Sr Plan Document Consultant recruitment
Job Description
Sr. Plan Document Consultant
Charlotte, NC and Denver, CO
TIAA-CREF is seeking a Sr. Client Agreement Consultant for either our Charlotte, NC or Denver, CO office. The right individual will create/review new or amended TIAA initiated client agreements for TIAA-CREF's largest Institutional clients (generally exceeding $500 million in assets that support our products and services). This person will review and provide regulatory feedback on client produced plan documents and analysis of record keeping abilities vs legal agreements.
- Develop and modify approaches for high volume legal reviews of client documents.
- Acts as SME for such reviews.
- Provide policy analysis and recommendations for legal documents used by TIAA-CREF or submitted from clients.
- Participate in project teams for new products and services providing analysis of impact to legal agreements.
- Negotiate with Institutional clients (or their legal representatives) on record keeping legal agreements, provides alternate solutions where warranted.
Qualifications
- Bachelor's degree or the equivalent combination of education and work experience
- 7 or more years supporting projects and improvement initiatives of increasing significance and plan document/compliance experience,
- Experience in negotiating legal contracts for retirement plans with Institutional Clients (or their legal representatives).
- Excellent communication skills: verbal written and presentation.
- Ability to develop strong relationship with IR, AO, and Product leadership.
- Possess a thorough knowledge of defined benefit and defined contribution retirement plans, laws and regulatory requirements and their impact to TIAA-CREF products and services.
- Proficient in the use of MS Office products.
- Willingness to travel - approximately 15% annually.
June 9, 2012
• Tags: Accounting & Finance careers in the USA, Sr Plan Document Consultant recruitment • Posted in: Financial