Senior Analyst - Wealth Management - IN
A Senior Analyst in Wealth Management Operations manages complex financial transactions, reconciliations, and data processing. They also oversee compliance and reporting, ensuring seamless support for the wealth management process and improving operational workflows.
Key Responsibilities and Duties
- Process Management & Operations support: ensure the efficient processing of financial plans and report requests with a high level of accuracy.
- Quality assurance & Continuous Improvement: Perform Quality checks to identify errors or discrepancies, conduct root cause analysis and work towards reducing the error rate.
- Training & Onboarding support: Ensure a seamless integration into the team by providing guidance on systems, tools, and workflows.
Educational Requirements
- University (Degree) Preferred
Work Experience
- No Experience Required
Career Level
5IC
Related Skills
Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
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Company Overview
TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.
Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.
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.
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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
Email: [email protected]
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