Teams at TIAA

Leads client marketing strategy for retirement products and services across B2B and B2C audiences. Develops journey-based campaigns, automation, audience web strategies, go-to-market plans, and KPI measurement. Partners with Product, Sales, Digital, Creative, and senior leadership to increase engagement and retention. Manages three professional marketers, establishes goals, develops talent, and drives cross-functional initiatives.

Designs, builds, and optimizes Oracle EPBCS planning models, integrations, data pipelines, and automated finance workflows. Configures Oracle EPM AI Agents for validation, variance analysis, reconciliation, narrative generation, anomaly detection, and close orchestration. Partners with Finance, ERP, data engineering, analytics, and Oracle teams to support close, forecasting, consolidation, governance, documentation, training, and broader finance transformation initiatives.

Develops and executes institutional retirement plan sales strategies, manages a territory and book of business, cultivates client and prospect relationships, identifies opportunities, leads business meetings, and closes bundled retirement plan service sales. The role requires institutional retirement plan or financial services sales experience, FINRA registrations, and a state life and health insurance license.