Job Description

Key Responsibilities

Strategic Marketing Planning:
• Collaborate with the Line-of-Business (LOB) team to define business objectives, customer segments, and product offerings.
• Develop marketing plans that support sales and growth goals, leveraging market insights, competitor analysis, and customer behavior trends.
• Play key role in developing strategic briefs to guide marketing plans and go-to-market strategy.
• Engage research, stakeholders, and LOB teams to develop strategic messaging platforms to guide development of campaigns, content, and creative design.

Plan Monitoring:
• Ensure all campaigns are aligned with marketing plans, LOB objectives, and messaging platforms.
• Review and communicate campaign performance, identifying improvement and optimization opportunities.
• Works within project management system to track progress of marketing projects and serves as the subject matter expert for all channel marketing projects.
• Monitor LOB budgets ensuring alignment with annual plans and GTM activities.  

Stakeholder Collaboration:
• Act as a liaison between the LOB team, marketing teams, and external partners to ensure alignment on goals and deliverables.
• Support internal communication efforts to keep stakeholders informed about marketing initiatives and results.

KNOWLEDGE, SKILLS, ATTRIBUTES

Industry Expertise:
• Solid understanding of the Insurance and Retirement lines of business and their market environments.
• Familiarity with customer demographics, behavior, and key competitors.

Marketing Concepts:
• Proficiency in marketing strategy development, campaign planning, and execution.
• Knowledge of customer lifecycle marketing, segmentation, and targeting.
• Comprehensive knowledge of digital marketing channels, including social media, email, SEO/AEO, PPC, and content marketing.
• Expertise in leveraging paid, earned, and owned media for brand growth.

Data, Analytics, and Legal Standards:
• Strong understanding of metrics, including ROI, CAC, LTV, and engagement rates.
• Knowledge of A/B testing, audience segmentation, and personalization techniques.
• Awareness of data privacy regulations (e.g., GDPR, CCPA) and marketing compliance rules.
• Familiarity with ad and content guidelines for different platforms.

Strategic Planning:
• Ability to contribute to long-term marketing strategies that align with business objectives.
• Skills in prioritizing projects to achieve maximum impact within budget constraints.

Project Management:
• Expertise in managing cross-functional campaigns with multiple deliverables and deadlines.
• Strong organizational skills to oversee project timelines, budgets, and resources.
• Excellent written and verbal communication skills for creating compelling content and presentations.
• Ability to adapt messaging for different channels and audiences.

Collaboration and Analytical Thinking:
• Demonstrated ability to influence stakeholders, build alignment, and gain support for marketing strategies and priorities across Lines of Business and cross-functional teams.
• Experience mentoring junior associates or collaborating with teams across functions.
• Strong interpersonal skills to manage relationships with internal stakeholders and external partners.

Qualifications & Experience