This role reports into the Senior Director, Business Manager who supports the Head of the Wealth Management Operations and President/CEO of the Trust business. Scope of work will include, but is not limited to:

  • Coordination and logistical planning for large meeting (e.g., town hall meetings, offsites)
  • Evaluation and interpretation of employee engagement survey results followed by action plan creation and tracking of progress
  • Coordinating and executing employee engagement events
  • Leading and/or participating in special projects
  • Required Qualifications
  • 3+ years of business management or related experience
  • Preferred Qualifications

  • 5+ years of business management or related experience
  • Able to take direction and execute without follow-up
  • Able to handle competing priorities and/or comfortable asking manager for help prioritizing
  • Escalates risk and issues timely
  • Strong verbal and written communication skills
  • Basic project management/coordination skills
  • Teams/SharePoint management skills


Related Skills

Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Detail-Oriented, Executive Presence, Financial Acumen, Messaging Effectiveness, Prioritizes Effectively, Problem Solving, Project Management, Relationship Management, Strategic Thinking

Anticipated Posting End Date:


Base Pay Range: $70,500/yr. - $145,500/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

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.


Read more about the Equal Opportunity Law here.

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: (800) 842-2755



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