National Accounts Associate

Job description

National Accounts Manager The National Accounts team establishes and maintains relationships with over 450 third-party fund companies that manage investments for TIAA clients. We oversee investment availability across Institutional Retirement, 529, retail Insurance, Brokerage and retail Managed Account platforms, providing both TIAA proprietary products and external options. Our team serves as the central point of contact for investment availability questions and provides solutions to third-party fund companies, external partners, and internal teams including Fund Operations, Product Teams, Sales, Consultant Relations, Relationship Managers, Transition Management, Investment Research Teams, RFP Teams, Compliance and Legal. Key Responsibilities and Duties: - Lead and prepare preparation of quarterly reporting of key metrics, assets, and revenue, with ongoing focus on improving automation, efficiency and accuracy of reporting processes - Manage content for RFP responses - Maintain a comprehensive listing of investment options available on our platforms - Oversee key contract provisions: trade settlement, large trade notification, prospectus and proxy delivery, 22c-2 - Build and maint...