Transition Manager

TIAA

Retirement Transition Manager responsible for coordinating platform transition services for retirement plan clients. Engaging with clients and managing project plans to ensure successful transitions.

Posted 6/5/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $79,900 - $87,800 per yearWebsite

About the role

Key responsibilities & impact

Responsible for the comprehensive coordination of all platform transition services for retirement plan clients
Primary interface with clients when plan services are undergoing changes
Handle client relationships and create project plans
Engage and partner with appropriate resources in a matrixed environment
Identify, escalate, and resolve risks or issues for moderately complex implementations
Address client and/or business partners transition challenges, questions, and concerns

Requirements

What you’ll need

3+ Years Required; 5+ Years Preferred
Must obtain your 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
Experience in retirement plan administration or institutional financial services preferred
Familiarity with working in a matrixed organizational structure preferred
Proficiency in project management tools such as Microsoft office preferred

Benefits

Comp & perks

Comprehensive Total Rewards package
Superior retirement program
Highly competitive health and wellness offerings
Professional development opportunities

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