Retirement Services Specialist Principal (Canada)

Retirement Services Specialist Principal (Canada)

02 Nov
|
Minnesota Direct Care and Treatment
|
Canada

02 Nov

Minnesota Direct Care and Treatment

Canada

Working Title: Member Counseling Team Lead

Job Class: Retirement Services Specialist Principal

Agency: Teachers Retirement Association

- Job ID: 97825
- Location: St. Paul
- Telework Eligible: Yes
- Full/Part Time: Full time
- Regular/Temporary: Unlimited
- Who May Apply: Open to all qualified job seekers
- Date Posted: 10/19/2026
- Closing Date: 11/02/2026
- Hiring Agency/Seniority Unit: Teachers Retirement Assoc / Teachers Retirement Asc-MAPE
- Division/Unit: TRA Pension Administration / Member Counseling Department
- Work Shift/Work Hours: Days
- Days of Work: Monday - Friday
- Travel Required: Yes - Up to 10%
- Salary Range: $30.76 - $45.26 / hourly; $64,226 - $94,502 / annually
- Classified Status: Classified
- Bargaining Unit/Union: 214 - MN Assoc of Professional Empl/MAPE
- FLSA Status: Nonexempt
- Designated in Connect 700 Program for Applicants with Disabilities: Yes

The work you'll do is more than just a job.

At the State of Minnesota, employees play a critical role in developing policies, providing essential services, and working to improve the well‑being and quality of life for all Minnesotans. The State of Minnesota is committed to equity and inclusion, and invests in employees by providing benefits, support resources, and training and development opportunities.

Teachers Retirement Association (TRA) has been providing pension coverage to Minnesota educators for decades, with a mission to help members and their beneficiaries plan for an independent and financially secure retirement. We are currently seeking job candidates with strong communication, interpersonal, and mathematical skills to serve as our Member Counseling Team Lead.





This position will report to the Member Counseling Supervisor, and will assist with leading the TRA’s Member Counseling department. The incumbent hired into this role will perform advanced professional audit, computational, analytical, and counseling work in order to determine retirement benefits for TRA members; provide benefit estimates to future benefit recipients; and assist staff with complex benefit calculations and questions. The position will also be tasked with scheduling staff and providing ongoing training/coaching to new and existing staff.

This position is located in our Saint Paul, Minnesota office. The role is telework eligible; however, incumbent must work a full‑time in‑person schedule for at least the first six (6) months to complete mandatory training. Thereafter, the position will follow a designated hybrid work schedule based on business need and performance. Additionally, business travel may be required up to 10% for these roles.

TRA prioritizes work‑life balance for our employees and may request, only on occasion, that staff work overtime and/or flex their time in order to complete critical projects or meet important deadlines. Typically, full‑time, non‑exempt employees at TRA work a 40‑hour workweek.

Minimum Qualifications

Three (3)



years of work experience providing customer service related to employee and/or government benefits administration, accounting, payroll, finance, or insurance.

A Bachelor’s Degree in Business or Public Administration, Accounting, Finance, Math, Economics, or closely related field can substitute for one (1) year of experience.

Experience Must Also Demonstrate The Following

- Demonstrated experience performing and auditing complex calculations.
- Ability to train, explain, and publicly present complex financial concepts to a variety of audiences.
- Ability to plan, organize, and successfully coordinate/manage competing priorities, deadlines, and scheduling member appointments and/or workshops.
- Ability to lead, coach, and provide constructive feedback to employees.
- Ability to interpret current pension law and provide analysis of proposed legislation.
- Ability to diagnose problems and recommend solutions for process improvement purposes.
- Strong interpersonal, written communication, and verbal communication skills necessary to collaborate on enterprise projects and initiatives; communicate information about sensitive topics; influence others to resolve conflicting viewpoints; and champion a work culture that advocates for inclusion.
- Advanced proficiency in using Microsoft Word, Excel, Access, PowerPoint, and Outlook; Cisco WebEx; or equivalent software packages.

Preferred Qualifications

Leadership experience providing retirement or pension benefit services.

Experience performing financial or benefit counseling for members, employees, or clients.

Experience presenting complex financial concepts to diverse audiences and stakeholders.

Experience in delive

📌 Retirement Services Specialist Principal (Canada)
🏢 Minnesota Direct Care and Treatment
📍 Canada

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