Execute cross-functional marketing campaigns to support the sale of company products and services in mutual funds, annuities, life insurance, employee benefits, and retirement.
Manage digital and promotional activities related to strategy, execution and reporting.
Execute campaigns to drive growth strategies for assigned products and channels.
Partner with Sales, Marketing, and Product to define goals and key performance indicators.
Perform campaign analytics reporting and review; help create plans based on learnings, and translate into actionable plans; evaluate program effectiveness using qualitative and quantitative methods.
Report on productivity, priorities, issues, and opportunities for improvement.
Ensure adherence to established processes and workflows related to end-to-end campaign strategy, creative execution, optimizing for performance, and troubleshooting; identify and recommend new processes and workflows as needed.
Collaborate with cross-functional leaders to ensure delivery of superior customer service and operational excellence.
Serve as an internal escalation point for campaign related issues.
Partner with stakeholders to set up and kick off assigned projects, manage stakeholder and Compliance reviews, and finalize, then post assets within project scope, budget and timeline.
Excel in a fast-paced, deadline-driven environment, while managing a high volume of projects at one time to ensure effective and on-time execution.
Manage the creation of data-driven Mutual Funds materials (e.g., fact sheets, commentaries, pitch books) to ensure compliant, timely and error-free delivery, overseeing initiatives to resolve reporting inconsistencies and improve content reliability.
Collaborate on opportunities to streamline and automate workflows, and utilize templates and technology, to improve the accuracy, efficiency, and scalability of marketing efforts.
Serve as an internal point of contact for project, website and data-related issues, working with stakeholders and vendors to ensure systems are functional and accurate.
Support efforts to execute and validate monthly and quarterly data workflows used for content generation.

Requirements

Bachelor’s degree in marketing, business, communications, or equivalent experience
Five years of experience in marketing communications, digital marketing or project management
Experience developing and executing digital campaigns, marketing programs and complex projects
Thorough understanding of traditional and digital platforms
Technical acumen to design campaigns that optimize the use of marketing platforms
Creative thinker
Excellent communication and relationship building skills
Organizational skills and the ability to manage multiple projects in a fast-paced environment
Familiarity with content management, workflow and other marketing tools such as CMD, CRM, DAM, Workflow, Salesforce Marketing Cloud, Workfront
Financial services industry experience
Familiarity with tools such as Alteryx and Kurtosys, with hands-on experience managing data workflows, producing error-free deliverables, and implementing creative and process enhancements that accelerate project timelines, while maintaining accuracy.

Benefits

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

digital marketingcampaign analyticsdata workflowsproject managementmarketing programscontent generationcreative executionperformance optimizationcompliance adherencereporting

Soft Skills

communication skillsrelationship buildingorganizational skillscreative thinkingproblem solvingcollaborationtime managementadaptabilityattention to detailstrategic thinking