Responsibilities

• Marketing Campaign Strategy, Execution & Optimization
• Lead development and execution of acquisition marketing strategies for individual participant personal investment planning & products
• Design campaigns to strengthen, deepen engagement, and drive adoption of personal investment solutions
• Apply test-and-learn methodologies to refine approaches and maximize lifetime value, prioritizing creative testing and audience segmentation strategies
• Partner with product, content, marketing strategist and web experience teams to create integrated cross-channel promotional strategies
• Ensure messaging consistency across email, direct mail, and digital experiences to drive engagement and incremental sales
• Leverage data insights to optimize messaging, offers, and targeting strategies across multiple platforms
• Cultivate a deep understanding of modeling, analytics, and consumer insights to inform acquisition and promotional strategies
• Track, analyze, and communicate campaign results, using findings to improve future performance
• Partner with and influence leaders across product, marketing, and digital teams to align on business objectives

Requirements

• Bachelor's degree or equivalent experience
• 6+ years of direct-to-consumer marketing experience
• 4+ years of experience in financial services/retirement (preferred)
• Advanced knowledge of omnichannel marketing strategies (email, direct mail, digital)
• Experience influencing business decisions, facilitating and/or participating in cross-functional teams
• Strong verbal and written communication skills
• Solid strategic and critical thinking skills
• Project and time management skills for fast-paced environment
• Strong Microsoft Excel skills

Preferred

• Some travel required
• Experience influencing business decisions or driving cross-functional alignment (optional)

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.
• Pension Eligible Yes