Responsibilities

• Lead the building, development, and delivery of strategic omni-channel marketing plans.
• Be a subject matter expert and translate new technology - particularly in the areas of 1st party data marketing and CRM - into new marketing ideas for the client
• Show a strong understanding of differences in marketing to customers in different verticals and environments.
• Develop trusted, long-term relationships with key client contacts and executives.
• Ensure meaningful client value is delivered through a mix of best-practice solutions, skills, capabilities, and original thinking.
• Collaborate with team leadership (account management, operations, creative, analytics etc.), and partner agencies to turn ideas into executable plans
• Identify key data points and measurements to show the impact of our approach and strategy on the client’s business.

Requirements

• Experience working with Wealth Management (Financial Advisor) or Group Insurance clients within the B2B space.
• Bachelor’s Degree required.
• 10+ years of experience in data driven marketing – specifically CRM, email, online/offline media
• Deep understanding of the customer lifecycle and how messaging strategy drives the experience
• 5+ years working in an agency or consulting firm.
• Experience developing solutions to support the sale of new services to clients.
• Hands-on skills using data and research to drive decisions –proficiency in Excel and research tools.
• Strong writing, presentation and client facing communication skills. Experience translating data analysis into actionable marketing recommendations and presentations – proficiency in PowerPoint.
• Attention to detail and the ability to incorporate internal and external
• feedback on an iterative basis.

Benefits

• Medical, vision, and dental insurance,
• Life insurance,
• Short-term and long-term disability insurance,
• 401k,
• Flexible paid time off,
• At least 15 paid holidays per year,
• Paid sick and safe leave, and
• Paid parental leave.