Responsibilities

• Develop and implement ongoing lifecycle triggers, engaging with clients during the most critical moments
• Optimize how to engage with clients digital on an ongoing basis
• Uncover new insights and hypothesis to test and iterate on existing strategies
• Collaborate closely with the Communications team to effectively engage clients during periods of market volatility or significant market events
• Partner across product marketing, product and campaign delivery to launch key initiatives across multiple lines of businesses
• Develop strategic briefs and be a champion for the creative-ensuring your campaigns launch flawlessly
• Synthesize ongoing analytic insights that inform optimizations of marketing tactics
• Commission research and strategize with creative experts to execute high-quality campaign creative, working with both internal teams and external agencies
• Collaborate with diverse cross functional teams including creatives, content, product, technology, analytics, field strategy, and the Advisors
• Create executive level presentations to gain alignment and support of key stakeholders