Transitions Data Lead II at TIAA — Charlotte, NC
Full job description
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 Skills:
- 5+ years of experience in Financial services.
- Must obtain Series 6 within 120 days from the date of hire if not currently licensed.
Preferred Skills:
- Experience with RetirePlus and associated financial transactions.
- Experience with FIS Omni DC.
Related Skills
Anticipated Posting End Date:
2026-07-22
Base Pay Range: $93,600/yr - $106,000/yr
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