Retirement Transitions Data Lead II

The Retirement Transitions Data Lead II (DL II) coordinates with internal stakeholders and partners for platform updates and installation of moderately complex services for retirement plan clients. This job partners with external vendors and internal partners to obtain all necessary data for each transition. The Retirement Transitions Data Lead II ensures that data is comprehensive, inclusive, and accurate to ensure the enterprise's medium-sized clients and moderately complex changes succeed.

As a subject matter expert in retirement transitions, this job assists with platform transition services for retirement plan clients.
Key Responsibilities and Duties

• Implements complex projects for institutional retirement plans with high quality data outcomes.
• Advises on data solutions regarding complex plan administration challenges.
• Resolves risks and issues for complex retirement plan implementations in a timely manner.
• Engages and leads appropriate resources in a highly-matrixed environment to resolve data issues.
• Guides less experienced team members regarding retirement plan transition challenges that require more advanced knowledge.
• Ensures internal tools and procedures are updated based on new learnings.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

• SRC Indicator:
  Series 6 or 7

Physical Requirements

• Physical Requirements:
  
  Sedentary Work

Career Level 8IC

Required:

• 5+ years of client-facing experience within Financial Services
• Series 6 or 7 FINRA license required at the time of application

Preferred:

• 7+ years of client-facing experience within Financial Services
• Project Management experience

#LI-VM1

Related Skills

Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling

Anticipated Posting End Date:

Base Pay Range: $93,600/yr - $106,000/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

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…