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TIAA VP, Head of Strategic Initiatives, Client Marketing in Boston, Massachusetts

Client Marketing

This Client Marketing role is responsible for ownership and development of go-to-market plans and the execution of strategic campaigns in partnership with Marketing and Distribution colleagues aimed at acquiring, developing and retaining clients. They are the primary interface with the sales organization and responsible for alignment of marketing strategy with sales goals. By utilizing traditional as well as dynamic methods, such as client segmentation, marketing automation, digital and social methods, they aim to create multi-faceted campaigns that generate high-quality leads for the sales organization. This job supervises a team of professional-level employees and sets goals and objectives for team members to ensure the achievement of department results.

Key Responsibilities and Duties

  • Leads team responsible for 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.

  • Responsible for 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

  • 8+ Years Required; 10+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level


Additional Responsibilities:

  • Direct the strategy for TIAA Client Marketing and has ownership of short-term to mid-term execution of strategy and the operational direction of the department

  • Drive improved outcomes through establishing a strategy for the newly created Institutional Marketing and Consumer & Participant Marketing areas.

  • Responsible for building integrated plans, providing visibility into KPIs and aligning the new Institutional Marketing and Consumer & Participant Marketing teams to our overall operating model

  • Responsible for the integration of area and segment strategy with the broader organization, harmonizing templates and communication mechanisms, developing internal and external reporting and/or communication of strategy, and organizing and coordinating team activities and special projects

  • This leader will be highly integrated with the respective Chief Marketing Officer and their leadership team

  • Conducts audience go-to-market planning and coordination (calendar; initiatives, KPIs, etc.)

  • Provides visibility to area leadership on campaigns and activity planning /pipeline

  • Directs team strategic prioritization and calendaring in close partnership with Marketing & Communication Strategy and Operations team.

  • Develops relevant competitive intelligence (e.g., peers, clients)

  • Responsible for resource allocation of key strategic items

  • Directs meeting planning in support of business projects and objectives.

  • Oversees the implementation of policies and procedures in support of the business area strategy.

  • Ensures process improvement completion in assigned business area.

  • Oversees complex projects by monitoring and tracking risks, issues and action items.

  • Influences the development of new strategic initiatives through tracking budgets and milestones.

  • Proposing and structuring annual spend in coordination with Marketing & Communication Strategy and Operations team.

  • Ensure budgeting is aligned to priorities and strategy

Required Qualifications:

  • Eight plus years of business case analysis and development

  • Eight plus years of expertise is developing strategic slides and presentation

  • Eight plus years demonstrating ability to create frameworks and connect multiple data points to craft high level themes and executive presentationsÂ

  • Eight plus years leveraging primary and 3rd party research to assess white space against competition and provide opportunitiesÂ

  • Eight plus years of analytical prowess, specifically in business and marketing analyses

Preferred qualifications

  • Motivated self-starter who is able to work independently and is very comfortable with change

  • Ability to multi-task and work efficiently under pressure with careful attention to detail

  • Ability to adapt and thrive in a fast-paced, changing environment

  • Experience working in a global, cross-functional team is a plus

  • Prior management consulting experience within financial services a plusÂ

Base Pay Range: $150,800/yr. - $251,400/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).Â

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

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 ( .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.Â

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:Â

Phone: (800) 842-2755


Privacy Notices

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