Marketing Manager

Job Title: Marketing Manager

Department: Marketing

FLSA Status: Exempt

Employment Type: Full Time

Work Hours: Monday through Friday; schedule flexibility as business needs require

Work Location: Remote, United States

Reports To: Chief Revenue Officer

Direct Reports: None

Pen Checks Trust is seeking a Marketing Manager to build and operate a scalable, data-driven marketing capability that strengthens the company's core B2B market presence and supports growth across its retirement distribution and IRA solutions. This individual contributor will partner closely with Revenue and Product to sharpen positioning, messaging, content, sales enablement, campaigns, lead generation, partner and client communications, thought leadership, and Pen Checks' overall presence in the market.

The Marketing Manager must quickly develop a strong understanding of the Pen Checks business and translate complex retirement and financial-services concepts into clear, accurate, and compelling messaging for multiple audiences, including clients, prospects, partners, advisors, and individual investors. The role will also bring B2C growth, conversion, and lifecycle expertise to Next Level IRA, with particular emphasis on improving the individual investor journey and converting individuals reached through Pen Checks' B2B relationships.

Experience in a B2B2C or partner-driven environment is especially valuable.

This role will assess current capabilities, establish the marketing strategy and operating rhythm, personally drive execution, manage external agencies and vendors, and create disciplined processes for planning, approvals, measurement, optimization, and executive reporting. The Marketing Manager reports to the Chief Revenue Officer and has no direct reports.

Assess current marketing capabilities, channels, tools, content, vendors, and performance to identify gaps and near-term priorities.

Co-develop and execute an integrated B2B marketing strategy, operating rhythm, budget, and roadmap aligned with Pen Checks' growth objectives and Revenue priorities.

Develop differentiated positioning, value propositions, messaging frameworks, and go-to-market plans for Pen Checks solutions, industries, buyer segments, partners, and channels.

Build Pen Checks' presence in the retirement market through targeted campaigns, thought leadership, industry content, public relations, digital channels, events, and strategic partnerships.

Coordinate marketing priorities with Revenue, Sales, Product, Customer Experience, Operations, Finance, Legal, and Compliance.

Partner closely with Revenue and Sales leadership to identify priority markets, accounts, audiences, opportunities, and campaigns that support pipeline development and revenue growth.

Plan, launch, and optimize B2B lead-generation, account-based, partner, cross-sell, and client-growth campaigns across paid, owned, earned, digital, email, content, social, and event channels.

Create and maintain sales enablement materials, including presentations, proposals, solution briefs, case studies, campaign assets, client-facing communications, talking points, and other tools that help the Sales team communicate value effectively.

Support lead capture, qualification, routing, nurture, and follow-up processes, and maintain disciplined campaign and prospect data in Salesforce, Marketing Cloud, or related systems.

Use client, prospect, sales, and campaign insights to improve targeting, messaging, content, channel mix, and conversion.

Develop a strong working understanding of Pen Checks' business, services, customers, partners, regulatory environment, and competitive position.

Translate complex retirement, IRA, financial-services, and operational concepts into compelling, audience-appropriate messaging for clients, prospects, partners, advisors, and participants.

Develop and manage an integrated content calendar spanning thought leadership, educational content, email communications, web content, social media, sales materials, industry commentary, product communications, and client or partner updates.

Maintain a consistent brand, voice, and message architecture while adapting content to the needs and knowledge level of each audience.

Partner with Product, Customer Experience, Operations, Legal, and Compliance to ensure communications are accurate, timely, differentiated, and appropriate for a…