Institutional Onboarding Consultant

Tech Sales Jobs; Charlotte (NC); Hybrid; USD 90,000 - 122,000; Full time

Job summary

TIAA is seeking an Institutional Onboarding Consultant to lead onboarding activities and provide subject‑matter expertise for a portfolio of institutional retirement clients. This role acts as the single point of contact among relationship managers, operations teams, and internal stakeholders, delivering onboarding and ongoing plan administration support.

The ideal candidate should have extensive experience in retirement services, strong client interfacing skills, and the ability to implement

Qualifications

• 5+ years of experience in related roles.
• Experience interfacing with external and internal clients preferred.
• Experience in/around client onboarding/implementation is a plus.

Responsibilities

• Provide ongoing plan administration and recordkeeping platform support to retirement clients and internal stakeholders.
• Maintain advanced knowledge of retirement services, platforms, and products offered by TIAA.
• Own retirement plan changes and onboarding activities (MVAS/STAC) for assigned clients.
• Understand new features and highlight impacts to client books.
• Propose solutions to client systems and product needs/requests.
• Respond to technical inquiries from internal stakeholders (CSMs, Relationship Managers).
• Document SOPs, track incidents, and review critical issues for proactive controls.

Skills

Adaptability

Automation

Communication

Continuous Improvement Mindset

Critical Thinking

Customer Engagement

Digital Savviness

Problem Solving

TIAA Products/Services Acumen

Education

University (Degree) Preferred

Job description

Institutional Onboarding Consultant

Location: 3965 Dallas Parkway Frisco, TX 75034, Charlotte Main 8500 Carnegie Blvd

Remote Type: Hybrid Flex

Time Type: Full time

Job Description

The Institutional Onboarding Consultant possesses overall technology leadership and accountability for an assigned group of TIAA's Institutional Retirement Clients as a stakeholder within the integrated client support team. As part of the team, the Recordkeeping and Outsourced Services Delivery Consultant serves as the single point of contact for Institutional Retirement Relationship Managers, Operations teams and other internal stakeholders for a group of high profile clients utilizing SRK (Sole Record Keeper)/MVC (multi-Vendor)/MVAS/Outsourced Services (OSS) services.

Key Responsibilities and Duties

• Using retirement industry experience to provide ongoing plan administration and recordkeeping platform support and expertise to retirement clients and internal stakeholders.
• Have an advanced level of knowledge of all retirement services, platforms and products offered by TIAA.
• Provide client specific subject matter expertise and appropriate ownership of retirement plan change / onboarding activities(MVAS/STAC)
• Understand new (products/services/systems) features being implemented and be able to highlight specific impacts to their book of clients.
• Provide potential solutions to client’s systems and products needs/requests.
• Respond to various technical ad hoc inquiries from internal stakeholders such as CSMs (Client Service Managers) and Relationship Managers
• Document SOPs, track INCs (System Incidents), review and trend all critical issues to identify proactive controls

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

8IC

Required Qualifications

• 5+ years of experience

Preferred Qualifications

• 3+ years of experience in outsourced services

• Experience experience interfacing with external and internal clients

• Experience in/around client onboarding/implementation

Related SkillsAdaptability, Automation, Communication, Continuous Improvement Mindset, Critical Thinking, Customer Engagement, Digital Savviness, Problem Solving, TIAA Products/Services Acumen

Anticipated Posting End Date

2026-10-05Base Pay Range: $90,000/yr - $122,000/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).

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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.

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.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

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