Institutional Consultant I

Institutional Consultant I
The Institutional Consultant supports primary Inbound/Outbound Call Center operations for Institutional Plan Sponsors and Consultants that use the Institutional Support Team (IST) service line. Under significant manager oversight and following established procedures, this role assists with routine administrative and service inquiries related to plan design, investment education, Planfocus support, and plan compliance. This role documents and responds to inquiries and is developing foundational knowledge to provide basic informational guidance on lifetime income solutions.

Key Responsibilities and Duties

• Participates in training programs as a learner and developing contributor, building foundational knowledge of Planfocus, institutional tools and resources, and relevant legal topics under the guidance of senior team members. Supports various projects and initiatives as directed to help achieve business goals and objectives
• Supports plan sponsor and consultant interactions by following established procedures and scripts, assisting with routine inquiries related to retirement plan design, pension regulation basics, and plan participation. Provides basic administrative support for TIAA plan sponsors, consultants, payroll vendors, auditors, and legal counsel under close manager direction.
• Follows defined processes to assist with routine daily plan functions and helps communicate information related to fiduciary responsibilities and newly issued regulations, escalating complex matters to senior staff as appropriate.
• Assists in educating plan sponsors on basic topics related to plan design and governance, compliance, audits, nondiscrimination testing, reporting, online services, and plan amendments using established materials and talking points.
• Follows established procedures to assist with routine legal and regulatory inquiries in the retirement industry, such as Form 5500 filings, compliance questions, fiduciary and audit guidelines, plan reporting, and nondiscrimination testing, escalating non-routine matters to senior consultants.
• Provides basic audit support and assists with routing retirement plan tax filing inquiries to the appropriate team members.
• Assists senior team members in contacting Primary Market clients following defined outreach procedures, supporting relationship-building activities as directed.
• Follows established troubleshooting steps to assist plan administrators with online services access, escalating unresolved issues to more senior staff.
• Resolves routine customer issues following established company policies and procedures, documenting interactions accurately, and escalating sensitive or complex matters to the appropriate team member in a timely manner.

Educational Requirements

• University (Degree) Preferred

Work Experience

• No Experience Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
5IC

Anticipated Posting End Date:

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: (800) 842-2755

Email: [email protected]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

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

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