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Retirement Transitions Data Lead I
TIAARetirement Transitions Data Lead collaborating with vendors for retirement plan clients' data management. Ensuring accurate and comprehensive data for successful transitions with internal and external partners.
Posted 7/8/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesSenior💰 $76,700 - $90,400 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in implementing institutional retirement plans and providing consultative data solutions while effectively managing risks and issues in a matrixed environment. Strong ability to engage with resources and seek guidance for data challenges in retirement transitions.
Highest-signal resume keywords
Financial Services ExperienceInstitutional Retirement PlansData Solutions ConsultingRisk ManagementSeries 6 or Series 7 Certification
ATS Keywords
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Certifications & Qualifications
Series 6Series 7
Industry Keywords
Retirement Plan ImplementationData OutcomesPlan AdministrationMatrixed EnvironmentData Issues
About the role
Key responsibilities & impact- Implements projects for institutional retirement plans with high quality data outcomes
- Provides consultative data solutions for plan administration challenges
- Escalates risks and issues for retirement plan implementations in a timely manner
- Engages with appropriate resources in a highly-matrixed environment to resolve data issues
- Seeks guidance from senior analysts regarding retirement transition data challenges
Requirements
What you’ll need- 3+ years of Financial Services experience
- Experience with institutional retirement plans
- Must obtain Series 6 or Series 7 within 120 days from the date of hire
Benefits
Comp & perks- comprehensive Total Rewards package
- superior retirement program
- highly competitive health, wellness and work life offerings