Senior Marketing Specialist

Responsibilities

• Support the Marketing Director in executing the CU Growth Strategy, including the Acquire, Convert, and Expand marketing plays, measuring program performance and iterating to meet 2027 growth goals across prospective and affiliated credit unions.
• Manage GrowthLine and MarketingCentral program projects for affiliated CU programs end-to-end, working alongside key agency partners and CU investment services/marketing teams to close member-penetration gaps.
• Execute CU-specific demand generation programs, including LinkedIn account-based marketing (ABM) targeting CU executives, email/drip nurture campaigns, and CU-focused content and landing pages on cetera.com. Own the CU-focused content plan for Cetera.com.
• Build and maintain CU-specific marketing assets, including the CU value proposition, HOV materials, transition success stories and case studies, testimonials, and presentations that support both prospective CU acquisition and CU program manager buy-in.
• Support CU industry presence and thought leadership, including conference marketing (PROCU, GAC, MAXX, BISA), sponsored content and research partnerships (e.g., Credit Union Times, Kehrer Group), and executive visibility for CFI leadership.
• Plan, develop, and execute member-, client-, and advisor-facing email, content, newsletter, announcement, and lifecycle communications through Salesforce Marketing Cloud.
• Lead consultation reviews of digital-presence audits for affiliated credit unions, providing guidance on recommended action items across SEO/AEO, website, social media, and overall marketing strategy.
• Build creative briefs and articulate deliverables so work delivers against defined marketing strategy and plans; provide timely, thoughtful, and actionable feedback.
• Develop advisor- and credit-union-facing collateral, toolkits, playbooks, training materials, and onboarding support, collaborating with the compliance team to ensure all content is approved for use.
• Partner with CFI leadership, New Business Development, growth teams, participating credit unions, digital, analytics, Salesforce, communications, creative, and compliance teams to plan and execute marketing initiatives; communicate objectives and timelines with clear instructions for promotion or use.

Requirements

• Bachelor’s degree in Marketing, Communications, Business, or a related field.
• 5+ years of relevant marketing experience, including experience with executing end-to-end consumer-facing campaigns.
• Experience in financial services, credit unions, banking, wealth management, broker-dealer, or financial institution environments is required
• OR equivalent combination of experience and education in lieu of above.
• Working knowledge of digital marketing channels, including SEO/AEO, paid media, email marketing, webinars, and social media.
• Ability to manage multiple concurrent marketing initiatives and coordinate work across advisors and cross-functional stakeholders.
• Ability to work within a matrixed organization with shared services and compliance oversight.
• This role is hybrid and requires regular, in‑person attendance during scheduled workdays in accordance with the Company’s Hybrid Workplace Policy
• Travel up to 10%.

Preferred

• Supporting B2B2C marketing programs, financial institution partnerships, or member/customer-focused marketing strategies.