Sr. Communications Consultant, Retirement

TIAA•Charlotte, NC

3d•Onsite

About The Position

The Sr. Communications Consultant partners with institutional clients and advisors (or internal stakeholders) to deliver and execute communications that drive participant engagement during critical plan transitions. You'll work collaboratively across TIAA's implementation teams to deliver communications that align with our Communication & Engagement Services (CES) offer strategy and measurably improve participant engagement.

Requirements

3+ years’ experience in marketing, communications, or client-facing roles
3+ years of experience in financial services, retirement plans, benefits communications, or related field

Nice To Haves

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)
Background in change management or organizational communications
Experience working in process-driven, compliance-oriented environments
Experience consulting directly with clients on retirement plan implementation or changes
Experience with Adobe Creative Suite, Microsoft Office Suite and presentation software
Salesforce or CRM platform experience

Responsibilities

Develop and deliver multi-channel communications campaigns for assigned plan change projects, ensuring alignment with Corporate, Brand, and clients’ objectives, and Institutional Relationships segment goals while adhering to CES processes and standards.
Deploy communications using internal marketing automation platforms, tracking engagement metrics and adjusting strategies based on performance data.
Work with institutional partners, transition teams, product owners, marketing and readiness groups on creating/disseminating communications specific to Institutional news and/or plan updates or general mailings.
Help create, refine, and manage communication templates and resources that enable efficient, consistent delivery of plan change messaging across the organization.
Collaborate with cross-functional teams including Legal, Compliance, Marketing, and Client Services to ensure communications meet regulatory requirements and business objectives.