Communications Consultant 3

TIAA • Charlotte, NC

7d • Onsite

About The Position

The Lead Communications Consultant, Retirement role meets the communications needs of clients by delivering standard and/or custom communications solutions on behalf of plan sponsors or internal stakeholders.

Requirements

• 5+ years’ experience in marketing, communications, or client-facing roles
• 5+ years’ experience in marketing, communications, or client-facing roles, specifically in financial services or retirement marketing
• 5+ years of experience in financial services, retirement plans, benefits communications, or related field
• Proven project management experience
• Bachelor's degree
• Experience with marketing automation platforms, workflow tracking systems, or project management tools (e.g., Workfront, Monday.com)
• Exceptional written and verbal communication skills
• Strong analytical skills
• Knowledge of TIAA investment products, services, and retirement plan structures
• Familiarity with retirement industry regulations (ERISA, DOL guidelines)
• Experience with Adobe Creative Suite, Microsoft Office Suite and presentation software
• Salesforce or CRM platform experience

Nice To Haves

• University (Degree) Preferred

Responsibilities

• May oversee work of more junior staff and assign projects as needed.
• Lead meetings with stakeholders to review communication needs, deliverables, and budget implications
• Ensure compliance of communications solutions within the regulatory environment
• Establish and report metrics to measure success of communications strategies.
• Oversee work assignments to more junior staff.
• Manage ad hoc endorsement mailings, writing scripts and test case with Technology partners
• Coordinate business and technology interfaces along with template management

Benefits

• superior retirement program
• highly competitive health, wellness and work life offerings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level