Responsibilities

• Segment Strategy & Go-to-Market Planning: - Develop and execute marketing plans aligned to strategic growth objectives for retirement market segments. - Utilize market intelligence, competitive insights, audience research, and sales feedback to refine segment positioning and value propositions. - Partner with business stakeholders to identify opportunities to expand distribution, improve market penetration, and increase engagement among key audiences. - Monitor campaign and program performance and recommend optimizations based on business results and market trends. Custom Solutions Marketing: - Lead marketing support for custom retirement plan solutions. - Develop messaging frameworks, sales enablement assets, campaign content, and educational resources that communicate solution value and differentiation. - Collaborate with product and sales teams to bring new solution enhancements and offerings to market. - Support advisor and intermediary adoption through targeted awareness and engagement initiatives. Advisor Campaigns & Engagement: - Plan and execute advisor-focused marketing campaigns across email, digital, webinar, content, social and event channels. - Partners with manager to enhance audience segmentation strategies and nurture programs designed to increase advisor awareness, engagement, and adoption of retirement solutions. - Coordinate campaign development with creative, production, digital, and analytics teams. - Ensure consistent messaging that aligns with brand standards and business priorities. TPA Market Development: - Serve as a marketing partner supporting Third Party Administrator (TPA) audiences and related distribution initiatives. - Create targeted programs that address TPA business challenges, opportunities, and market trends. - Develop educational content, webinars, sales tools, and thought leadership tailored to TPA stakeholders. - Partner with sales teams to improve market visibility and strengthen relationships within the TPA community. Cross-Functional Leadership: - Lead projects and workstreams across multiple business partners while managing competing priorities and deadlines. - Provide guidance and marketing expertise to stakeholders and less experienced team members. - Operate independently with limited supervision while ensuring alignment with enterprise goals and regulatory requirements.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience
• FINRA licenses are not required and will not be supported for this role.
• This role is eligible for hybrid work, with up to one day per week from home.

Preferred

• Deep understanding of retirement plan markets, advisor distribution, TPAs, intermediary channels, and client engagement strategies.
• Experience developing integrated marketing campaigns and go-to-market programs.
• Demonstrated ability to lead cross-functional projects and influence stakeholders without direct authority.
• Strong strategic thinking, communication, project management, and analytical skills.
• Proven ability to translate complex business concepts into compelling market-facing messaging.
• Experience working with compliance, legal, product, sales, and client-facing teams in a regulated environment.
• High proficiency with Adobe, Microsoft, Seismic or similar content management system
• Familiarity with Salesforce preferred

Benefits

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits