Transitions Data Lead II

TIAA

Retirement Transitions Data Lead coordinating complex data services projects for institutional retirement plans. Collaborating with internal stakeholders and external partners to ensure accuracy in transition processes.

Posted 7/16/2026full-timeCharlotte • North Carolina, Texas • 🇺🇸 United StatesSenior💰 $93,600 - $106,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in implementing complex retirement plan projects and advising on data solutions, with a strong focus on risk resolution and team leadership in a matrixed environment. Proficient in utilizing RetirePlus and FIS Omni DC for effective financial transactions and plan administration.

Highest-signal resume keywords

5+ Years Experience In Financial ServicesRetirePlus ExperienceFIS Omni DC ExperienceSeries 6 CertificationData Solutions Advisory

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Team LeadershipProblem ResolutionAdvisory Skills

Tools & Technologies

RetirePlusFIS Omni DC

Certifications & Qualifications

Series 6

Industry Keywords

Retirement PlansPlan AdministrationData OutcomesRisk ManagementMatrixed Environment

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

5+ years of experience in Financial services
Must obtain Series 6 within 120 days from the date of hire if not currently licensed
Experience with RetirePlus and associated financial transactions
Experience with FIS Omni DC

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities