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TIAA

Senior Conversion Analyst

Dallas, TX, United States
Charlotte, NC, United States
Iselin, NJ, United States
Overland Park, KS, United States

$93,000 to $122,000 USD / year

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Job details

Pay: $93,000 to $122,000 USD / year
Apply by: Nov 9, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

Senior Conversion Analyst The Asset Takeover is usually a new client’s first real experience with TIAA as their new retirement recordkeeper, and a flawless delivery sets the necessary tone for the new relationship. Similarly, a plan deconversion is a last chance for TIAA to leave a client with a good impression. The senior Conversion Analyst is a vital component in interpreting and validating client commitments to ensure delivery excellence.

Experienced Senior Conversion Analyst to be responsible for data and asset takeovers from external vendor to Omni, including extensive experience working with business requirements, data mapping, test plan set up, large volume data reconciliation, and data and asset posting for new business clients.

Key Responsibilities and Duties

Analyze files and data received from prior record keeper.
Analyze Business Requirements; communicate specifications necessary for the functional and technical requirements to developers
Perform test plan setup, data mapping and testing related to new clients
Perform data mapping and asset posting
Complete quality control checks for data and asset takeover and testing
Post and reconcile assets and test data reconciliation
Create and update procedures, check list and test plans.
Operate as the Conversion and Omni Subject Matter Expert

Educational Requirements

University (Degree) Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

Career Level 7IC

Required Skills

3+ years of experience with OmniDC and transaction format/creation (or similar record keeping software)
3+ years of experience in financial services industry, with asset takeover experience and associated business processing knowledge
Ability to understand client needs and ensure they are addressed in requirements; ensure appropriate solutions are identified
Ability to analyze large volumes of data and map to appropriate Omni fields
Proven ability to process confidential information
Experience in identifying appropriate test cases and executing with high degree of accuracy
Experience translating complex business requirements into functional specifications
Demonstrated skill in communicating with both business and technical audiences, including translating business objectives into technical requirements and explaining technical concepts in accessible terms

Preferred Skills:

Proven ability to work effectively with business clients and IT staff
In-depth understanding of financial services operations and product offerings
Proven ability to work effectively in a virtual team
Ability and willingness to work outside of regular business hours as necessary to meet client commitments
Ability to identify potential issues with requirements
Ability to multitask; flexibility
Must be able to handle sensitive data confidentially

Related Skills

Acceptance Testing, Business Analysis, Business Process Improvement, Business Process Mapping, Business Process Understanding, Business Requirements, Collaboration, Data Analysis, IT Business Analysis, Systems Design/Analysis, Systems Development Life Cycle, Technical Documentation, Test Planning

Anticipated Posting End Date:

2026-11-09

Base Pay Range: $93,000/yr - $122,000/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).

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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: 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.

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