VP, Plan Consultant Marketing

TIAA; Charlotte (NC); On-site; USD 196,000 - 274,000; Full time

Job summary

TIAA is seeking a Client Marketing leader in Charlotte to develop and execute strategic, journey-based campaigns that retain and deepen client relationships through education of our products and services.

The role requires guiding end-to-end engagement across owned channels, partnering with Brand/Creative, Digital Experience, and Product, and supervising a team of three marketers to achieve KPI-driven results.

Qualifications

• 10+ years experience in client marketing or related field
• Proven track record building end-to-end go-to-market strategies
• Strong cross-functional collaboration with Sales, Brand/Creative, Digital Experience, and Product
• Ability to lead a team of marketers and develop career paths

Responsibilities

• Lead development of Go-To-Market for retirement plan products and services across B2B and B2C audiences.
• Develop journeys and drive automation, tying audience insights to engagement timing and KPIs.
• Lead audience web strategy for higher education and healthcare markets with cross-functional Centers of Excellence.
• Foster relationships with sales and business partners to educate and align on key workstreams.
• Ensure projects are measurable and connected to audience goals and KPIs.
• Lead CEO-aligned initiatives with weekly stand-ups and executive presentations.
• Guide a team of 3 marketers to deliver on department results.

Skills

Audience Insights

Budgeting

Campaign Management

Lead & Demand Gen

Marketing Analytics

Marketing Channels

Strategic Planning

Relationship Management

Education

University degree preferred

Job description

This Client Marketing role is responsible for development and execution of strategic, journey-based campaigns in partnership with Marketing and Distribution colleagues aimed at retaining and deepening existing relationships through education of our products and services. End-to-end connectivity across the touchpoints we serve is critical, while optimizing both the work product (through KPI setting and close measurement) and work processes (automation and personalization). In order to achieve this, this leader will need to value collaboration, proactive solutioning and resourcefulness as there will be close partnership with teams across the organization including Brand/Creative, Digital Experience, and Product. This role will supervise a team of professional level employees and sets goals and objectives for team members to ensure the achievement of department results.

Key Responsibilities And Duties

• Leads development of Go-To-Market for retirement plan product and service efforts across B2B and B2C audiences within Retirement Solutions, with a primary focus on maximizing engagement across owned channels, closely partnering with Product and Product marketing teams
• Responsible for developing journeys and driving automation vs. single, manual campaigns, connecting audience insights and timing of engagement – journeys include development of process, strategic objectives/goals, channel strategy, prioritization, execution and measurement
• Leads development of audience web strategy tied to institutions primarily in the Higher Education and Healthcare markets, partnering closely with centers of excellence across Public Web and Secure Web to identify ways to drive deeper engagement and connection with TIAA
• Establishes and maintains strong working relationships and collaboration with sales organization and business partners to educate internally and showcase importance of key workstreams
• Helps in development of broader audience goals and ensures all project workstreams are measurable and connected to key performance indicators (KPIs) that tie back to audience goals
• Able to partner across the org to lead marketing tied to CEO initiatives, including weekly stand-ups, progress tracking, slide development and presentations to senior leadership team members
• Leads a team of 3 professional marketers, focusing on developing career paths and fostering teamwork across the functional areas of marketing and the broader business Preferred Skills (plus any notes TA took during Intake sessions)
• Customer focused and results-driven
• A track record in client marketing, journey building and audience development (i.e., creating end-to-end go-to-market strategies)
• Ability to gain buy-in, influence and drive outcomes
• Build trust, credibility and strong relationships with internal/external customers and team members
• Excellent interpersonal, oral, and written communication skills
• Able to work effectively in a fast paced, cross-functional, changing environment
• Seasoned relationship builder able to establish effective partnerships at all organizational levels
• Demonstrated understanding of marketplace, competitive landscape and regulatory environment
• Successful experience in developing and implementing strategic plans, forecasting and obtaining objectives in a metrics driven environment
• Proven ability to influence development of effective creative concepts and marketing strategies

Educational Requirements

• University (Degree) Preferred

Work Experience

• 10+ Years Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

11PL

Related 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

Anticipated Posting End Date

2026-09-30

Base Pay Range: $196,000/yr - $274,000/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).

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: [phone]

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Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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