TIAA Retirement Operations Liaison in Iselin, New Jersey
Retirement Plan Ops
The Retirement Plan Operations job delivers comprehensive services to retirement clients. While managing large projects with limited oversight, this job is responsible for reviewing reports and analysis related to the investment and management of capital on behalf of clients and/or the organization itself.
Key Responsibilities and Duties
Assesses fund performance data and resolves administrative problems.
Creates models using analytics data and follows up with other functional departments to answer ad-hoc Retirement client queries on a wide variety of investment, operational, compliance and regulatory topics.
Oversees the implementation of support strategies to best serve existing clients.
Manages audits for weekly, monthly and quarterly valuation reports delivered to clients.
Authorizes and reviews that all individual trades and accounts have been reviewed and verified.
Supervises and provides recommendations on escalated cases to maintain solid relationships with retirement clients.
Coaches, mentors and delegates work to lower level professionals.
- University (Degree) Preferred
- 5+ Years Required; 7+ Years Preferred
- Physical Requirements: Sedentary Work
Additional Job Description:
Act as an operational liaison to support TCR Strategic Client and Healthcare teams
Manage the workflow intake process and address inquiries, escalations, and transactional research items related to Individual & Institutional Operations
Provide guidance and/or assistance on recordkeeping and operational procedures
Assist in bringing TCR with other areas of the business to resolve issues
Identify trends and work with business partners to assist them in proactively addressing process or training needs
Provide reports and data, only if readily available to Liaison (ex. NIGO report, Operations Metrics, etc.)
Assist CRC/WMA with escalated inquiries and/or brokerage related issues
Assist with implementation request for onboarding issues
Develop an understanding of business partner (TCR) strategy and gain alignment accordingly
Assist with TCR strategies when aligned with Operations
Support all analysts with identifying trends and process improvements
Oversight of manual FRMD service, Lookback Period, and VCP remediation
Additionally, perform day to day business manager functions including assisting with team strategy, vision, storytelling through presentations and deck creations, etc.
Base Pay Range: $90,000/yr. - $150,000/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).
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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
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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.