Manager of Retirement Growth Marketing - Remote (CST, MST or PST)

Responsibilities

• Serve as a trusted growth marketing consultant to retirement advisors and consultants, helping them prioritize high-impact opportunities and translate national marketing programs into practical, locally relevant growth activation plans.
• Partner with advisors as they build their individual growth plans, connecting them to the campaigns, content, programs, and resources best suited to their goals and specialties—and driving adoption of growth-enablement platforms and other approved AI and convergence solutions through individual and small-group enablement.
• Adapt national campaigns and marketing assets for local market relevance and develop local market campaigns and activations where national programs do not address a specific regional opportunity.
• Help advisors incorporate AI-enabled tools and digital coworkers into their prospecting practices to identify opportunities, prioritize outreach, and build more consistent business development habits while reinforcing responsible use, data quality, and compliance requirements.
• Use CRM data, performance indicators, and field insights to monitor campaign participation, lead response, opportunity progression, advisor engagement, technology adoption, convergence referrals, finalist activity, and event outcomes—identifying execution gaps and recommending practical actions that improve follow-through and results.
• Enable retirement advisors to proactively identify and advance convergence opportunities across Employee Benefits, HR Consulting, Property & Casualty, Nonqualified Executive Benefits, and Wealth.
• Serve as the regional marketing liaison on high-value opportunities, partnering with advisors, market leaders, and national marketing to align messaging, tailor materials, coordinate preparation, and capture win/loss themes that strengthen future pursuits.
• Enable retirement plan advisors to build and strengthen centers-of-influence (COI) relationships with CPAs, ERISA attorneys, recordkeepers, TPAs, and other retirement ecosystem partners that generate qualified plan opportunities.
• Advise retirement advisors and market leaders on event strategy for seminars, webinars, sponsorships, industry conferences, plan sponsor education programs, COI events, and other prospecting initiatives—including audience selection, engagement objectives, lead-capture and follow-up approaches, and how success will be evaluated.
• Support the integration and onboarding of newly acquired and newly joined advisors and teams by connecting them with relevant marketing programs, growth resources, technology platforms, and enablement opportunities that accelerate adoption and field activation.

Requirements

• Strong consulting and facilitation skills, with the ability to turn strategy into practical action and influence stakeholders without direct authority.
• Strong understanding of pipeline and funnel marketing, including lead management, conversion, opportunity progression, and pipeline visibility.
• Proficiency with Salesforce and experience using CRM data to evaluate activity, identify opportunities, and inform recommendations.
• Ability to interpret data, recognize patterns, diagnose barriers, and identify successful practices that can be standardized and scaled across markets.
• Ability to adapt enterprise programs to local market needs while maintaining alignment with national strategy, standards, and priorities.
• Strong written, verbal, organizational, and relationship-management skills, with the ability to manage multiple stakeholders and priorities across a large geographic territory.
• Ability to travel throughout the West and Central regions as business needs require.
• Bachelor's degree in Marketing, Business, Finance, or a related field, or equivalent related experience
• 6+ years of experience in field marketing, advisor marketing, growth marketing, sales enablement, revenue operations, or a related discipline.
• Experience in the retirement plan industry, including defined contribution and/or defined benefit plans, or comparable institutional retirement experience, with a strong understanding of the retirement advisor and consultant role, the plan sponsor buying process, and advisor-led growth.

Preferred

• Familiarity with nonqualified executive benefit solutions, defined benefit plans, and/or other institutional asset pools.
• Experience supporting referral programs, COI strategies, and advisor-led event strategies.
• Experience driving cross-practice or converged growth.
• Experience driving adoption of AI-enabled sales, marketing, prospecting, or revenue-intelligence tools.
• Familiarity with Seismic, ZoomInfo, intent-data platforms, marketing automation, and reporting tools.
• Experience supporting the integration and onboarding of newly acquired or newly joined advisors and teams.
• Experience supporting competitive finalist presentations, RFP responses, or complex pursuit processes.