Responsibilities

• Build and execute the annual Everyday 401(k) marketing plan for Business Banking, partnering with key stakeholders to define objectives, target segments (e.g., solopreneurs, employer groups), channel mix, and quarterly priorities.
• Create a steady marketing drumbeat that drives sustained awareness and enrollment for Everyday 401(k) within Business Banking, using a mix of always-on and campaign-based motions.
• Partner with Product and Sales leadership to translate the Everyday 401(k) roadmap into actionable go-to-market plans, including positioning, messaging, audience strategy, and channel selection aligned to Business Banking priorities.
• Own email marketing strategy and execution, including campaign calendar, segmentation, lifecycle/trigger opportunities, creative requirements, testing strategy, and performance optimization.
• Own and optimize the Everyday 401(k) digital property experience (e.g., Storefront 2.0) for Business Banking journeys, ensuring the path from discovery to education to application is clear, compliant, and conversion-focused.
• Manage disclosures and maintain a strong control environment, ensuring marketing materials, claims, and journeys follow required legal, risk, and compliance review/approval processes.
• Own performance scorecards and reporting, including monthly scorecards, ongoing KPI monitoring, and clear readouts of insights and actions to senior stakeholders.
• Support other high-impact initiatives, such as Wealth Management testing expansion or related cross-line-of-business experiments, based on evolving Business Banking priorities

Requirements

• Bachelor’s degree (4-year) in Business, Marketing, Communications, or a related field.
• Demonstrated ability to take initiative, own outcomes, and drive measurable results in a fast-paced, cross-functional environment.
• Strong experience developing and delivering multi-channel marketing strategies (e.g., email, owned digital, paid media, social) from planning through execution and optimization.
• Proven ability to translate business goals and product roadmaps into clear go-to-market plans (positioning, messaging, audience strategy, and channel mix).
• Strong analytical and problem-solving skills, including defining success metrics, partnering on measurement, and using performance insights to improve strategy and execution.
• Excellent executive communication and storytelling skills, including building presentations that drive alignment and decisions.
• Strong program/project management skills, including managing timelines, dependencies, creative workflows, and approvals across multiple stakeholders.
• Experience operating within a rigorous controls environment, ensuring marketing activity meets legal, risk, and compliance standards (including disclosure management).

Preferred

• Experience marketing to small business customers and/or within Business Banking (acquisition, engagement, field enablement, digital journeys)
• Experience marketing regulated financial products (retirement, investing, benefits, or adjacent solutions), including comfort navigating disclosures and claim substantiation
• Strong testing and optimization capability (offer testing, funnel conversion testing, landing page optimization, UX research partnership)
• Strong stakeholder management and ability to influence across Product, Analytics, Legal/Compliance, Operations, Creative, channel execution, and BRM/field teams
• Builder mindset – resourceful, comfortable with ambiguity, and able to establish repeatable operating rhythms (campaign calendars, governance, reporting)

Benefits

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching and more