Retirement Transition Manager II

About the role

The Retirement Transition Manager II (TM II) is responsible for the comprehensive coordination of all platform transition services for medium-sized and moderately complex retirement plan clients. The Retirement Transition Manager II is the primary interface with enterprise's medium-sized clients when their plan services are undergoing changes. As a subject matter expert in retirement transitions, this job is ultimately responsible for the success of each transition including overall service delivery, project management, and oversight throughout the various conversions of the retirement plans.

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.

Responsibilities

• Leads complex implementation projects for institutional retirement plan clients with high quality outcomes.
• Handles complex client relationships; creates extensive project plans and ensure on-time delivery.
• Guides status updates and lead cross-functional teams to deliver institutional offers.
• Identifies, escalates, and resolves risks or issues for moderately complex implementations.
• Engages and partners with appropriate resources in a highly-matrixed environment.
• Advises client and/or business partners on transition challenges, questions and concerns.
• Guides input to ensure internal tools and procedures are updated based on new learnings.

Requirements

Educational Requirements: University (Degree) Preferred

Work Experience: 5+ Years Required; 7+ Years Preferred

FINRA Registrations: Series 6 or 7

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

Skills

• Accountability
• Business Acumen
• Business Development
• Client Relationship Management
• Commercial Mindset
• Communication
• Financial Markets Impact
• Inspires Others