The Retirement Transitions Data Lead II (DL II) coordinates with internal stakeholders and partners for platform updates and installation of moderately complex services for retirement plan clients. This job partners with external vendors and internal partners to obtain all necessary data for each transition. The Retirement Transitions Data Lead II ensures that data is comprehensive, inclusive, and accurate to ensure the enterprise's medium-sized clients and moderately complex changes succeed. As a subject matter expert in retirement transitions, this job assists with platform transition services for retirement plan clients.




Key Responsibilities and Duties

• 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.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 6 or 7

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

8IC




Required:

• 5+ years of client-facing experience within Financial Services


• Series 6 or 7 FINRA license required at the time of application

Preferred:

• 7+ years of client-facing experience within Financial Services


• Project Management experience

#LI-VM1



Related Skills



Accountability, 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:

2026-09-08



Base Pay Range: $93,600/yr - $106,000/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).




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 we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're 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.




Privacy Notices



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For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.



For Applicants of TIAA Global Capabilities, click here.



For Applicants of Nuveen residing in Europe and APAC, please click here.