Sr Complex Resolution Analyst

Sr Complex Resolution Analyst, Retirement

The Senior Complex Resolution Analyst is responsible for handling the research, remediation and reporting of issues related to complex OMNI issues. This includes but is not limited to global and plan level remediation research projects, bulk and individual corrective adjustments. Working under limited supervision, this job manages the research, analyzes the data, summarizes the issue and reports/escalates the issue as necessary.

• Handles complex global, plan and individual level adjustments and remediation projects.

• Processes complex bulk adjustments (Plan Mergers, Cross Contract Transfers, and Fund Mergers).

• Handles the research and reporting of system issues related to OMNI, including analyzing the data and appropriately summarizing the issue(s).

• Acts as a subject matter expert (SME) for Operations and IT implementations.

• Processes Individual adjustments (Non-excess refunds, incoming and outgoing cash adjustments, loans, brokerage).

• Coaches and reviews the work of lower level professionals.

• Performs complex calculations, as needed

• University (Degree) Preferred

• 3+ Years Required; 5+ Years Preferred

• Physical Requirements:
  
  Sedentary Work

7IC

• 3+ years of experience in financial services with OMNI (Record Keeping System)

• 5+ years of experience in financial services with OMNI (Record Keeping System)

Adaptability, Communication, Continuous Improvement Mindset, Customer Engagement, Data Analysis, Data-Based Decision Making, Detail-Oriented, Financial Risk Management, Relationship Management, Technology Systems, TIAA Products/Services Acumen, Transaction Processing

$63,300/yr - $86,500/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).

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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

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.

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…