Wealth Distribution Associate Communications

TIAA • Frisco, TX

2d

About The Position

The Wealth Distribution Associate Communications role will support Wealth Distribution and work as a team on building strategies and inspiring & empowering Advisors by prioritizing messaging and ensuring Advisors have a clear, simple view on what's important to their roles. In partnership with key business partners, leads field support project timing and progress to ensure timely delivery of final drafts. Represents marketing Wealth Distribution effectively in partnering with distribution teams and subject matter experts across investment and product teams.

Requirements

• 5+ years of Financial Services experience in Marketing and Communications in areas such as Transformational, Internal, Employee and or Associate Communications
• Demonstrated written skills that translate messages into meaningful content for client facing roles

Nice To Haves

• 7+ years of Financial Services experience in Marketing and Communications in areas such as Transformational, Internal, Employee and or Associate Communications
• Proven track record of successful deployment of internal communication strategies
• Experience in various internal communication platforms and channels such as SharePoint, Poppulo, etc.
• Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management

Responsibilities

• Supports the end-to-end internal communications strategy for Wealth Distribution to ensure consistent and powerful messages.
• Supports Wealth Distribution associate engagement initiatives to embed core values and strengthen partnership with Retirement partners that supports delivery of an exceptional client experience.
• Supports coordination of key “activation” events for Head of Wealth Distribution’s culture change, such as Town Halls; All-Hands; speaking engagements/presentations at enterprise events; Head of Wealth Distribution speaking engagement/presentations at other business line engagement events.
• Provides expertise to managers and senior executives on developing organizational messages and translating into the appropriate formats that maintain clarity and accuracy of message that make it easy for advisors to understand.
• Supports strategies for business and organizational initiatives, in alignment with goals from senior leadership.
• Aligning to broader office of the Chief Operating Officer communications calendar where needed, owns and coordinates the Advisor specific communications calendar including comms from other areas of TIAA, as well as self-produced messaging which will focus on operational and transformational content as well as updates on strategy.
• Supports and helps to lead transformation and change management efforts within the Wealth Distribution function.
• Analyzes employee engagement levels (in partnership with human resources) through internal surveys and day to day touch points. Accountable for incorporating engagement.
• Engage with wealth distribution business leaders and key partners to develop targeted messages, themes, topics, etc. that are critical for Advisor success.
• Coaching staff involved in any communication events or presentations.

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.

What This Job Offers

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