The Retirement Transition Manager I (TM I) is responsible for the comprehensive coordination of all platform transition services for retirement plan clients. The Retirement Transition Manager I is the primary interface with clients when their plan services are undergoing changes. Working under limited supervision, this job is ultimately responsible for the success of each transition including overall service delivery, project management, and oversight throughout the various conversions of the retirement plans.

Key Responsibilities and Duties

• Leads smaller implementation projects for institutional retirement plan clients with high quality outcomes.
• Handles client relationships, creates project plans and ensures on-time delivery, provides status updates and partners with cross-functional teams to deliver institutional offers.
• Engages with and partners with appropriate resources in a highly-matrixed environment.
• Identifies, escalates, and resolves risks or issues for moderately complex implementations.
• Addresses client and/or business partners transition challenges, questions and concerns.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 6 or 7

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC

Required Skills:

• Must obtain your Series Series 6 or 7 within 120 days.
• Project management skills with the ability to create detailed project plans and ensure on-time delivery.
• Strong client relationship management to effectively handle institutional retirement plan clients.
• Clear and professional communication skills for delivering status updates and managing stakeholder expectations.
• Risk identification and mitigation capabilities for recognizing, escalating, and resolving issues in moderately complex implementations.

Preferred Skills:

• Experience in retirement plan administration or institutional financial services.
• Familiarity with working in a matrixed organizational structure to navigate complex internal environments.
• Proficiency in project management tools such as Microsoft office.
• Strong problem-solving abilities to address client and business partner transition challenges effectively.

Related SkillsAccountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling

Anticipated Posting End Date:

2026-05-28Base Pay Range: $79,900/yr - $87,800/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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