Transition Manager

TIAA

Retirement Transition Manager responsible for coordinating transition services for retirement plans. Leading implementation projects and ensuring client satisfaction in a matrixed environment.

Posted 5/24/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $79,900 - $87,800 per yearWebsite

About the role

Key responsibilities & impact

Responsible for comprehensive coordination of all platform transition services for retirement plan clients
Lead smaller implementation projects for institutional retirement plan clients
Handles client relationships, creates project plans and ensures on-time delivery
Engages with and partners with appropriate resources in a highly-matrixed environment
Identifies, escalates, and resolves risks or issues for moderately complex implementations

Requirements

What you’ll need

University (Degree) Preferred
3+ Years Required; 5+ Years Preferred Work Experience
Must obtain your Series Series 6 or 7 within 120 days
Project management skills
Strong client relationship management skills
Clear and professional communication skills
Risk identification and mitigation capabilities

Benefits

Comp & perks

Superior retirement program
Highly competitive health offerings
Wellness programs
Professional development opportunities
Flexible work arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementrisk identificationrisk mitigation

Soft Skills

client relationship managementcommunication

Certifications

Series 6Series 7