Overview
This Client Marketing role owns and develops go‑to‑market plans and executes strategic campaigns in partnership with Marketing and Distribution colleagues. The focus is on acquiring, nurturing, and converting prospects into Wealth Management clients through performance‑ and digital‑acquisition marketing. The leader develops acquisition strategy and executes Marketing programs to generate qualified leads for wealth advisors and direct‑to‑consumer products such as IRAs and self‑directed brokerage accounts, while managing a high‑performing team.
Key Responsibilities And Duties
- Lead and build a high‑performing acquisition marketing team, developing and executing comprehensive go‑to‑market strategies across retail and wealth client segments.
- Drive end‑to‑end integrated campaign strategy, development, and execution across all channels (paid media, social, out‑of‑home) in close partnership with sales and cross‑functional marketing teams, ensuring campaigns are insight‑led, operationally sound, and optimized for performance.
- Own the full‑funnel audience journey strategy—from segmentation to prioritization, targeting planning, and execution—ensuring every journey aligns with strategic objectives, target segments, relevant products, and the appropriate channel mix, supported by a rigorous project‑management framework.
- Define and govern the performance measurement framework for the growth marketing function, establishing meaningful KPIs and reporting structures that tie marketing activity directly to enterprise business outcomes and enable data‑driven decision‑making.
- Cultivate and sustain deep, trusted partnerships with sales leadership and key business stakeholders, fostering a culture of collaboration that accelerates revenue growth and improves the client acquisition experience end‑to‑end.
Educational Requirements
- University degree (preferred)
Work Experience
- 10+ years required
Physical Requirements
- Sedentary work
Career Level
12PL
10+ years’ experience across financial services and digital/performance marketing.
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
Benefits And Total Rewards
- Superior retirement program
- Highly competitive health, wellness and work‑life offerings
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Anticipated Posting End Date
2026‑06‑16
Base Pay Range
$221,000 / yr – $309,000 / yr
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