VP, Wealth Marketing

Houston, TX (Hybrid)

$183K/yr – $250K/yrSenior Level15+ years expFull time

Posted 4 months ago

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Job Summary

Drive wealth management client experience strategy and cross-functional program ownership across marketing and advisory teams.

  • Own end-to-end programs to retain and grow Wealth clients.
  • Must-have: 15+ years in group retirement and wealth management.
  • Standout: Cross-functional leadership spanning marketing and advisor enablement for end-to-end client journeys.

Job Description

Drive wealth management client experience and program ownership across marketing and advisory teams.

  • Develop new programs and communication strategies to help retain and build existing Wealth Management client relationships.
  • Build strategy and plans for attracting, onboarding and growing new Wealth clients.
  • Partner with and serve in a leading role with various areas of business to improve the overall Wealth client experience and drive core business objectives supporting retention and growth at each stage of the client journey.
  • Develop annual/monthly calendar and socialize with key business partners. Integrate planning with the line of business goals.
  • Work closely with Participant Marketing and Advisor Enablement Marketing teams to integrate the end-to-end experience for existing and new Wealth clients across the marketing organization and provide training and communications to financial advisors about wealth products and solutions.
  • Manage and optimize existing communication programs designed to drive wealth client engagement, education, and positive outcomes
  • National event multi-channel communication strategy development: Toolkit development and deployment Website updates Manage participant, plan sponsor, and key contact emails Lead campaign integration/campaign tracker management Quarterly statement content development and support Online messaging and participant portal support
  • Own wealth client webinar and client appreciation program strategy and execution.
  • Manage Wealth audience ‘event-in-a-box' creation, content and ongoing management to support elevated client events (in-person and virtual).
  • Build, deploy, and manage strategic wealth onboarding communications (including strategy and content development)
  • Build, deploy, and manage end-to-end triggered dynamic participant journeys including: Data management and integration Strategy and content development for all channels Measurement and analytics
  • Partner with Consumer Insights and Data teams to create a 360 data reporting strategy for campaigns and programs.
  • Lead and optimize list management processes to feed into marketing databases including RPI (Salesforce), Salesforce Marketing Cloud (email platform) and Advisor CRM.
  • 15+ years group retirement and wealth management experience
  • Confident communication, sound judgement, and the ability to influence senior leadership and external stakeholders in high-visibility situations.
  • Advanced relationship building skills and ability to work across matrixed organizations
  • Must have strong communication and presentation skills including large groups
  • Creative, outside-the-box thinking
  • Strong problem-solving skills
  • Ability to process and analyze complex information/data
  • Advanced multi-tasking skills
  • Deadline driven
  • Budget management skills
  • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
  • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
  • Employee Assistance Program: Confidential counseling services and resources are available to all employees.
  • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
  • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
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Corebridge

CoreBridge helps companies run their businesses efficiently with systems that manage all critical business processes in one, easy-to-access, place.

Founded in 2007
66 employees (3 in marketing)