Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Timeline
Generic

OLYMPIA MOUKAS

New York

Summary

Experienced forward-thinking leader, relationship builder, communicator and marketing expert. Deep retirement and insurance industry expertise. Innovative and resourceful with ability to identify opportunities and consistently achieve goals.

Overview

34
34
years of professional experience
1
1
Certification

Work History

VICE PRESIDENT, HEAD OF PRODUCT MARKETING

TIAA
11.2023 - Current
  • Define and execute product marketing strategies collaborating with senior leaders across the organization, analyzing industry trends and tracking competitor activities
  • Develop positioning and messaging, tell compelling stories, and take new products to market for TIAA's full suite of retirement business and wealth solutions including retirement plans, annuities, lifetime income, managed accounts, insurance and more across all audiences -individuals, plan sponsors, and intermediaries
  • Collaborate and lead cross-organizationally leveraging deep expertise to drive innovation and break-through strategies
  • Cultivate and build a high-performing team through transformation to reimagine and elevate positioning to demonstrate lifetime income leadership
  • Lean into a digital first content strategy with an eye on engagement and cost reduction
  • Introduced a prioritization framework driven by business goals and profitability

VICE PRESIDENT, ANNUITY MARKETING

TIAA
11.2020 - 10.2023
  • Led marketing and communications strategy, planning, marketing budget and execution for TIAA's industry-leading lifetime income suite of fixed and variable annuities
  • Effectively partnered with business leaders to drive innovative product positioning that delivers on business goals focused on providing our B2B2C clients with solutions that help them achieve a secure retirement
  • Built a strong team of marketers that executed multi-channel campaigns including awareness, thought leadership, lead generation, sales enablement, industry presence, communications, digital, social media, and PR
  • Developed strategic marketing and go-to-market plans including value propositions, positioning, message maps and naming/branding
  • Leveraged competitive intelligence and research to assess audience receptivity, guide market approaches, and inform strategic message maps
  • Increased new customers 10-fold with customer centric, more meaningful calls to action

SENIOR DIRECTOR, INSTITUTIONAL INVESTMENT MARKETING

TIAA
05.2016 - 10.2020
  • Led marketing communications strategy and execution of retirement product marketing campaigns including product launches and pilots to assess marketability of innovative new solutions and partnerships
  • Extensive knowledge of retirement products with emphasis in the B2B space, especially lifetime income and annuities
  • Completed launch of next-gen lifetime income solutions for managed account and target date structures, including brand, awareness, thought leadership, lead generation, sales enablement, industry presence, PR/communications, digital, and social media
  • Partnered closely with business leaders to align with business objectives
  • Effectively managed annual budget and a marketing team

SENIOR DIRECTOR, INSTITUTIONAL ACQUISITION MARKETING

TIAA
05.2010 - 04.2016
  • Led marketing team focused on new business, retention and building strong relationships with consultants
  • Launched sales collateral framework (slide library, capabilities, and white papers)
  • Directed multi-channel marketing programs for the consultant audience aligned with goals and business needs, including marketing plans, budget, and success measures
  • Led creation of new institutional sales presentation model focused on elevating the quality of our programs with over $6 billion in institutional sales were secured since rollout
  • Oversaw Finals Sales Training for 100+ sales representatives with industry-leading Richardson facilitation
  • Led perceptions and win/loss study for strategic planning and utilized research to increase content readership by 40% for consultant e-newsletter
  • Spearheaded launch of first-ever TIAA-hosted Consultant Summit to improve perceptions

SR DIRECTOR/DIRECTOR, MARKETING COMMUNICATIONS

TIAA
07.2005 - 04.2010
  • Established and led creative team to develop B2B2C marketing communications across all products and services (print, digital, direct response, multi-media, and transactional)

DIRECTOR, PENSION PRODUCT MARKETING STRATEGY

TIAA
11.2003 - 06.2005
  • Developed marketing and communications strategy and product positioning for annuities, mutual funds, and retirement income solutions

CORPORATE PROJECT MANAGER/MARKETING MANAGER

TIAA
04.1996 - 10.2003
  • Developed transactional communications plans and award-winning materials
  • Led major corporate project resulting in annual savings of $500,000 per year

FINANCIAL CONSULTANT/ASSOCIATE

TIAA
07.1991 - 03.1996
  • Advised plan participants and retail clients on retirement planning and investments
  • Conducted financial education presentations to educate, sell and cross-sell appropriate products and services

Education

MASTER OF BUSINESS ADMINISTRATION (MBA) - Finance/International Business

New York University - Leonard N. Stern School of Business
New York, NY
01.1996

BACHELOR OF ARTS - Economics/Political Science

New York University - College of Arts & Sciences
New York, NY
05-1991

Skills

  • Marketing Strategy
  • Retirement & Insurance Expertise
  • Integrated Marketing
  • Relationship Building
  • Leadership
  • Decision-making

Certification

  • NASD/NYSE, SERIES 6, 7, 24 and 63

Languages

Greek
Native or Bilingual

Timeline

VICE PRESIDENT, HEAD OF PRODUCT MARKETING

TIAA
11.2023 - Current

VICE PRESIDENT, ANNUITY MARKETING

TIAA
11.2020 - 10.2023

SENIOR DIRECTOR, INSTITUTIONAL INVESTMENT MARKETING

TIAA
05.2016 - 10.2020

SENIOR DIRECTOR, INSTITUTIONAL ACQUISITION MARKETING

TIAA
05.2010 - 04.2016

SR DIRECTOR/DIRECTOR, MARKETING COMMUNICATIONS

TIAA
07.2005 - 04.2010

DIRECTOR, PENSION PRODUCT MARKETING STRATEGY

TIAA
11.2003 - 06.2005

CORPORATE PROJECT MANAGER/MARKETING MANAGER

TIAA
04.1996 - 10.2003

FINANCIAL CONSULTANT/ASSOCIATE

TIAA
07.1991 - 03.1996

MASTER OF BUSINESS ADMINISTRATION (MBA) - Finance/International Business

New York University - Leonard N. Stern School of Business

BACHELOR OF ARTS - Economics/Political Science

New York University - College of Arts & Sciences
OLYMPIA MOUKAS