Marketing Manager - Retirement Plan Services

SWBC is seeking a talented individual to support its Retirement Plan Services investment advisory business. This role combines hands-on marketing execution with the development, management, and coordination of client-facing presentations, recurring client deliverables, sales materials, and select business support activities. The ideal candidate is an accomplished communicator and presentation developer who can turn complex financial and retirement plan information into clear, polished, executive-ready materials.

This person will serve as a central point of coordination among Retirement Plan Services leadership, advisory and investment professionals, SWBC’s corporate marketing team, and outside marketing resources. Success in this position requires creativity, attention to detail, proactiveness, responsiveness, and a willingness to support the team. This is an ideal opportunity for someone who enjoys contributing ideas and managing processes, but is equally comfortable executing established priorities, incorporating feedback, managing detailed deliverables, and learning a specialized financial services business.

You will have the opportunity to make a visible impact within a specialized and growing advisory business. Working closely with senior leaders and subject matter experts, you will help shape how Retirement Plan Services communicates with clients, prospects, and the broader marketplace. This is a hands-on role for someone who is equally comfortable developing a marketing concept, building an executive-level presentation, coordinating a recurring client deliverable, and stepping in to support the team’s business needs.

You will help create a consistent, polished experience for retirement plan sponsors and fiduciary committees while serving as a trusted resource to the professionals who support them.

• Develops and executes marketing initiatives that support Retirement Plan Services’ business development, client retention, budget, and brand objectives.
• Develops, documents, and tracks campaign metrics, performance, overall effectiveness, and business impact.
• Serves as a strategic thought partner and the primary liaison between the Retirement Plan Services team, SWBC’s corporate marketing department, and outside marketing partners or vendors.
• Creates, formats, edits, and updates sophisticated PowerPoint presentations for client meetings, finalist presentations, proposals, educational initiatives, and internal leadership discussions.
• Translates complex investment, fiduciary, retirement plan, and business information into clear, visually compelling, executive-ready materials.
• Coordinates recurring client deliverables, including meeting materials, client review packages, investment review materials, fiduciary support documentation, and follow-up communications.
• Partners with internal clients to support proposals, RFP responses, finalist presentations, sales enablement materials, client retention initiatives, and other business development efforts.
• Writes, edits, and produces thought leadership, marketing collateral, presentations, email campaigns, blogs, digital content, announcements, and other communications for retirement plan sponsor audiences.
• Manages marketing and client deliverable projects from initial request through completion, including timelines, content collection, review cycles, approvals, production, and distribution.
• Maintains organized tracking of projects, deadlines, approvals, recurring deliverables, and outstanding action items.
• Works closely with advisory, investment, client service, operations, compliance, sales, and leadership teams to ensure materials are accurate, timely, brand-consistent, and…