Retirement Transitions Data Lead I

TIAA

Retirement Transitions Data Lead collaborating with vendors for retirement plan clients' data management. Ensuring accurate and comprehensive data for successful transitions with internal and external partners.

Posted 7/8/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesSenior💰 $76,700 - $90,400 per yearWebsite

About the role

Key responsibilities & impact

Implements projects for institutional retirement plans with high quality data outcomes
Provides consultative data solutions for plan administration challenges
Escalates risks and issues for retirement plan implementations in a timely manner
Engages with appropriate resources in a highly-matrixed environment to resolve data issues
Seeks guidance from senior analysts regarding retirement transition data challenges

Requirements

What you’ll need

3+ years of Financial Services experience
Experience with institutional retirement plans
Must obtain Series 6 or Series 7 within 120 days from the date of hire

Benefits

Comp & perks

comprehensive Total Rewards package
superior retirement program
highly competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Certifications

Series 6Series 7