トレンド企業

TIAA
TIAA

Sr Complex Resolution Analyst, Retirement

職種カスタマーサクセス
経験シニア級
勤務地Charlotte; Dallas
勤務オンサイト
雇用正社員
掲載1週間前
応募する

Sr Complex Resolution Analyst, Retirement
The Senior Complex Resolution Analyst is responsible for handling the research, remediation and reporting of issues related to complex OMNI issues. This includes but is not limited to global and plan level remediation research projects, bulk and individual corrective adjustments. Working under limited supervision, this job manages the research, analyzes the data, summarizes the issue and reports/escalates the issue as necessary.

Key Responsibilities and Duties

  • Handles complex global, plan and individual level adjustments and remediation projects.
  • Processes complex bulk adjustments (Plan Mergers, Cross Contract Transfers, and Fund Mergers).
  • Handles the research and reporting of system issues related to OMNI, including analyzing the data and appropriately summarizing the issue(s).
  • Acts as a subject matter expert (SME) for Operations and IT implementations.
  • Processes Individual adjustments (Non-excess refunds, incoming and outgoing cash adjustments, loans, brokerage).
  • Coaches and reviews the work of lower level professionals.

Additional Responsibilities

  • Performs complex calculations, as needed

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 3+ Years Required; 5+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level
7IC

Required Skills:

  • 3+ years of experience in financial services with OMNI (Record Keeping System)

Preferred Skills:

  • 5+ years of experience in financial services with OMNI (Record Keeping System)

Related Skills:

Adaptability, Communication, Continuous Improvement Mindset, Customer Engagement, Data Analysis, Data-Based Decision Making, Detail-Oriented, Financial Risk Management, Relationship Management, Technology Systems, TIAA Products/Services Acumen, Transaction Processing

Anticipated Posting End Date:

2026-04-29

Base Pay Range: $63,300/yr - $86,500/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).


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: (800) 842-2755

Email: accessibility.support@tiaa.org

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.

For Applicants of TIAA Global Capabilities, click here.

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

閲覧数

0

応募クリック

0

Mock Apply

0

スクラップ

0

TIAAについて

TIAA

TIAA

Public

The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund is an American financial services organization that is a private provider of financial retirement services in the academic, research, medical, cultural and governmental fields.

10,001+

従業員数

New York

本社所在地

レビュー

10件のレビュー

3.7

10件のレビュー

ワークライフバランス

4.2

報酬

2.8

企業文化

4.1

キャリア

3.2

経営陣

3.5

68%

知人への推奨率

良い点

Supportive management and colleagues

Good work-life balance and flexibility

Strong benefits and job security

改善点

Low compensation and uncompetitive pay

Limited growth opportunities

Overwhelming workload and high expectations

給与レンジ

10件のデータ

Mid/L4

Mid/L4 · LEAD DATA ANALYSTS

1件のレポート

$164,450

年収総額

基本給

$126,500

ストック

-

ボーナス

-

$164,450

$164,450

面接レビュー

レビュー4件

難易度

3.0

/ 5

体験

ポジティブ 0%

普通 75%

ネガティブ 25%

面接プロセス

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

Panel Interview

5

Offer

よくある質問

Behavioral/STAR

Past Experience

Technical Knowledge

Culture Fit