Lead Channel Marketing Specialist

Role Overview

• Execute cross-functional retirement marketing campaigns to support the execution of plan sponsor strategies and improve participant retirement readiness.
• Collaborate with cross-functional leaders to ensure delivery of superior customer service and operational excellence.
• Ability to negotiate and balance stakeholder and internal needs.
• Efficient and accurate execution of campaigns to drive growth strategies for assigned products and channels.
• Experience across email, SMS, web promotions, digital, podcasts, and Webinar communications.
• Support client relationships through client strategy calls, campaign go to market reviews, and quarterly results conversations.
• Partner with Channel Managers to strategize and execute multi-touch campaigns focused on product education, retirement readiness, and generation of in person / virtual interactions.
• Provide team members with insight and direction to help meet organizational goals and drive team success.
• Support cross training, sharing project work, and collaboration amongst team members.
• 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.
• 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.
• Serve as an internal escalation point for campaign related issues.

Requirements

• Bachelor’s degree in marketing, business, communications or equivalent experience
• Eight years of experience in marketing communications, digital marketing or project management
• Thorough understanding of traditional and digital platforms
• Broad experience developing and executing digital campaigns and complex projects
• Technical acumen to design campaigns that optimize the use of marketing platforms
• Creative thinker
• Excellent communication and relationship building skills
• Organizational skills to manage multiple projects in a fast-paced environment
• Proven efficient utilization of content management platforms including Workfront and other marketing tools such as CMD, CRM, DAM (Brand folder), Salesforce Marketing Cloud, compliance (Red Oak), Riddle Quiz
• Experience with change management
• Experience with products and services in a record keeping environment
• Understanding of B2B/B2C marketing best practices
• Financial services record keeping in retirement
• Certified PM
• Proven ability to develop efficient processes for individual and team execution
• Understanding of client facing work, client conversation, client strategy development
• Understanding of consulting / advice services lead generation campaigns
• Deep understanding of various project types, handoffs, connection points, and required partnerships and relationships needed to deliver projects
• Proven track record of balancing stakeholder and internal needs.
• Experience with stretch assignments beyond traditional PM work.

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