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COMPANY OVERVIEW:TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.POSITION SUMMARY:This
role is responsible for managing customer and operational communications to
grow and retain the more than $30B in assets under management in TIAA’s IRA,
Brokerage and other retail products. The
Senior Marketing Associate will serve as a key partner to the business on required
customer materials and communications. This individual will partner with the business
and marketing centers of excellence to develop and maintain critical collateral
and communications to support the business and distribution channels.KEY RESPONSIBILITIES AND DUTIES:
Partner effectively with IRA, Brokerage and other business partners to maintain and evolve customer communications, collateral, and regulatory required materials, including enrollment and welcome kits, letters, sales materials, brochures, customer adoption agreements, disclosures, performance documents, etc.
Manage marketing budget for IRA and Brokerage materials, including expense tracking and monthly forecasting.
Direct the creative development work of internal and external agency resources.
Ensure alignment to the integrated marketing calendar and proper coordination with brand standards and messaging.
Required Skills:
Bachelor's degree
5+ years of experience in financial services marketing orapplicable business environment
Experience in project and campaign management, and working withinternal and external vendors
Desired Skills:
Knowledge of financial products and services, particularly IRA andBrokerage products.
Strong analytical skills and desire to drive continuous processimprovement and customer experience improvement.
Aptitude for embracing emerging web technologies.
Excellent written and verbal communication skills.
Ability to manage,prioritize and meet deadlines in fast-paced environment.
Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the.If you need assistance applying due to being visually or hearing impaired, please email.We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.Additional Information
Requisition ID: 1721251
Field: Marketing & CommunicationsCompany: TIAA
