Brokerage Operations Manager (Frisco, TX)
Frisco, TX - 6303 Cowboys Way
The Brokerage Operations Manager job is responsible for leading a multi-site team that provides operational support to TIAA Brokerage clients.
Key Responsibilities and Duties
- Lead team responsible for processing transactions for Brokerage clients.
- Responsible for all aspects of performance management, coaching and mentoring.
- Manage day-to-day activities to ensure client requests are completed correctly and in a timely manner.
- Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional performance, engagement, motivation and development of team.
- Stay current on updates to the Pershing system and changes that impact the team.
- Drive continuous improvement efforts to improve quality, efficiency, and the client experience.
- Serve as subject matter expert on Brokerage Operations processes and participate in projects as needed.
- Build sound relationships across the enterprise to enable business partner support and close alignment with business objectives and firm risk appetite.
- No Advanced Degree Required Preferred
- 3+ Years Required; 5+ Years Preferred
- SRC Indicator: Series 7; Series 63; Series 24
- Physical Requirements: Sedentary Work
Career Level
7PL
Please note, due to this role needing to build out a team, for this opportunity, a Series 24 or a Series 9, 10 and 23 would be required at the onset of one's application. Thank you.
Location: This position is deemed Hybrid Flex which means this position will not be a fully remote position but will allow for some flexibility. This position will be associated with the following TIAA metropolitan marketplace or office: Frisco, TX
Related SkillsAdaptability, Collaboration, Communication, Conflict Management, Continuous Improvement Mindset, Critical Thinking, Detail-Oriented, Financial Risk Management, Prioritizes Effectively, Transaction ProcessingAnticipated Posting End Date:
2024-09-30Base Pay Range: $75,300/yr. - $106,300/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).
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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 …
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Not fully remote
Benefits/PerksComprehensive Total Rewards Comprehensive total rewards package Retirement program Superior retirement program
Tasks- Build relationships
- Drive continuous improvement
- Manage performance
- Serve as subject matter expert
Adaptability Coaching Collaboration Communication Conflict Management Continuous Improvement Continuous Improvement Mindset Critical thinking Detail oriented Financial Risk Management Mentoring Performance Management Prioritization Prioritizes Effectively Sales Transaction processing
Experience5 years
Certifications TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9