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Manager, Third-Party Wealth Operations

📍 Location
Charlotte
⏰ Job Type
Full-time
📅 Posted
July 15, 2026

About the Role

**Third-Party Wealth Operations**
Third-Party Wealth Operations is responsible for servicing Third-Party Advisors who work with TIAA institutional and individual clients in support of the distribution of TIAA products and services. The Third-Party Wealth Operations role is primarily responsible for managing various aspects of the TIAA advisor platform and how we integrate that into the day-to-day operational support of Third-Party Advisors. In addition, the Third-Party Wealth Operations role plays an important role in developing, maintaining, and monitoring processes and our control environment to minimize business risks.

**Key Responsibilities and Duties**

+ Work directly with Third Party Advisors by providing the necessary operational and practice management support required to facilitate the distribution of TIAA’s products and services on our platform.
+ Support the activities of the Advisor Desk and Relationship Management team by providing subject matter ex...

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