This Education Savings Marketing role leads, creates and develops integrated, strategic marketing plans to retain and grow the state 529 programs and optimize contractual marketing spend. This person is responsible for the strategy, brand, program development and execution of the marketing plan for each state client. This role drives digital consumer engagement and experiences and is accountable for deepening client relationship and communicating results/KPI. As a subject matter expert and leader, this person manages large product marketing projects impacting multiple states, business strategies and programs and operates with limited supervision.
Key Responsibilities and Duties
Owns strategic marketing planning, development, and execution of state programs. Establishes impactful marketing strategies that align with organizational goals. Monitor KPIs and optimize marketing programs to ensure key objectives are achieved. Evaluate current processes and seek ways to improve and create efficiency.
Lead the development of marketing and promotional materials for the 529 product, including advertising, web, thought leadership content, and sales collateral.
Plan and manage implementation of multi-channel marketing campaigns in support of the state 529 education savings program.
Conduct market research, including market trends, consumer behavior, and competitive analysis, on key demographic audiences.
Perform state client management responsibilities including collaboration of marketing planning, strategy development and client communication of results reporting. Frequent client communication of results, budget, and project updates (weekly.)
Manage agency projects with digital, PR and marketing agencies. Provide oversight of agency results, activities, and deliverables. Ensure proper agency risk management is completed.
Manage and is responsible for the state contractual marketing budget. Administer expenditure reports to ensure the state marketing budget is on track for the year.
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Manage multiple projects simultaneously across a broad range of functions and channels with colleagues across Ed Savings and various business partners.
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).
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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, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's 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 Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because 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. 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 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:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
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