Responsibilities

• Develops and implements marketing strategies in support of Investment Services and Retirement Plan Services business goals, aligning with company objectives, industry trends, and budget.
• Serves as a strategic thought partner to internal clients and leadership, advising on branding, positioning, messaging, and go-to-market strategies for investment, advisory, banking-adjacent, and retirement solutions.
• Partners proactively with internal clients to help shape and clarify their vision, translating business objectives into integrated marketing plans and campaigns.
• Owns campaigns end-to-end, including concept development, execution, optimization, and post-campaign analysis across the full customer lifecycle.
• Writes, edits, and produces content including, but not limited to, thought leadership, blogs, marketing collateral, presentations, email campaigns, digital content, and advertising copy tailored to investment and retirement audiences.
• Develops and executes inbound and outbound marketing campaigns; evaluates performance and pivots tactics based on results, insights, and ROI.
• Provides elevated client service by anticipating needs, maintaining clear communication, and delivering marketing solutions that exceed expectations.
• Brings forward innovative ideas and solutions that enhance client engagement, improve campaign effectiveness, and differentiate the business in competitive financial markets.
• Collaborates closely with internal stakeholders across marketing, product, sales, compliance, and leadership to ensure timely execution and alignment.
• Develops campaign metrics, tracks performance, and reports on ROI, effectiveness, and business impact.

Requirements

• Bachelor’s Degree in Marketing, Communications, Advertising, or related field from an accredited four-year college or university, or equivalent work experience.
• Minimum three (3) years of experience developing and executing marketing campaigns, strategies, and content across digital and traditional channels.
• Experience supporting or marketing within Investments, Investment Advisory, Banking, or Retirement Planning environments.
• Strong understanding of highly regulated financial services industries and the ability to adapt messaging accordingly.
• Demonstrated ability to build strong partnerships with internal clients and comfortably work with and present to C-suite and senior leadership.
• Proven ability to work as a proactive individual contributor who takes full ownership of campaigns and deliverables.
• Strong strategic thinking and problem-solving skills, with the ability to translate complex concepts into clear, compelling marketing messaging.
• Experience delivering elevated, consultative client service and acting as a trusted marketing advisor.
• Working knowledge of B2B and B2C marketing best practices, including social media and digital marketing.
• Proficient in inbound marketing, campaign development, and performance measurement.
• Proficient Microsoft Office skills, including Outlook, Word, Excel, and PowerPoint.
• Proactive, self-directed, and solution-oriented approach to work.
• Strong project management skills with the ability to manage multiple initiatives simultaneously.
• Excellent verbal, written, and presentation communication skills.
• Strong copywriting, content development, and editing skills with attention to grammar, tone, and compliance.
• Ability to bring innovative ideas and continuously improve marketing efforts.
• Highly organized, adaptable, and comfortable working in a fast-paced, collaborative environment.

Benefits

• Competitive overall compensation package
• Work/Life balance
• Employee engagement activities and recognition awards
• Years of Service awards
• Career enhancement and growth opportunities
• Leadership Academy and Mentor Program
• Continuing education and career certifications
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans
• Lucrative Wellness Program