Credit Attribution Strategist Advisor Success
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-07-21
Listing for:
TIAA
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Financial Advisor / Consultant
Job Description & How to Apply Below
TIAA is seeking a Credit Attribution Specialist in Frisco, TX to identify, analyze, and assign production credits across financial advisor and wealth management teams, adhering to firm policies and compliance guidelines. The role includes reviewing attribution requests, resolving discrepancies, and collaborating with Wealth Support, Compliance, and Compensation to validate decisions.
Strong attention to detail and the ability to manage multiple priorities in a fast-paced environment are
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