Institutional Consultant

Teachers Insurance and Annuity Association of America; Charlotte (NC); Hybrid; USD 87,478,000 - 109,257,000; Full time

Job summary

The Institutional Consultant at Teachers Insurance and Annuity Association of America provides primary inbound/outbound call center support to institutional plan sponsors using the Administrator Telephone Center service. It includes plan design guidance, investment education, Planfocus education and compliance support.

You will educate and consult with plan sponsors and third-party advisors on lifetime income solutions, Form 5500, fiduciary duties, and regulatory changes, while building strong

Qualifications

• 2+ years of financial services experience.
• FINRA Series 6 and 63.
• Life and Health Insurance License (Resident State) - Multiple Issuers required

Responsibilities

• Participate in training programs as a contributor or presenter on Planfocus, institutional tools and resources, and legal issues.
• Build and maintain plan sponsor and client relationships advising on retirement plan design and savings strategies.
• Provide consultative guidance and client relationship management for plan sponsors, consultants, payroll vendors, auditors and legal counsel.

Skills

Accountability

Business Acumen

Business Development

Client Relationship Management

Commercial Mindset

Communication

Financial Markets Impact

Inspires Others

Negotiation

Problem Solving

Relationship Management

Retirement Planning Selling

Education

University degree

Tools

FINRA Series 6/63

Life and Health Insurance License

Job description

Hybrid Flex

Dallas, TX, USA

Charlotte, NC, USA

Full time

R260800196

Institutional Consultant

The Institutional Consultant provides primary Inbound/Outbound Call Center support to Institutional Plan Sponsors that use the Administrator Telephone Center (ATC) service line. This includes providing institutional consultation regarding plan design, investment education, Planfocus education and support, signature 5500, and plan compliance. This role answers all related administrative and service inquiries, documents and responds to concerns, and provides consultative guidance and education to third-party advisors on lifetime income solutions.

Key Responsibilities and Duties

• Responsible for participating in training programs as a contributor or presenter on topics related to Planfocus, institutional tools and resources, and legal issues. Participates on various projects and initiatives to support business goals and objectives.
• Builds and maintains plan sponsor and client relationships advising on retirement plan design, guiding through pension regulation changes, and designing programs to enhance plan participation and savings rates.
• Provides consultative guidance and client relationship management for TIAA plan sponsors, consultants, payroll vendors, auditors and legal counsel regarding aspects of client retirement plans.
• Interfaces with key influencers to direct daily plan functions and processes as well as discuss fiduciary responsibilities and newly issued regulations.
• Educates plan sponsors about plan design and governance, compliance, audits, nondiscrimination testing, reporting, online services, and plan amendments.
• Consults on legal and regulatory requirements in the retirement industry such as Form 5500 filings, compliance issues, fiduciary and audit guidelines, plan reporting, and nondiscrimination testing.
• Provides audit support and assists with retirement plan tax filing inquiries.
• Proactively reaches out to top tier Primary Market clients to build relationships and help adopt products and services.
• Proactively troubleshoots on-line services administrator access to set up and administer their plans.
• Resolves issues for customers and the team. Takes initiative and conducts follow-up to ensure customer, employee, and business issues are resolved in a satisfactory and timely manner consistent with all company policies and industry regulations, navigating and negotiating through sensitive and complex issues as needed.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 6 or 7; Series 63

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers required

Physical Requirements

• Physical Requirements: Sedentary Work

6IC

Required Qualifications

• 2+ years
• FINRA Series 6 and 63
• Life and Health Insurance License (Resident State) - Multiple Issuers required

Preferred Qualification

• 2+ years of financial services experience
• FINRA Series 7

Related Skills

Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling

Anticipated Posting End Date

2026-09-18

Base Pay Range: $30.53/hr - $38.13/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).

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 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.

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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

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 (https://careers.tiaa.org/), and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) .

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.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

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.

Privacy Notices

• For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
• For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
• For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .
• For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

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 (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-1688394514088.pdf)

Pay Transparency

Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)