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 RegistrationsPhysical 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
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).
Benefits and Total RewardsThe 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.
