VP Marketing Field Enablement

The VP of Marketing Field Enablement will lead a team in developing executing and optimizing strategic initiatives that empower Wealth Management field leadership and financial advisors with the tools resources and education needed to grow their businesses. This role serves as the critical bridge between marketing and the field setting the strategy and direction for field enablement while acting as the voice of advisors to ensure marketing deliverables meet their evolving needs. The ideal candidate brings deep expertise in leveraging marketing as a growth accelerator for advisor practices and excels at cross-functional partnership.

Key Responsibilities and Duties

Strategic Leadership & Field Partnership

• Set the strategic direction for field enablement initiatives that support advisors and field leadership in acquiring developing and retaining clients (includes collateral events local marketing etc.)
• Establish and maintain strong collaborative relationships with field leadership sales organization and business partners to ensure alignment with field goals and priorities
• Partner across the wealth marketing team to integrate field insights into campaign development ensuring marketing strategies address real advisor needs
• Serve as the feedback loop for the field gathering intelligence on the collateral tools and resources advisors need to succeed and translating these insights into actionable marketing initiatives
• Stay informed of business initiatives through ongoing partnership with sales enablement communications field coaching training and education teams
• Oversee the creation and maintenance of sales collateral based on field needs and feedback ensuring materials are current compliant and effectively support advisor conversations with clients and prospects; align story delivery with B2B marketing initiatives and work collaboratively to incorporate messaging into field-facing materials

Go-To-Market Execution & Operational Excellence

• Organize team for effective execution of Go-To-Market plan deliverables including defining requirements coordinating timelines removing roadblocks and managing compliance and legal review processes
• Facilitate seamless hand-offs between teams for execution of campaigns events and sponsorships in partnership with functional marketing team members
• Provide tactical and customized marketing support aligned with the client marketing support model working closely with functional areas of marketing
• Understand and track departmental measurements and KPIs based on overall business goals ensuring the team delivers measurable impact

Client Event & Hospitality Strategy and Execution

• Develop a robust event & hospitality strategy to engage prospects and client on various Wealth and lifestyle topics with objective of conversion retention engagement
• Work with Product and Content teams to enhance and scale the variety of content for events to increase engagement
• Work with Analytics team to collect data on events and hospitality and develop robust ROI model as well as predictive model for invitations
• Lead team to execute on event and hospitality program

Team Leadership & Development

• Lead manage and develop a team of five professionals providing clear direction regular feedback and career development opportunities
• Foster a culture of creativity innovation accountability and continuous improvement
• Champion diversity equity and inclusion in team composition and collaborative efforts
• Build team capabilities in advisor engagement marketing strategy and cross-functional partnership

Educational Requirements

• University (Degree) Preferred

Work Experience

• 8 Years Required; 10 Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
10PL

Required Experience:

• 8 years of marketing experience

• Experience working with Wealth Management Advisors

Preferred Experience:

• Bachelors degree in Marketing Business or related field

• 7-10 years of experience in field enablement sales enablement and/or marketing roles

• Proven track record of supporting field organizations through effective marketing strategies and tools

• Deep understanding of financial advisors the sales process and how marketing fuels advisor growth and practice development

• Strong analytical skills with ability to translate data into actionable insights and strategic recommendations

• Exceptional project management skills with demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment

• Outstanding communication and presentation skills with ability to influence and inspire stakeholders at all levels

• Experience managing and developing teams

• Experience in financial services insurance or highly regulated industries

• Familiarity with advisor practice management and client relationship strategies

• Experience with marketing technology platforms CRM systems and enablement tools

* LI-CS1

Anticipated Posting End Date:

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 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).

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.

Our Culture of Impact

At TIAA were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People Be Client Obsessed Lead with Integrity Own It and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.

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. Thats 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 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.

Our full EEO & Non-Discrimination statement is on our careers home page and you can read more about your rights and view government notices 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.

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:

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Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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