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Transition Manager I

Transition Manager I

CompanyTIAA
LocationFrisco, TX, USA, Charlotte, NC, USA
Salary$63800 – $93000
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level, Senior

Requirements

  • University (Degree) Preferred
  • 3+ Years Required
  • 5+ Years Preferred
  • SRC Indicator: Series 6 or 7

Responsibilities

  • 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.

Preferred Qualifications

  • 5+ Years Preferred