Sr. Retirement Plan Operations Specialist

The Retirement Plan Operations Specialist leads the day-to-day client service and administrative support to plan sponsors and the back office operations, processing defined contribution and benefit plan transactions. While leading daily administrative operations, this job is responsible for asset management operations processes pertinent to retirement plan processing, settlements and record maintenance.

• Manages and increases the effectiveness and efficiency of support services for retirement plan operations.
• Leads the reconciliation of retirement plan accounts and ensures proper documentation.
• Resolves complex account related issues and implements process changes to prevent reoccurring issues.
• Communicates storage levels with management for on-site and off-site storage for retirement plan systems.
• Interprets and implements company policies and procedures, and ensures compliance by preparing related reports and audits.
• Coordinates communication between support and business functions.
• Engages with plan participants and delivers support regarding various issues.

• Vocational and/or Technical Education Preferred

• 3+ Years Required; 5+ Years Preferred

• Physical Requirements:
  
  Sedentary Work

4IC

• 3+ years of experience in financial services industry.
• Experience in Recordkeeping (Preferably Omni Recordkeeping) systems.

• 5+ years of experience in financial services industry.
• Experience with distribution and operations.

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

Base Pay Range: $18.94/hr - $27.12/hr 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…