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Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading comprehensive marketing and communications strategies within the Wealth Management industry, focusing on client engagement, value proposition development, and multi-channel marketing initiatives. Proven ability to manage budgets, KPIs, and team performance to drive measurable outcomes and ROI.
Highest-signal resume keywords
Wealth Management Industry ExperienceMarketing AnalyticsLead GenerationStrategic Marketing PlanningTeam Leadership
About the role
Key responsibilities & impact- Lead development and execution of comprehensive marketing and communications strategies for TIAA's Wealth & Advice business
- Lead a full-service marketing team and matrixed center-of-excellence professionals
- Develop value propositions, client segmentation, go-to-market briefs, automated triggers, and marketing initiatives
- Plan and execute multi-faceted marketing strategies and multi-year go-to-market approaches across core client segments
- Design marketing plans to strengthen wealth client relationships, increase participant engagement, and enhance TIAA's industry position
- Develop automated client journeys for lead generation, acquisition, onboarding, and retention
- Partner with CMOs across TIAA business units, including Retirement Solutions and Nuveen
- Use client insights and research to guide content, value propositions, marketing, and communications decisions
- Partner with Marketing Technology, Marketing Analytics, and Operations teams
- Manage departmental KPIs, budget allocation, forecasting, outcomes, results, and ROI
- Build and develop a high-performing, agile, and scalable marketing team
- Align with Enterprise Communications on public, media, employee, and executive communications
- Liaise with senior executives to integrate strategies with corporate objectives
Requirements
What you’ll need- 10+ years of work experience
- University degree preferred
- Wealth Management industry experience preferred
- Experience with audience insights, budgeting, campaign management, value proposition differentiation, lead and demand generation, marketing analytics, marketing channels, strategic marketing planning, prioritization, and relationship management
- Ability to lead comprehensive marketing and communications strategies across a Wealth & Advice business
- Ability to develop value propositions, content, go-to-market strategies, campaigns, and multi-channel initiatives
- Ability to lead and develop marketing and communications teams
- Ability to manage departmental budgets, forecasting, KPIs, measurable outcomes, results, and ROI
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work-life offerings
- Meaningful learning experiences and development pathways
- Future-focused skills and AI tools
- Incentive program linked to performance may be included, depending on the role
- Drug-free and smoke-free workplace
- Reasonable accommodation support for applicants with disabilities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Campaign ManagementBudget ManagementValue Proposition DevelopmentClient SegmentationMarketing Strategy ExecutionAutomated Client JourneysMulti-Channel InitiativesKPI ManagementForecastingRelationship Management
Soft Skills
LeadershipCollaborationCommunicationStrategic ThinkingAgility
Tools & Technologies
Marketing TechnologyMarketing Analytics Tools
Industry Keywords
Wealth & Advice BusinessClient InsightsGo-To-Market StrategiesMarketing InitiativesParticipant Engagement