Transition Manager

Responsibilities

• Lead implementation projects for institutional retirement plan clients to ensure high-quality outcomes.
• Manage client relationships and serve as the primary interface during platform service transitions.
• Create detailed project plans, provide regular status updates, and ensure on-time delivery of services.
• Partner with cross-functional teams in a highly-matrixed environment to deliver institutional offers.
• Identify, escalate, and resolve risks or issues related to moderately complex implementations.
• Address client and business partner challenges, questions, and concerns throughout the transition process.

Requirements

• 3+ years of professional work experience (5+ years preferred).
• Ability to obtain Series 6 or 7 registration within 120 days of hire.
• Proven project management skills with the ability to manage detailed timelines.
• Strong client relationship management skills for handling institutional clients.
• Ability to identify and mitigate risks in complex implementation environments.
• Professional communication skills for managing stakeholder expectations.

Preferred Qualifications

• University degree preferred.
• Experience in retirement plan administration or institutional financial services.
• Familiarity with navigating complex, matrixed organizational structures.
• Proficiency in project management tools and Microsoft Office.
• Strong problem-solving abilities regarding client transition challenges.

Benefits

• Competitive base salary and performance-linked incentive programs.
• Superior retirement programs.
• Comprehensive health and wellness offerings.
• Work-life balance support and total rewards designed for financial well-being.

About the Company

TIAA is a market-leading retirement company that has been delivering financial security for more than 100 years. Founded to help educators retire with dignity, TIAA now serves millions of people through world-class asset management and a wide range of financial products and services.