Retirement Plan Consultant

Retirement Plan Consultant

The Retirement Plan Consultant works with clients and third-party advisors to consult on functional areas of plan sponsor administration, pricing, implementations, record-keeping, request for proposals (RFPs), technology (such as RetirePlus / Retire Plus Pro), fund line-up changes, and the day-to-day execution of client objectives. This role maintains a small book of clients and firms for engagement and outbound activities, and supports proactive engagement with clients and advisors. This role is responsible for supporting existing business and client retention and overall client satisfaction, expanding product offerings with existing clients, and educating them on lifetime income solutions.

Key Responsibilities and Duties :

• Engages with existing plan sponsors and advisors regarding implementations, related technology (such as RetirePlus / Retire Plus Pro), investment changes, and onboarding new clients.
• Contributes to and leads client implementations on various investment products and services (such as Retirement Choice / Retirement Choice Plus, retirement plan loans, fund line-up changes, qualified default investment alternative (QDIA), advisor fee billing, Revenue Credit Accounts (RCAs), 457 plan documentation, Roth documentation, and RetirePlus) and requests by plan sponsors and advisors.
• Reviews and provides feedback to plan sponsors on investment plans including starting the plan, investment structure, and regulatory requirements.
• Trains and coordinates the delivery of services through consulting with clients and third-party advisors.
• Develops and expands existing relationships with outside advisors, third party administrators, Plan Sponsors, and internal business partners.
• Responds to client inquiries and manages issues that may arise with products and services.
• Monitors services and operations to ensure that organizational policies and standards are met.

Educational Requirements :

University (Degree) Preferred

Work Experience :

3+ Years Required; 5+ Years Preferred

FINRA Registrations :

SRC Indicator : Series 6 or 7; Series 63

Licenses and Certifications :

Life and Health Insurance License (Resident State) - Multiple Issuers required

Physical Requirements :

Sedentary Work

Career Level : 7IC 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

Base Pay Range : $75,600 / yr - $101,000 / 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 pathwaysbecause 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.

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.

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 :

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here . 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 .