Vice President of Marketing

Job Overview: The Vice President of Marketing will lead the execution and performance of the company's marketing strategy, with a focus on driving advisor acquisition, engagement, and premium growth.

This role is responsible for scaling marketing programs, enhancing digital and demand generation capabilities, and ensuring marketing is tightly aligned with sales and distribution objectives. The VP will partner closely with sales, product, and distribution leadership to deliver effective, compliant, and data-driven marketing initiatives.

The ideal candidate is a hands-on, performance-oriented marketing leader with deep experience in financial services and advisor-based distribution models.

Job Details

What You'll Do

Lead & Execute Growth Marketing Strategy

• Lead execution of the company's marketing strategy aligned with growth and distribution goals.
• Translate complex annuity products into clear, compelling messaging for financial professionals and their clients.
• Support positioning of the company within the retirement income and FIA marketplace.

Drive Advisor & Distribution Marketing

• Develop and scale marketing programs that drive engagement with:
  • Independent insurance agents

• Registered representatives
• RIAs
• IMOs and FMOs
• Broker-dealers and financial institutions
• Partner with sales leadership to support advisor recruitment, onboarding, and retention.
• Build marketing tools and programs that help advisors:
• Grow their practices
• Educate clients on retirement income strategies
• Integrate annuities into holistic financial plans

Lead Digital & Demand Generation

• Build and optimize digital marketing capabilities, including:
• Advisor acquisition funnels
• Marketing automation
• CRM-driven campaigns
• Paid media and performance marketing
• Content and education platforms
• Own marketing contribution to pipeline, lead generation, and advisor growth.
• Continuously improve campaign performance through analytics, testing, and optimization.

Product Marketing & Go-to-Market Execution

• Partner with product and actuarial teams to bring new annuity solutions to market.
• Execute go-to-market strategies for new products, riders, and index strategies.
• Develop clear product positioning and competitive differentiation within the FIA market.
• Support internal training and enablement for sales and distribution teams.

Brand & Communications

• Support development and consistency of brand positioning across all channels.
• Oversee marketing communications, PR, and industry presence.
• Ensure messaging aligns with the company's value proposition and target audiences.

Analytics & Performance Management

• Establish and manage KPIs aligned with sales growth and distribution expansion.
• Track marketing performance across campaigns, channels, and advisor engagement.
• Implement attribution and reporting frameworks to measure ROI and optimize spend.

Team Leadership & Operations

• Lead and scale a high-performing marketing organization across:
• Digital marketing
• Product marketing
• Brand and creative
• Distribution marketing
• Marketing operations and analytics
• Foster a culture of accountability, collaboration, and continuous improvement.
• Optimize processes, workflows, and resource allocation to improve efficiency and impact.

Compliance & Regulatory Alignment

• Ensure all marketing materials meet FINRA, SEC, and state insurance regulatory requirements.
• Partner with compliance and legal teams to streamline review and approval processes.
• Maintain strong adherence to insurance marketing standards.

Job Requirements

What You Bring

Experience

• 10–15+ years of progressive marketing experience in the B2B2C space
• Demonstrated leadership experience
• Strong background in financial services, insurance, wealth management, or retirement solutions.
• Experience marketing through advisor-based distribution channels (IMOs, FMOs, broker-dealers, RIAs).
• Proven track record of driving measurable growth through marketing programs.
• Experience working in regulated environments.

Leadership Profile

• Hands-on, execution-focused marketing leader.
• Strong operator with the ability to scale programs and teams.
• Data-driven mindset with a focus on performance and ROI.
• Effective collaborator across sales, product, and executive stakeholders.
• Clear communicator with the ability to simplify complex concepts.

Preferred Background

• Experience within an annuity carrier or retirement income firm.
• Familiarity with Fixed Index Annuities and related product structures.
• Experience building or scaling digital marketing capabilities.
• MBA or advanced business degree preferred.

What Success Looks Like

In this role, you will:

• Increase advisor recruitment, engagement, and retention
• Drive measurable growth in marketing-generated pipeline and premium
• Improve performance of digital and demand generation channels
• Strengthen alignment between marketing and sales
• Build a scalable, efficient marketing function that supports continued growth

Why This Role Matters

The retirement landscape is evolving rapidly, with increasing demand for protected growth and guaranteed income solutions. This role plays a key part in accelerating the company's growth by strengthening how we engage financial professionals and bring our solutions to market.

As Vice President of Marketing, you will directly impact advisor adoption, distribution expansion, and overall business performance.