Responsibilities

• Develops and executes marketing initiatives that support Retirement Plan Services’ business development, client retention, budget, and brand objectives.
• Develops, documents, and tracks campaign metrics, performance, overall effectiveness, and business impact.
• Serves as a strategic thought partner and the primary liaison between the Retirement Plan Services team, SWBC’s corporate marketing department, and outside marketing partners or vendors.
• Creates, formats, edits, and updates sophisticated PowerPoint presentations for client meetings, finalist presentations, proposals, educational initiatives, and internal leadership discussions.
• Translates complex investment, fiduciary, retirement plan, and business information into clear, visually compelling, executive-ready materials.
• Coordinates recurring client deliverables, including meeting materials, client review packages, investment review materials, fiduciary support documentation, and follow-up communications.
• Partners with internal clients to support proposals, RFP responses, finalist presentations, sales enablement materials, client retention initiatives, and other business development efforts.
• Writes, edits, and produces thought leadership, marketing collateral, presentations, email campaigns, blogs, digital content, announcements, and other communications for retirement plan sponsor audiences.
• Manages marketing and client deliverable projects from initial request through completion, including timelines, content collection, review cycles, approvals, production, and distribution.
• Maintains organized tracking of projects, deadlines, approvals, recurring deliverables, and outstanding action items.

Requirements

• Bachelor’s degree in marketing, communications, advertising, business, or a related field from an accredited college or university, or equivalent relevant work experience.
• At least three (3) years of experience in marketing, communications, presentation development, client deliverables, sales enablement, or a related role.
• Experience supporting a B2B, professional services, financial services, or similarly complex business environment.
• Advanced PowerPoint and presentation development skills, including the ability to quickly transform complex information into polished, accurate, executive-ready materials.
• Strong proficiency in Microsoft 365, particularly PowerPoint, Word, Excel, Outlook, Teams, and SharePoint.
• Excellent writing, editing, proofreading, and verbal communication skills.
• Strong visual judgment and the ability to organize information clearly and consistently across presentations and other materials.
• Exceptional attention to detail, including when working with data, financial information, formatting, deadlines, and compliance-sensitive content.
• Strong project management and organizational skills, with the ability to manage multiple priorities, recurring deliverables, stakeholders, and deadlines simultaneously.
• Demonstrated ability to follow projects through to completion with accuracy, urgency, and accountability.

Preferred

• Experience supporting retirement plan advisory services, ERISA fiduciary services, investment consulting, recordkeeping, employee benefits, wealth management, asset management, or another regulated financial services business.
• Familiarity with employer-sponsored retirement plans, plan sponsor audiences, fiduciary committees, investment review materials, or compliance-sensitive client communications.
• Experience creating client meeting materials, quarterly or annual review packages, proposals, RFP responses, finalist presentations, or sales enablement materials.
• Experience coordinating recurring client deliverables, approval workflows, deadline tracking, and follow-up across multiple stakeholders.
• Experience with CRM, marketing automation, analytics, project management, design, or content management platforms.
• Experience with Salesforce, HubSpot, Google Analytics, Adobe Creative Cloud, Canva, Monday.com, Asana, or comparable platforms.
• Experience coordinating work with a centralized corporate marketing team, outside marketing agency, freelance designer, printer, or other external vendor.
• Experience working with financial data, investment-related content, or executive and board-level materials.

Benefits

• Competitive overall compensation package
• Work/Life balance
• Employee engagement activities and recognition awards
• Years of Service awards
• Career enhancement and growth opportunities
• Leadership Academy and Mentor Program
• Continuing education and career certifications
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans
• Lucrative Wellness Program