Own the MarTech stack and roadmap to enable compliant marketing in financial services, owning lifecycle programs, cross‑functional alignment, and data governance that powers CRM, campaigns, and analytics.

• Own the marketing technology strategy by assessing the current MarTech stack, defining a forward-looking roadmap, and leading platform evaluation, selection, and implementation decisions
• Partner with the Marketing Automation team to optimize marketing automation infrastructure, including system configuration, integration design, data flows, and governance standards
• Develop lifecycle journey strategies across key audience segments in partnership with Marketing Automation and Content Strategy, translating business objectives and customer insights into actionable, measurable engagement programs
• Partner with IT and other stakeholders across the enterprise to ensure marketing systems are cleanly integrated, data is reliable, and the MarTech ecosystem scales with business needs
• Serve as a cross-functional connector across Marketing, Sales, and Operations, ensuring alignment on lead management, platform standards, and campaign execution
• Build and maintain documentation, playbooks, and training materials that enable the broader team to operate more effectively within the MarTech environment
• Contribute to marketing performance reporting, including platform analytics, campaign attribution, and executive-level insights on technology ROI
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Participate in other initiatives and/or projects as necessary.