Retirement Plan Consultant

Frisco, TX - USA

Monthly Salary: Not Disclosed

Posted on: 11 hours ago

Vacancies: 1 Vacancy

Job Summary

Retirement Plan Consultant
The Retirement Plan Consultant works with clients and third-party advisors to consult on functional areas of plan sponsor administration pricing implementations record-keeping request for proposals (RFPs) technology (such as RetirePlus/Retire Plus Pro) fund line-up changes and the day-to-day execution of client objectives. This role maintains a small book of clients and firms for engagement and outbound activities and supports proactive engagement with clients and advisors. This role is responsible for supporting existing business and client retention and overall client satisfaction expanding product offerings with existing clients and educating them on lifetime income solutions.

Key Responsibilities and Duties

Engages with existing plan sponsors and advisors regarding implementations related technology (such as RetirePlus/Retire Plus Pro) investment changes and onboarding new clients.
Contributes to and leads client implementations on various investment products and services (such as Retirement Choice/Retirement Choice Plus retirement plan loans fund line-up changes qualified default investment alternative (QDIA) advisor fee billing Revenue Credit Accounts (RCAs) 457 plan documentation Roth documentation and RetirePlus) and requests by plan sponsors and advisors.
Reviews and provides feedback to plan sponsors on investment plans including starting the plan investment structure and regulatory requirements.
Trains and coordinates the delivery of services through consulting with clients and third-party advisors.
Develops and expands existing relationships with outside advisors third party administrators Plan Sponsors and internal business partners.
Responds to client inquiries and manages issues that may arise with products and services.
Monitors services and operations to ensure that organizational policies and standards are met.

Educational Requirements

University (Degree) Preferred

Work Experience

3 Years Required; 5 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

Career Level
7IC

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:

Base Pay Range: $75600/yr - $101000/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 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 were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows 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 Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause 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. Thats 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:

Email:

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.

ForApplicants of TIAA Global Capabilities click here.

For Applicants of Nuveen residing in Europe and APAC please click here.

Required Experience:

Contract

Retirement Plan ConsultantThe Retirement Plan Consultant works with clients and third-party advisors to consult on functional areas of plan sponsor administration pricing implementations record-keeping request for proposals (RFPs) technology (such as RetirePlus/Retire Plus Pro) fund line-up changes ...

Engages with existing plan sponsors and advisors regarding implementations related technology (such as RetirePlus/Retire Plus Pro) investment changes and onboarding new clients.
Contributes to and leads client implementations on various investment products and services (such as Retirement Choice/Retirement Choice Plus retirement plan loans fund line-up changes qualified default investment alternative (QDIA) advisor fee billing Revenue Credit Accounts (RCAs) 457 plan documentation Roth documentation and RetirePlus) and requests by plan sponsors and advisors.
Reviews and provides feedback to plan sponsors on investment plans including starting the plan investment structure and regulatory requirements.
Trains and coordinates the delivery of services through consulting with clients and third-party advisors.
Develops and expands existing relationships with outside advisors third party administrators Plan Sponsors and internal business partners.
Responds to client inquiries and manages issues that may arise with products and services.
Monitors services and operations to ensure that organizational policies and standards are met.