Chief Marketing & Digital Officer, Filene

At Tru Stage, we're on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what's possible. We need you to help us shape what's next.

You'll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work:
Tru Stage awards and recognition

Role Responsibilities

Marketing Strategy & Leadership

• Set and lead Filene's overall marketing and audience growth strategy, aligned with the organization's mission, research agenda, and strategic priorities.
• Translate Filene's research and insights into compelling, accessible content and experiences that drive member engagement and industry influence.
• Continue to shift our marketing approach from product-based to needs-based storytelling, with measurable impact and ROI.
• Lead events strategy and execution including pre-, during-, and post-event activities to maximize return on investment.
• Identify opportunities to expand Filene's reach and visibility through partnerships, media, and public relations.
• Oversee analytics implementation and reporting, translating data into decisions and communicating digital performance to leadership clearly and consistently.
• Provide day-to-day leadership for the Marketing team, coaching and developing team members while ensuring high performance and alignment with organizational goals.

Digital Member Experience

• Own the end-to-end digital member experience across web, mobile, and AI-powered platforms from first interaction through ongoing engagement and renewal.
• Lead the evolution of Filene.org as a digital product: a research delivery platform, engagement hub, and lead-generation engine.
• Define and implement a best-in-class digital experience for a membership-driven research organization. Design and optimize digital journeys across audience segments so members encounter the right insights, tools, and experiences at the right time.
• Champion UX/UI excellence and establish web design standards across Filene's digital ecosystem.
• Ensure Filene's research and insights are discoverable through SEO, GEO, and other AI-driven search environments.
• Use digital analytics, experimentation, and behavioral data to continuously improve engagement and conversion across member touchpoints.

AI & Emerging Technologies

• Lead the development and evolution of AI-powered experiences, including the launch of Ask Filene, a conversational interface for delivering research insights.
• Evaluate AI vendors, platforms, and solutions; guide build-versus-buy decisions.
• Identify opportunities to apply AI and automation to improve content discovery, personalization, and member engagement.
• Stay current on emerging technologies and bring practical, strategic recommendations to leadership.

CRM, Data & Marketing Technology

• Lead the development of Filene's marketing technology ecosystem, including CRM, analytics, and marketing automation platforms.
• Ensure systems integrate website behavior, email engagement, event participation, and membership data to create a unified view of each member.
• Develop lead lists and nurture campaigns; drive automation through CRM capability.
• Partner with the Sales team on go-to-market execution, delivering scored lead lists, marketing collateral, and campaigns that drive revenue.
• Advance data-driven marketing practices through improved audience segmentation, reporting, and experimentation.

General & Administrative

• Model Filene Credo and play a key role in maintaining the culture of the organization through personal and cross-functional accountabilities.
• Demonstrate visible, values-driven leadership that inspires trust, motivates teams, and develops future leaders while fostering collaboration and accountability across the enterprise.
• Actively support the achievement of Filene's strategic objectives, plan, budget, and metrics in a manner consistent with Filene's mission, values, and brand.
• Provide extraordinary service to Filene's staff, members, and stakeholders.
• Understand and engage in Filene's complete body of work including research and advisory programs to connect member needs with Filene solutions that can best meet those needs.
• Prioritize and manage workload across several projects simultaneously, demonstrating the ability to shift gears when necessary to meet key deadlines.

The statements above are not intended to be all-inclusive and other duties will be assigned as needed.

Role Requirements

• Bachelor's degree required;
  Master's degree in business or related field preferred.
• 10+ years of progressive leadership experience in marketing, digital strategy, or digital product development, including senior roles such as CMO, VP of Marketing, Head of Digital, or equivalent.
• Demonstrated success leading digital transformation initiatives that…