Responsibilities

• Serve as the lead marketing strategist and content owner for B2B content for Workplace Personal Investing, participant advice, participant experience, and managed account initiatives.
• Develop and manage core go-to-market and sales enablement materials, including value propositions, messaging frameworks, presentations, client-facing content, launch communications, and strategic marketing assets.
• Partner with business leaders, product teams, sales, relationship management, research, compliance, and marketing stakeholders to align messaging and market strategies.
• Create innovative content that builds demand, strengthens customer relationships, and supports business growth.
• Develop content that supports customer journeys, marketing campaigns, and strategic initiatives that improve customer experiences and increase adoption of products and services.
• Leverage customer research, competitive intelligence, market dynamics, and industry trends to inform marketing recommendations and business decisions.
• Translate insights and analytics into actionable marketing strategies and business implications.
• Measure, analyze, and communicate results, using data-driven insights to optimize future marketing efforts.
• Influence and gain alignment from leaders and stakeholders across all levels of the organization to advance strategic priorities and deliver impactful customer experiences.

Requirements

• Bachelor's degree (BA or BS) or equivalent experience.
• 6+ years of experience in marketing, product marketing, or content strategy?

Preferred

• Experience in financial services, retirement, wealth management, investment management, or related industries.
• Knowledge of retirement plan participants, workplace investing, financial wellness, advice solutions, or managed accounts.
• Understanding of the end-to-end customer journey and customer experience strategy.
• Familiarity with competitive market dynamics, industry trends, and evolving customer needs.
• Experience creating sales enablement content, thought leadership, product messaging, and go-to-market communications.

Benefits

• Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
• Pension Eligible