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Position Title: Sr. Customer Growth Retirement Marketing Specialist

Duration: 3+ months with the potential to extend/convert full-time

Hours: 25-30 hours a week with potential to increase

Location: Remote, EST/CST Hours

This job requires both marketing experience and strong financial services background, preferably with Broker-Dealer, RIA, Retirement, Regional Bank and/or National Account marketing background

Key Responsibilities

• Partner with Marketing colleagues and Sales team to understand the various needs by channel focus that translate into effective marketing tactics and strategies
• Create and support marketing deliverables that align to business priorities specific for Broker-Dealers, RIAs, Retirement, Regional Banks, and, focus products to key advisor segments
• Write and partner with Creative, Compliance, and Digital Marketing team to deliver quality leads to help drive business growth
• Help drive demand for products based on product availability, firm-specific research, tailored advisor tracks, and a deep understanding of product platform availability at Broker-Dealers
• Partner with Marketing colleagues to implement integrated campaigns to enhance Distribution effectiveness in driving positive net flows through Broker-Dealers, RIAs, Retirement, and Regional Banks
• Execute on channel-specific events to help guide and develop agendas that will make an impact based on targeted audience
• Maintain rules of engagement with key firms, including appropriate firm reviews and approvals
• Collaborate with senior CGM team members and Insights team to identify and achieve key campaign segmentation opportunities, data-driven KPIs, and end-to-end measurement tracks
• Monitor and analyze campaign performance, providing insights and recommendations to optimize engagement and advisor reach

Key Behavioral Expectations

• Drives for results
• Creates Culture of Collaboration
• Communication & Engagement
• Unleashes Innovation
• Agility & Adaptability

Minimum Qualifications

• BA/BS or equivalent
• 7-10 years industry experience, Broker-Dealer, RIA, and/or Retirement marketing experience preferred
• Job requires both marketing experience and strong financial services background, preferably with Broker-Dealer, RIA, Retirement, Regional Bank and/or National Account marketing background

Knowledge, Skills & Abilities Required

• Ability and desire to lead and support various initiatives with a collaborative, roll-up-your-sleeves mindset
• Demonstrates a strong work ethic and commitment to team and organization
• Responsive yet thoughtful to external firm/client requests
• Results driven - seeks to learn and enhance marketing initiatives based on data/results (quantitative/qualitative)
• Ability to think creatively and has the enthusiasm to present new ideas
• Must thrive working in a fast-paced, start-up environment, remaining flexible, proactive, resourceful, and efficient
• Excellent written and verbal communication and interpersonal skills
• Highly organized, project management skills, and proficient at working independently to manage tight deadlines
• Financial services experience required, preferably within the asset management space

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