Design and implement marketing campaign strategies to promote the sale of company products and services in [annuities, life insurance, mutual funds, employee benefits, retirement].
Drive engagement with financial professionals through product marketing, brand affinity, and the launch of new products/solutions.
Partner with Marketing Director to create strategic campaign plans, establish customer goals, and define key performance metrics.
Lead staff in the design, build, and implementation of multiple complex and concurrent campaigns.
Review addressable market to define target audiences and create programs that drive engagement relevant to the audience.
Track and evaluate program effectiveness using qualitative and quantitative methods.
Ensure adherence to established processes and workflows related to end-to-end campaign strategy, creative execution, optimizing for performance, and troubleshooting; define new processes and workflows as needed.
Collaborate with cross-functional leaders to ensure delivery of superior customer service and operational excellence.
Serve as internal escalation point for campaign related issues.
Requirements
Bachelor’s degree in marketing, business, communications or equivalent experience
Eight years of marketing communications, digital marketing, or project management experience
Three years of marketing experience in financial services or a related industry
Thorough understanding of traditional and digital platforms
Experience managing projects/processes
Broad experience developing and executing digital campaigns and complex projects
Technical acumen to design campaigns that optimize the use of marketing platforms
Analytical and decision-making skills to identify and prioritize critical issues
Creative thinker
Excellent communication and relationship building skills
Organizational skills to manage multiple projects in a fast-paced environment
Team lead/supervisory experience
Intermediary or institutional experience
Familiarity with content management, workflow and other marketing tools such as CMD, CRM, DAM, Workflow, Salesforce Marketing Cloud, Workfront
Experience in change management
FINRA Series 7 (for roles supporting mutual funds)
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.