Senior Client Marketing Manager – Retirement & Insurance

Responsibilities

• Developing and executing a strategic marketing plan
• Partner closely with the Head of Retirement, Insurance and 529 Marketing and business stakeholders
• Execute integrated marketing programs across multiple channels
• Develop marketing initiatives designed to build awareness and engagement
• Monitor campaign performance and recommend optimizations based on results
• Help manage project timelines, budgets, and resources
• Support key marketing initiatives
• Build and maintain strong working relationships with internal stakeholders
• Partner with sales, strategic accounts, and investment teams for product launches
• Develop and execute product-focused and thematic marketing campaigns

• Bachelor’s degree or equivalent experience
• 7–10 years of experience in financial services marketing, sales, or a related field
• Experience supporting insurance, retirement, subadvisory, or institutional investment businesses preferred
• Understanding of financial markets, investment products, and economic concepts
• Series 7 and 63 preferred
• Strong project management skills with the ability to manage multiple initiatives simultaneously
• Excellent written and verbal communication skills
• Creative problem solver with a strategic perspective and strong attention to detail
• Digital-first mindset with experience leveraging modern marketing channels and technologies
• Strong collaborator who builds effective partnerships across teams and functions
• Self-starter with a proactive approach and the ability to anticipate business needs
• Willingness to challenge existing approaches constructively and contribute innovative ideas.