Sr. Director, Wealth Lifecycle Marketing

Client Marketing
The Client Marketing role is responsible for development and execution of strategic campaigns in partnership with Marketing and Distribution colleagues aimed at acquiring, developing and retaining clients. By utilizing traditional as well as dynamic methods, such as client segmentation, marketing automation, digital and social methods, they aim to execute multi-faceted campaigns that deliver high-quality leads to the sales organization.

Key Responsibilities and Duties

• Leads strategy development and delivery of Go-To-Market plans for client segments and executes deliverables against plan.
• Establishes and maintains strong working relationships and collaboration with sales organization and business partners.
• Owns journey mapping for their respective audience segmentation – including catalogue, prioritization, planning and execution, including the strategic objectives & goals, priorities, stakeholders, target audience (segments), channels, products and processes, and creates the project plan for the journey.
• Oversees campaign planning, development and execution in partnership with Sales and functional marketing team members.
• Develops appropriate departmental measurements and key performance indicators (KPIs) based on overall business goals.
• Provides tactical and custom marketing support aligned with Client marketing support model in partnership with functional areas of marketing.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
9IC

Required:

5 + years of marketing campaign experience

Preferred:

7 + years of marketing campaign experience

Lifecycle experience

Financial Services

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:

2025-03-04

Base Pay Range: $160,000/yr. - $210,000/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). 

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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.

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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

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