Managed Account Services Consultant

Managed Account Services Consultant The Managed Account Services Consultant provides high-level program and product support across a wide range of activities critical to the Managed Accounts business. This role plays a central part in maintaining and enhancing the advisor and client experience by managing account maintenance needs, producing and analyzing data, researching complex client escalations, supporting platform enhancements, and contributing to user acceptance testing to validate system functionality. While working independently with minimal supervision, this role brings a proactive, solutions-oriented mindset to every interaction. Key Responsibilities and Duties

• Deliver exceptional advisor service and support across all aspects of the Managed Accounts program, acting as a primary resource for inquiries, issue resolution, and ongoing account servicing.
• Partner with product and technology teams to provide servicing insights, identify system issues, support platform improvements, and participate in user acceptance testing to validate business requirements and ensure a positive user experience.
• Collaborate across cross-functional teams to support the execution of strategic initiatives, process improvements, and product support efforts that enhance the advisor and client experience.
• Identify and implement opportunities to streamline workflows, improve service delivery, and contribute to a culture of continuous improvement.
• Serve as a subject matter expert on Managed Account products, demonstrating strong ownership, professional communication, and a proactive approach to advisor and program support.
• Build and maintain strong relationships with internal partners to ensure alignment on priorities, system enhancements, and servicing needs.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• SRC Indicator: NRF

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level 6IC

Required Skills:

• 2 years' experience in Financial Services with an emphasis on Analysis and/or Operations

Preferred Skills:

• Familiarity with one or more continuous improvement tools and technologies:
  • Tableau or Power BI for data visualization
  • Python, PowerShell, or Batch Files for scripting and automation
  • Automation Anywhere for robotic process automation
  • SharePoint Online
  • Power Automate
  • SQL and Microsoft Access for data querying and database management
• Collaborative, passionate, quick learner, adaptive, comfortable with operating in ambiguity
• Brokerage knowledge (i.e., cost basis, registrations, asset transfers, account maintenance, onboarding/offboarding)
• Net-X 360 general navigation/understanding how to generate reports (Pershing platform)

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

Anticipated Posting End Date:
2026-07-21

Base Pay Range: $32.16/hr - $45.43/hr

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).

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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 we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're 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 .

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 , and you can read more about your rights and view government notices .

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:

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Drug and Smoking Policy

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

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