Own content strategy and stakeholder collaboration to translate complex financial communications into clear participant experiences, while driving efficiency, project execution, and continuous improvement in a regulated environment.

• Developing clear, effective messaging: Whether writing, curating, or editing content, strive to convey complex and technical topics in conversational, relatable language that encourages participants to take action.
• Collaborating with client-facing teams: Develop and evaluate solutions and alternatives with Communication Consultants, Relationship Managers, and occasionally external clients in support of a plan sponsor’s communication strategy and the participant experience.
• Driving efficiency and impact: Advise business partners on how to most efficiently use resources to achieve goals, leveraging and maximizing existing content where possible.
• Project management: Lead the content development process for complex communication and education materials, from creative execution with agency partners and compliance approval to fulfillment via web, direct mail, email, presentations, print/merchandising and digital signage within given timelines.
• Creating and executing well-documented plans : Communicate clearly with partners and use established workflow processes to set and manage expectations throughout each project.
• Identifying trends to support new participant experiences: Discover and share new content, template, and campaign needs and ideas to improve efficiency and scale while maintaining a best-in-class participant experience.
• Mentoring and networking: Training, guiding and mentoring peers within the latitude of established company policies. Networking with key contacts outside own area of expertise.
• Contributing to a culture of innovation and engagement: Actively support change management, ongoing team evolution, and personal growth.

• Bachelor’s degree in marketing or a related field, or equivalent work experience
• 7+ years of marketing, marketing agency, consulting, or program management experience
• A proven track record of writing and developing effective B:B and B:C marketing communications, preferably 5+ years
• High comfort level with Microsoft Office suite (Outlook, Word, PowerPoint) and enterprise-level project management tools, specifically Workfront and Jira
• Excellent verbal and written communication skills, including proven writing and editing skills, fanatical attention to detail, and a demonstrated understanding of marketing and technical communications
• Strong PowerPoint and Excel skills
• Experience with and understanding of marketing technology (e.g., Salesforce Marketing Cloud, Marketo)
• Strategic thinker with strong communication and collaboration skills
• Highly organized and can structure complex, multi-stakeholder projects
• Exceptional relationship-building skills and ability to influence and motivate people without formal authority

• Experience in financial services or other highly regulated industry ideally coupled with a background in financial services or other highly regulated industries
• Ability to work effectively in a matrixed organization
• End-to-end marketing campaign planning and delivery
• Demonstrated experience creating communications in a qualified retirement plan, equity plan, financial services, or employee benefits environment, preferably 5+ years
• Understanding of retirement and/or equity plan compliance guidelines