Communications Consultant 3 at TIAA — Charlotte, NC
Full job description
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.
Key Responsibilities and Duties
- 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
Educational Requirements
- University (Degree) Preferred
Work Experience
- 5+ Years Required; 7+ Years Preferred
FINRA Registrations
- SRC Indicator: NRF
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level 8IC
Required Qualifications:
- 5+ years’ experience in marketing, communications, or client-facing roles
Preferred Qualifications:
- 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
Related Skills
Adaptability, Audience-focused Communication, Communication Channel Management, Communication Strategy, Consultative Communication, Content Development, Copywriting, Relationship Management, Story Telling, TIAA Products/Services Acumen
Anticipated Posting End Date:
2026-07-31
Base Pay Range: $105,000/yr - $134,000/yr
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