Principal Specialist

We are Addition Financial , a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen.

We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics!

SUMMARY:

The Marketing Principal Specialist is a highly organized, detail-oriented project manager responsible for leading the planning, coordination, and execution of marketing projects and initiatives from intake through completion. This individual contributor works collaboratively with Marketing team members and leaders across the organization to ensure projects are effectively prioritized, coordinated, and delivered on time, within scope, and in alignment with organizational objectives.

The Principal Specialist serves as a key liaison between Marketing and other departments, translating business needs into actionable marketing projects and coordinating the resources, timelines, approvals, and deliverables necessary for successful execution. The ideal candidate is adaptable and able to pivot quickly in a fast-paced environment while managing multiple priorities and deadlines.

This role utilizes project management principles, preferably including Agile methodologies and sprint planning, to improve workflow, visibility, prioritization, and efficiency. The Principal Specialist is also a steward of the Addition Financial brand, ensuring projects and deliverables are consistent with established brand standards, messaging, regulatory requirements, and the member experience.

ESSENTIAL DUTIES & RESPONSIBLITIES:

• Work closely with the Marketing Manager to plan, prioritize, coordinate, and execute Marketing projects and initiatives in alignment with department and organizational priorities.

• Serve as a project manager for assigned Marketing projects, campaigns, promotions, communications, and initiatives from project intake through completion.

• Develop and maintain project plans, timelines, task assignments, milestones, and deliverables to ensure projects remain on track.

• Coordinate with Compliance and other appropriate stakeholders to facilitate the review and approval of project and campaign assets, ensuring Marketing materials meet applicable regulatory, state, local, and organizational requirements before production or distribution.

• Participate in cross-functional and enterprise project teams as the Marketing project owner, taking responsibility for coordinating and completing all Marketing-related work, deliverables, timelines, and dependencies while collaborating with team members and leaders across departments to ensure Marketing objectives align with overall project goals.

• Utilize Agile project management principles, including sprint planning and prioritization, to organize work, manage competing priorities, and improve the efficiency and visibility of Marketing projects.

• Coordinate the development, review, approval, production, and delivery of marketing materials and communications across appropriate channels.

• Proactively identify project risks, challenges, dependencies, and resource needs and communicate issues to the Marketing Manager with recommended solutions.

• Demonstrate the ability to pivot quickly and effectively in a fast-paced, changing environment while maintaining project priorities, deadlines, and quality standards.

• Manage multiple projects…