Transition Manager

TIAA

. Coordinate all platform transition services for retirement plan clients .

Posted 9/22/2026full-timeUnited StatesMid-LevelSenior💰 $76,700 - $90,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in project management and client relationship management within the retirement plan sector, ensuring effective communication and timely delivery of services. Proficient in risk identification and mitigation while navigating complex organizational structures.

Highest-signal resume keywords

Project Management SkillsClient Relationship ManagementRisk Identification and MitigationSeries 6 or 7 CertificationRetirement Plan Administration Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementCreating Project PlansRisk MitigationRetirement Plan ConversionsImplementation Project Leadership

Soft Skills

Clear CommunicationProblem-Solving Abilities

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Series 6Series 7

Industry Keywords

Retirement Plan ClientsInstitutional Financial ServicesMatrixed Organizational StructuresService Delivery

About the role

Key responsibilities & impact

Coordinate all platform transition services for retirement plan clients
Serve as the primary client interface during plan service changes
Lead smaller implementation projects for institutional retirement plan clients
Manage client relationships and create project plans
Ensure on-time delivery and provide status updates
Partner with cross-functional teams and appropriate resources in a highly matrixed environment
Identify, escalate, and resolve risks or issues for moderately complex implementations
Address client and business partner transition challenges, questions, and concerns
Oversee overall service delivery, project management, and retirement plan conversions

Requirements

What you’ll need

3+ years of work experience required
University degree preferred
Must obtain Series 6 or 7 within 120 days
Project management skills, including creating detailed project plans and ensuring on-time delivery
Client relationship management experience with institutional retirement plan clients
Clear and professional communication skills
Risk identification, escalation, and mitigation capabilities
Experience in retirement plan administration or institutional financial services preferred
Familiarity with matrixed organizational structures preferred
Proficiency in project management tools such as Microsoft Office preferred
Strong problem-solving abilities
Sedentary work physical requirements

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work-life offerings
Financial well-being support
Physical, emotional, and financial well-being resources
Future-focused skills and AI tools
Meaningful learning experiences and development pathways
Incentive program linked to performance may be available, including annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans