Senior Institutional Retirement Plan Advisor

TIAA; Dallas (TX); On-site; USD 64,000 - 79,000; Full time

Job summary

TIAA seeks an Institutional Consultant to support institutional plan sponsors via the ATC service line. You will provide consultative guidance on plan design, investment education, plan governance, and compliance, including Form 5500 handling and fiduciary considerations.

The role focuses on building sponsor relationships, advising on retirement plans, and educating third-party advisors on lifetime income solutions, with opportunities to contribute to regulatory and industry best practices.

Qualifications

• 2+ years of experience in retirement plan or financial services roles.
• FINRA Series 6 and 63 licenses.
• Life and Health Insurance License (Resident State) with multiple issuers.

Responsibilities

• Provide inbound/outbound support to institutional plan sponsors using ATC service line.
• Consult on plan design, education, and compliance for lifetime income solutions.
• Build and maintain sponsor relationships, advising on retirement plan design and participation.

Skills

Accountability

Business Acumen

Client Relationship Management

Negotiation

Problem Solving

Retirement Planning Selling

Education

University Degree Preferred

Job description

TIAA seeks an Institutional Consultant to support institutional plan sponsors via the ATC service line. You will provide consultative guidance on plan design, investment education, plan governance, and compliance, including Form 5500 handling and fiduciary considerations.

The role focuses on building sponsor relationships, advising on retirement plans, and educating third-party advisors on lifetime income solutions, with opportunities to contribute to regulatory and industry best practices.