Analyst, Multi-Channel Forms
Work with internal marketing partners, business partners, operations team, legal, compliance, IT and product managers to create new/coordinate changes to existing enrollment forms and transactional forms. The candidate will maintain and improve the current form infrastructure, ensure continuous improvements to our digital form experience, system generated forms, fillable pdfs, with the goal of making it easier for our clients to do business with us.

The candidate will take a lead role in managing form projects, using standard project management methodologies to track and communicate progress.  Participate on project teams in support of the forms that are required to support new products and services.  Participate in testing and deploying forms with IT partners. Support global corporate initiatives impacting forms.  Support extended team members as needed.

Key Responsibilities and Duties

• Examines and evaluates format and function of enrollment and transactional forms to develop new, and/or improve existing forms format, usage, and control

• Reviews forms to evaluate need for revision, consolidation, or discontinuation, using knowledge of form use, workflow, document flow, and compatibility with Imaging and processing requirements

• Infuses the “voice of the customer” into problem-solving efforts to ensure that solutions are meaningful to our participants/institutions.

• Build strong working relationships with business partners across the organization to best support our clients

• Deliver solutions to customer requests based on documented service level agreements.

• Troubleshoot issues, coordinate corrective actions as needed across multiple teams

• Support the integration and evolution of business processes

• Support team activities, including individual and team reporting, exception policy management, Standard Operating Procedure (SOP) updates, and other activities as determined with and by the team

• Support and participate in marketing organization activities to broaden knowledge and better service our clients

• Work independently in a fast-paced and rapidly changing environment

• Deliver excellent organizational, communication, analytical and problem solving skills

• Handle multiple projects and prioritize high volume of work

• Participate in testing and deployment with IT partners
  
   

Qualifications

• 3 Years Required; 5 Years Preferred

• University (Degree), Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Preferred Education

• University (Degree)

Career Level
7IC

Required Qualifications:

• Three plus years of experience working with marketing partners in form development such as creating, reviewing and revising
• Three plus years of experience in Microsoft Office (PowerPoint, Excel Word)
• Three plus years of experience in Adobe Acrobat and Adobe InDesign

Preferred Qualifications:

• Bachelor’s Degree in marketing, communication or related field
• Financial Services/Retirement industry experience
• SharePoint site experience

Potential Salary: $93,900.00 USD

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.

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

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

Privacy Notices

For residents of California, please click here to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.

For all other residents, click here to access the Applicant Privacy Notice.