Execute cross-functional marketing campaigns to support the sale of company products and services in mutual funds, annuities, life insurance, employee benefits, and retirement.

Responsibilities

  • Manage digital and promotional activities related to strategy, execution and reporting.
  • Execute campaigns to drive growth strategies for assigned products and channels.
  • Partner with Sales, Marketing, and Product to define goals and key performance indicators.
  • Perform campaign analytics reporting and review; help create plans based on learnings, and translate into actionable plans; evaluate program effectiveness using qualitative and quantitative methods.
  • Report on productivity, priorities, issues, and opportunities for improvement.
  • Ensure adherence to established processes and workflows related to end-to-end campaign strategy, creative execution, optimizing for performance, and troubleshooting; identify and recommend new processes and workflows as needed.
  • Collaborate with cross-functional leaders to ensure delivery of superior customer service and operational excellence.
  • Serve as an internal escalation point for campaign related issues.
  • Partner with stakeholders to set up and kick off assigned projects, manage stakeholder and Compliance reviews, and finalize, then post assets within project scope, budget and timeline. 
  • Excel in a fast-paced, deadline-driven environment, while managing a high volume of projects at one time to ensure effective and on-time execution.  
  • Manage the creation of data-driven Mutual Funds materials (e.g., fact sheets, commentaries, pitch books) to ensure compliant, timely and error-free delivery, overseeing initiatives to resolve reporting inconsistencies and improve content reliability. 
  • Collaborate on opportunities to streamline and automate workflows, and utilize templates and technology, to improve the accuracy, efficiency, and scalability of marketing efforts. 
  • Serve as an internal point of contact for project, website and data-related issues, working with stakeholders and vendors to ensure systems are functional and accurate. 
  • Support efforts to execute and validate monthly and quarterly data workflows used for content generation. 


Qualifications

  • Bachelor’s degree in marketing, business, communications, or equivalent experience
  • Five years of experience in marketing communications, digital marketing or project management
  • Experience developing and executing digital campaigns, marketing programs and complex projects
  • Thorough understanding of traditional and digital platforms
  • Technical acumen to design campaigns that optimize the use of marketing platforms
  • Creative thinker
  • Excellent communication and relationship building skills
  • Organizational skills and the ability to manage multiple projects in a fast-paced environment


Preferred Qualifications

  • Experience with change management
  • Familiarity with content management, workflow and other marketing tools such as CMD, CRM, DAM, Workflow, Salesforce Marketing Cloud, Workfront
  • Financial services industry experience
  • Familiarity with tools such as Alteryx and Kurtosys, with hands-on experience managing data workflows, producing error-free deliverables, and implementing creative and process enhancements that accelerate project timelines, while maintaining accuracy. 

The Salary for this position generally ranges between $79,000 - $86,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion