Responsibilities

• Define and lead the enterprise engagement strategy across customer, advisor, and employer audiences, ensuring a connected and consistent experience across all business lines.
• Own enterprise segmentation, targeting, and personalization strategies that drive growth, retention, and customer value.
• Lead lifecycle marketing and customer journey optimization efforts across acquisition, onboarding, servicing, retention, expansion, and advocacy.
• Represent Marketing in enterprise transformation initiatives, including underwriting modernization, digital enablement, servicing transformation, and customer experience innovation.
• Partner with Product, Distribution, Operations, Technology, Data & Analytics, Consumer Advocacy, and Enterprise Transformation teams to create integrated engagement strategies and scalable solutions.
• Establish engagement frameworks, governance, and measurement standards that improve customer outcomes and business performance.
• Leverage customer insights, behavioral data, advisor feedback, and emerging technologies to inform strategy, accelerate innovation, and modernize engagement capabilities.
• Build and lead a high-performing team while fostering a culture of collaboration, accountability, and continuous improvement.

Requirements

• Bachelor’s degree in Marketing, Business Administration, or a related field (Master’s degree preferred).
• At least 10 years of experience in marketing, with a focus on customer engagement and service marketing within the financial services or insurance industry.
• Experience in loyalty, life cycle and segmentation marketing
• Excellent communication and interpersonal skills, with the ability to collaborate across all levels of the organization.
• Strong knowledge of digital marketing and email systems, marketing technology and analytical tools
• Creative and strategic thinker with the ability to work through unstructured problems and develop clear action plans and priorities
• Data-driven marketer with expertise in leveraging data to make decisions, drive prioritization and demonstrate impact
• Strong presentation skills; effective communicator at all levels of organizations
• High energy, self-starter, team-oriented, innovative and entrepreneurial spirit
• Service and customer-first orientation is a must