Developing and executing a strategic marketing plan
Partner closely with the Head of Retirement, Insurance and 529 Marketing and business stakeholders
Execute integrated marketing programs across multiple channels
Develop marketing initiatives designed to build awareness and engagement
Monitor campaign performance and recommend optimizations based on results
Help manage project timelines, budgets, and resources
Support key marketing initiatives
Build and maintain strong working relationships with internal stakeholders
Partner with sales, strategic accounts, and investment teams for product launches
Develop and execute product-focused and thematic marketing campaigns

Bachelor’s degree or equivalent experience
7–10 years of experience in financial services marketing, sales, or a related field
Experience supporting insurance, retirement, subadvisory, or institutional investment businesses preferred
Understanding of financial markets, investment products, and economic concepts
Series 7 and 63 preferred
Strong project management skills with the ability to manage multiple initiatives simultaneously
Excellent written and verbal communication skills
Creative problem solver with a strategic perspective and strong attention to detail
Digital-first mindset with experience leveraging modern marketing channels and technologies
Strong collaborator who builds effective partnerships across teams and functions
Self-starter with a proactive approach and the ability to anticipate business needs
Willingness to challenge existing approaches constructively and contribute innovative ideas.

Competitive medical, dental, and vision insurance to support your well-being
401(k) plan with a generous match
Three weeks of PTO in your first year
Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
Learning Education Assistance Program (LEAP)
Comprehensive benefits package including insurance and disability benefits

Senior Client Marketing Manager – Retirement & Insurance

Key skills