Field Change Communications & Enablement Administration

Field Change Communications & Enablement Administration

This job owns end-to-end strategy and execution of field communications to TW&A wealth advisory teams. This role sets the vision/approach determines the strategy and oversees the development of collateral that communicates critical changes to field teams. Serving as the Center of Excellence for Wealth field communication this job partners extensively with stakeholders across Wealth including Distribution Coaching Practice Management Marketing Change Management Advice & Planning Operations and Product teams.

Key Responsibilities and Duties

• Develops and executes a holistic field/client-facing change management and communication strategy including tools messaging and channels (email Viva Engage Wealth Distribution Hub) tailored and right-sized to content and level of change across Wealth.
• Partners with Practice Management to develop role-based communications forums best practice sharing and ongoing support.
• Manages the Distribution Change calendar monthly Wealth Enablement updates and key communication forums (e.g. Power of One monthly management call) for Field Distribution COO and Executive Management audiences.
• Centralizes communications and collateral for Wealth Distribution teams ensuring a coordinated communication timeline methodology and content for change-related notifications.
• Partners closely with Distribution Marketing Product Change Management Training Wealth CAO and broader Wealth teams to align on communication strategy and execution including design and implementation of Advisor support line and other key Field supporting projects.
• Creates and monitors success metrics by communication method and channel using engagement data and field feedback to continuously refine execution strategy.
• Advises partners and provides sign-off on communication strategy and approaches field-facing tool enhancements and key projects leveraging industry and TIAA-specific best practices.
• Fosters and maintains strategic relationships with Wealth leadership and cross-functional stakeholders to drive effective change and communication strategies to equip and enable frontline associates to effectively serve our clients.
• Signs off on Field facing communications tool enhancements and key projects driven by other teams (e.g. Marketing). Coordinates messaging with Training and Practice Management teams.
• Manages Wealth Enablement overall communication plan manages key overall project inventory overall team calendar and internal/key partner communications.
• Serves as point of contact for Field Social Media strategy partnering with Legal Compliance and Supervision on program requirements.
• Monitors competitors and peer organizations to stay abreast of emerging trends in the wealth/ financial services industry and uses this information to secure the competitive position of the organization.
• Manages performance of team through regular timely feedback as well as the formal performance review process to ensure delivery of strategic initiatives and to foster the engagement motivation and development of team.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 8 Years Required; 10 Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
10PL

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.

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Drug and Smoking Policy

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

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