Transition Management I - Charlotte, NC
Charlotte , North Carolina
November 21, 2017
Job Description



Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.


By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals.  We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.


For more information about TIAA, visit our website.




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Basic Requirements - Required Skills:

• Bachelor’s degree required with 3+ years of implementations consulting experience or 5+ years of implementations consulting experience

• 2 year or more of Project Management experience or 1 or more years of Operations experience which includes 1 or more years of  project management within the operations role

• 1 year or more of Financial services experienced required.



Preferred Qualifications - Desired Skills:

• Change leadership, cross-site leadership, performance management and strategic leadership experiences highly preferred

• Knowledge of the financial markets, products and services, including TIAA products and services

• Solid understanding of project management, plan administration, plan design, plan provisions and product offerings

• Strong knowledge of industry best practices or TIAA standard offer products and services and our competitors, consulting skills and internal/external client relationship and vendor management

• Demonstrated relationship development or consultative selling skills, including proven sales and or customer service track record

• Strong communication and presentation experience strongly desired

• Ability to present at Finalist Presentations

•  PMP desirable

• Third Party Administration (TPA), Defined Contribution or Defined Benefit leadership experience is strongly preferred


Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.

If you need assistance applying due to being visually or hearing impaired, please email Careers Help.

This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).

*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017


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