Group Annuity Lead

Nuveen; Charlotte (NC); On-site; USD 126,000 - 186,000; Full time

Job summary

Nuveen is seeking a Group Annuity Lead to supervise a team of para-professionals responsible for processing and calculating defined benefit payments for group annuity contracts. You will guide day-to-day objectives, ensure policy adherence, and drive accuracy across plan administration and reporting.

The role requires 3+ years in defined benefit operations with 5+ years preferred, and a focus on data analysis, risk management, and customer engagement.

Qualifications

• 3+ years of work experience in defined benefit plan operations.
• 5+ years of experience preferred in group annuity or defined benefit operations.
• No advanced degree required; preferred educational background may be relevant.

Responsibilities

• Oversee administration of multiple group annuity plans to ensure efficient and accurate service.
• Supervise payment calculation distributions for defined benefit plans.
• Review and authorize institutional plan level transactions.

Skills

Adaptability

Communication

Continuous Improvement

Customer Engagement

Data Analysis

Data-Based Decisions

Detail-Oriented

Financial Risk Management

Relationship Management

Technology Systems

Transaction Processing

Education

Bachelor's degree preferred

Job description

The Group Annuity Lead supervising a team of para-professionals that are responsible for processing and calculating defined benefit payments for defined benefit plans funded through group annuity contracts. This job oversees a variety of defined benefit plan objectives, including benefit calculations and distributions for clients. As a team supervisor, this job is responsible for setting day-to-day operational objectives for team members and ensuring policies and procedures are understood and followed by direct reports.

Key Responsibilities and Duties

• Manages the administration of a number of group annuity plans to provide efficient and accurate service.
• Supervises payment calculation distributions for defined benefit plans.
• Reviews and authorizes institutional plan level transactions.
• Prepares and reviews institutional and other reports prior to submitting to management.
• Works to modify and improve existing group annuity processes as needed and available.
• Analyzes impact of and suggests alternatives for required regulatory changes.
• Takes ownership of problem resolution or service recovery efforts as necessary.
• Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional services and engagement, motivation and development of team.

Educational Requirements

No Advanced Degree Required Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

7PL Required

Qualifications

3+ years of work experience

Preferred Qualifications

5+ years of experience with defined benefit plan operations

Related Skills

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

Anticipated Posting End Date

2026-10-23

Base Pay Range

$126,000/yr - $186,000/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 pathways—because 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. To learn more about your benefits, please review our Benefits Summary.

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. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

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: [phone] Email: [e-mail]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box