Sr. Director, Marketing - Retirement & Wealth (Remote)
Oak Brook, IL (Remote)
Posted 3 days ago
Job Summary
Own and lead the marketing organization and go-to-market strategy across product, segment, brand, demand generation, and account-holder engagement, driving transformation, team development, strategic advisory, and a comprehensive plan and budget.
- Own the annual marketing and go-to-market plan and budget
- Build and lead a multidisciplinary marketing organization and growth programs
- Advise business leadership on growth priorities and market strategy
Job Description
Responsibilities
- Marketing Organization and Business Leadership: Build and lead a multidisciplinary marketing organization spanning product and segment marketing, brand and communications, demand generation, digital and lifecycle marketing, sales enablement, creative services, marketing operations, and the Account Holder Engagement capability.
- Marketing Organization and Business Leadership: Lead the transition from shared-services support to a dedicated operating model, establishing the organization's structure, talent strategy, governance, processes, performance expectations, and culture of accountability, collaboration, innovation, and continuous improvement.
- Marketing Organization and Business Leadership: Recruit, develop, and coach a high-performing team and determine the right mix of dedicated talent, shared capabilities, agencies, vendors, and other external expertise.
- Marketing Organization and Business Leadership: Serve as a strategic advisor to business leadership on growth priorities, market expansion, client diversification, customer experience, and reputation, aligning Sales, Product, Client Engagement, Technology, Operations, and other stakeholders around shared goals.
- Marketing Organization and Business Leadership: Own the annual marketing and go to market communications plan and budget, aligning priorities, resources, investments, roadmaps, capabilities, and performance goals with business strategy and financial objectives.
- Product, Segment, and Go-to-Market Strategy: Lead integrated B2B, B2C, and B2B2C strategies across institutional, intermediary, partner, employer, and individual account-holder audiences.
- Product, Segment, and Go-to-Market Strategy: Use customer research, competitive intelligence, segmentation, and market insights to develop differentiated positioning, value propositions, messaging, and commercialization plans.
- Product, Segment, and Go-to-Market Strategy: Build repeatable go-to-market approaches for products, strategic partnerships, acquisitions, platform transitions, and market-expansion opportunities.
- Product, Segment, and Go-to-Market Strategy: Develop co-marketing programs with recordkeepers, advisors, third-party administrators, financial institutions, and other strategic partners to advance shared growth and client engagement.
- Brand, Communications, Content, and Experiences: Own Retirement & Wealth brand positioning, messaging, standards, and reputation across internal, external, executive, and customer communications.
Requirements
- Bachelor's degree or equivalent combination of education and relevant professional experience required; advanced degree preferred.
- 15+ years of progressive marketing experience, including 7+ years leading multidisciplinary teams.
- Deep financial services experience, preferably in retirement, wealth, employee benefits, or fintech.
- Demonstrated success building or transforming marketing organizations, including talent, operating models, processes, technology, budgets, external partners, and organizational change.
- Experience developing B2B, B2C, and B2B2C strategies across institutional, intermediary, partner, employer, and individual customer audiences.
- Proven ability to connect product marketing, demand generation, lifecycle engagement, communications, and sales enablement to measurable growth.
- Strong command of segmentation, customer insights, digital marketing, marketing technology, analytics, attribution, and ROI measurement.
- Leadership experience across brand, internal and external communications, executive communications, public relations, thought leadership, events, sponsorships, crisis communications, and reputation management.
- Experience leading complex cross-functional initiatives and customer communications in a regulated environment, including appropriate privacy, consent, and compliance governance.
- Executive presence, strong storytelling and influencing skills, sound judgment, and a hands-on leadership style.
Benefits
- Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
Inspira Financial is your devoted health, wealth, retirement, and benefits administrator. We work with organizations and individuals to navigate paths towards a better future and turn everyday actions into life-changing impact. We believe that together, we have the power to enrich lives. We take on the incremental, the complex, and the time-consuming—providing solutions that strengthen and simplify the health and wealth journey. Inspira Financial is the brand name used for products and services provided by one or more of the Inspira Financial group of companies, including Inspira Financial Trust, LLC (formerly known as Millennium Trust Company, LLC) and Inspira Financial Health, Inc. (formerly known as PayFlex Systems USA, Inc.). Retirement and custody services are provided by Inspira Financial Trust, LLC and consumer directed benefits are administered by Inspira Financial Health, Inc. Inspira Financial Trust, LLC and Inspira Financial Health, Inc. are affiliates. Inspira Financial Trust, LLC and its affiliates perform the duties of a directed custodian and/or an administrator of consumer directed benefits and, as such, do not provide due diligence to third parties on prospective investments, platforms, sponsors, or service providers, and do not offer or sell investments or provide investment, tax, or legal advice. Inspira and Inspira Financial are trademarks of Inspira Financial Trust, LLC.
Salaries
Posted range
$175K/yr – $250K/yr
Taken straight from the job posting.
Marketing Team
People
HR / Recruitment
Marketing Leadership




Funding
Funding History
- Jan 2019Private Equity
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