Senior Channel Marketing Specialist

Role Overview

• Execute cross-functional marketing campaigns to support the sale of company products and services in mutual funds, annuities, life insurance, employee benefits, and retirement.
• Manage digital and promotional activities related to strategy, execution and reporting.
• Execute campaigns to drive growth strategies for assigned products and channels.
• Partner with Sales, Marketing, and Product to define goals and key performance indicators.
• Perform campaign analytics reporting and review; help create plans based on learnings, and translate into actionable plans; evaluate program effectiveness using qualitative and quantitative methods.
• Report on productivity, priorities, issues, and opportunities for improvement.
• Ensure adherence to established processes and workflows related to end-to-end campaign strategy, creative execution, optimizing for performance, and troubleshooting; identify and recommend new processes and workflows as needed.
• Collaborate with cross-functional leaders to ensure delivery of superior customer service and operational excellence.
• Serve as an internal escalation point for campaign related issues.
• Partner with stakeholders to set up and kick off assigned projects, manage stakeholder and Compliance reviews, and finalize, then post assets within project scope, budget and timeline.
• Excel in a fast-paced, deadline-driven environment, while managing a high volume of projects at one time to ensure effective and on-time execution.
• Manage the creation of data-driven Mutual Funds materials (e.g., fact sheets, commentaries, pitch books) to ensure compliant, timely and error-free delivery, overseeing initiatives to resolve reporting inconsistencies and improve content reliability.
• Collaborate on opportunities to streamline and automate workflows, and utilize templates and technology, to improve the accuracy, efficiency, and scalability of marketing efforts.
• Serve as an internal point of contact for project, website and data-related issues, working with stakeholders and vendors to ensure systems are functional and accurate.
• Support efforts to execute and validate monthly and quarterly data workflows used for content generation.

Requirements

• Bachelor’s degree in marketing, business, communications, or equivalent experience
• Five years of experience in marketing communications, digital marketing or project management
• Experience developing and executing digital campaigns, marketing programs and complex projects
• Thorough understanding of traditional and digital platforms
• Technical acumen to design campaigns that optimize the use of marketing platforms
• Creative thinker
• Excellent communication and relationship building skills
• Organizational skills and the ability to manage multiple projects in a fast-paced environment
• Familiarity with content management, workflow and other marketing tools such as CMD, CRM, DAM, Workflow, Salesforce Marketing Cloud, Workfront
• Financial services industry experience
• Familiarity with tools such as Alteryx and Kurtosys, with hands-on experience managing data workflows, producing error-free deliverables, and implementing creative and process enhancements that accelerate project timelines, while maintaining accuracy.

Tech Stack

• Cloud

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs