Chief Marketing Officer, Wealth and Advice

About the role

This role is responsible for leading the development and execution of comprehensive marketing and communications strategies across TIAA's Wealth & Advice business. The role encompasses value proposition creation and deployment, content creation and delivery, go-to-market strategy and planning, campaign origination and execution, and initiatives across all channels. By combining traditional marketing strategy with digital-first data-driven marketing methods, this role creates multi-channel campaigns with compelling content that solidify and enhance TIAA's position with wealth clients, retirement plan participants, and advisors, while generating high-quality leads and activity to grow the business. This role leads a team of marketing and communications professionals, and partners across the business and the marketing and communications centers of excellence to deliver integrated strategies.

Responsibilities

• Leads a full-service marketing team (comprised of direct team of marketing strategists and matrixed team of COE professionals) responsible for the development of comprehensive marketing strategy and end-to-end vision (including research-backed value proposition and client segmentation), the building and execution of Go-To-Market briefs and automated triggers, and marketing initiatives that align and drive business goals across multiple client segments.
• Leads the planning, prioritization, and execution of a multi-faceted marketing strategy and multi-year go-to-market approach for and across core client sets, which may include wealth clients, plan participants, institutional plan consultants, advisors, and other key stakeholders nationally.
• Designs and implements marketing plans that enhance and solidify wealth client relationships, drive action by plan participants to leverage wealth and advice to increase engagement with wealth offerings, and enhance TIAA's reputation and position within the industry.
• Leads and develops automated client journeys, including use cases to drive lead generation and acquisition, onboarding, and retention efforts during key moments that support and deepen business and client relationships.
• Partners closely with other CMOs across TIAA's business units (including Retirement Solutions and Nuveen) to ensure mutually reinforcing marketing efforts are designed and executed to deliver meaningful leads and outcomes.
• Drives client insights and research to create relevant and timely content for consumption by clients and prospects, and to guide value proposition and marketing and communication strategies and decisions. Foster an always-on insight-based, test and learn, win-as-one team approach.
• Partners with Marketing Technology, Marketing Analytics and Operations teams to ensure the tools and data are in place to deliver against strategies and plans.
• Accountable for departmental measurements and key performance indicators (KPIs) based on overall business goals. Responsible for departmental budget, allocation, forecasting and measurable outcomes, results, and ROI. Approves budget and monitors the cost and effectiveness of operational activities to prioritize spending and resource allocation.
• Manages and grows talent, and continues to build a high-performing, agile, and scalable team that can understand, formulate, and deliver marketing solutions against the integrated marketing plan and strategy. Manages performance through regular, timely feedback as well as the formal performance review process to ensure delivery of objectives and engagement, motivation, and development of team.
• Partners closely and aligns with Enterprise Communications and its strategy to ensure that business initiatives are effectively communicated through public and media relations, employee communications, executive communications and "earned" positioning of products and performance to key audiences.
• Liaises with other senior executives across the organization to ensure that strategies and activities are integrated with other parts of the business and align with overall corporate objectives.

Requirements

• University degree preferred
• 10+ years of work experience required
• Physical requirements: Sedentary work
• Career level: 14PL

Qualifications

• Wealth Management industry experience preferred

Skills

• Audience Insights
• Budgeting
• Campaign Management
• Differentiates Value Proposition
• Influence
• Lead and Demand Generation
• Marketing Analytics
• Marketing Channels
• Marketing Strategic Planning
• Prioritizes Effectively
• Relationship Management

Benefits

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.

Pay

Base pay range: $350,000/yr - $420,000/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).

About the company

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 we're a market-leading retirement company fueled by world-class asset management. We're fighting harder than ever before for our clients and the many Americans who need us. 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.