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Wealth CIO Investment Content Manager

Employer
TIAA
Location
New York, New York; Charlotte, North Carolina
Salary
$110,200/yr. - $145,000/yr.
Closing date
Mar 16, 2024

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Job Role
Wealth Management
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Not necessary

Job Details

Investment Content Manager
As part of the Wealth Chief Investment Office (Wealth CIO), this investment and wealth management communications professional will lead and/or support the content development and design of investment management, thought leadership, and product sales support materials for its managed account and investment initiatives. The content developed will be leveraged to educate and inform, communicate, and train internal and client-facing channels. Target audiences are TIAA Wealth Management existing and potential customers, Wealth Management Advisors, investment Portfolio Managers, and investment support teams.

Key Responsibilities and Duties
  • Execute delivery of core content out of the Wealth CIO by creating weekly market updates, maintaining chartbooks, managing the delivery of content, editing and proofreading market pieces, etc.
  • Development of insightful investment content from the Wealth CIO to engage Wealth Management clients and client-facing employees. This includes creation of material that educates and informs advisors and support professionals on investment, research and market-related events, new and existing investment strategies, and investment perspectives.
  • Lead, contribute to, and/or design content for investment thought leadership, asset allocation views, and managed account sales support, including:Thought leadership focused on investment markets and the economyInvestment strategy communications and updatesAdvisor, Portfolio Manager, and client investment educationRoutine content updates related to investment performance, asset allocation views, and economic driversVideo and presentation content needs
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 5+ Years Required; 7+ Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
8IC

REQUIRED EXPERIENCE:
  • 5+ years of investment experience in analysis, content management and/or communications



PREFERRED EXPERIENCE:
  • 7+ years of investment experience in analysis, content management and/or communications
  • Degree in Finance, Economics or Business Management
  • Strong Excel skills (building / designing charts and graphs)
  • Strong PowerPoint skills creating PowerPoint Presentations, infographics and visuals
  • Strong Word skills creating articles, visuals and documents
  • Experience with Infographics , Adobe Illustrator and InDesign
  • Strong communication and presentation skills
  • Comfort level working with Sr Leadership
  • Experience working within a deadline driven and fast paced environment


#LI-CS1

Related Skills

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management

Anticipated Posting End Date:
2024-03-16

Base Pay Range: $110,200/yr. - $145,000/yr.

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

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law 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

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