Responsibilities

• Design, develop and execute multi-channel marketing programs that drive advisor engagement, leveraging audience needs and insights to connect employees with relevant financial support and ultimately drive Employee Planning growth.
• Analyze program and advisor engagement performance to identify opportunities, optimize marketing effectiveness and inform the ongoing evolution of program design.
• Develop a deep understanding of employee financial needs, behaviors and preferences to help define audience segments and translate their needs into relevant positioning, messaging and marketing experiences that drive engagement with EFE’s products and services.
• Partner with the Engagement Center, Product, Analytics and other cross-functional teams to gather insights, identify opportunities and inform the development and optimization of Employee Planning marketing programs.
• Support the project management of other programs within Integrated Marketing as needed

Requirements

• Bachelor’s Degree in Marketing, Business, or other related field
• 3-5 years of consistent track record delivering compelling and impactful work in relatable roles
• Passion for research and a dedication and desire to understand users and their preferences
• A creative thinker/storyteller who can bring new, outside-the-box ideas to the table
• Strong writing skills including an ability to simplify complex concepts
• Experience collaborating with creative partners (i.e. writers, designers) to bring a vision to life
• Ability to develop successful cross-functional partners within and outside of marketing
• Organized and detail-oriented with the ability to ensure projects are led effectively and efficiently

Preferred

• Experience in the financial services industry preferred