Sr. Communications Consultant, Retirement

Sr Communications Consultant, Retirement

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.

Key Responsibilities and Duties

• 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.

Educational Requirements

University (Degree) Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level: 7IC

Required Qualifications:

• 3+ years’ experience in marketing, communications, or client-facing roles

• 3+ years of experience in financial services, retirement plans, benefits communications, or related field

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)

• 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

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:

2026-05-31

Base Pay Range: $83,100/yr - $104,000/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.

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