Manager, Process and Controls – Education Savings

TIAA

. Oversee day-to-day administration of specialized education savings and incentive programs .

Posted 10/9/2026full-timeUnited StatesMid-LevelSenior💰 $69,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in overseeing specialized education savings and incentive programs, ensuring compliance with legal and regulatory standards while maintaining accurate reporting and documentation. Proficient in managing client communications and vendor inquiries within the financial services sector.

Highest-signal resume keywords

Business Management ExperienceFinancial Services ExpertiseTransfer Agency ExperienceProficiency in Microsoft Office SuiteStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business ManagementFinancial ReportingData AnalysisProcess EvaluationFraud PreventionAML CompliancePolicy DocumentationClient Account ManagementLegal Disclosure ReviewTransaction Monitoring

Soft Skills

Written CommunicationVerbal CommunicationProblem SolvingCollaborationCustomer Service

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointPDF ToolsSharePointAI Tools

Industry Keywords

Financial Services529 ProductsTransfer AgencyComplianceRisk Management

About the role

Key responsibilities & impact

Oversee day-to-day administration of specialized education savings and incentive programs
Ensure required reporting is accurate and large or unusual transactions are reviewed and resolved
Review account activity across multiple data sources and escalate threshold exceptions
Create and maintain tracking logs and internal SharePoint sites for fraud prevention, AML, privacy, and complaint escalation
Evaluate and test internal processes and systems
Coordinate documentation, approval, and communication of policies and procedures
Partner with legal, compliance, and risk teams on sensitive items and transactions
Maintain client account forms and coordinate statement messaging and production schedules
Conduct annual reviews of legal disclosures in customer communications
Respond to vendor inquiries and customer complaints
Monitor work queues daily for accuracy and procedural adherence

Requirements

What you’ll need

3+ years of business management experience in financial services
Proficiency in Microsoft Word, Excel, PowerPoint, and PDF tools
Familiarity with AI tools, such as ChatGPT and Copilot
Strong written and verbal communication skills
5+ years of business management experience in financial services preferred
Transfer agency (record keeping) experience in financial services strongly preferred
Prior experience with 529 products preferred
University degree preferred
Sedentary work capability

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work-life offerings
Financial, emotional, and physical well-being support
Learning experiences and development pathways
Future-focused skills and AI tools