Vice President of Marketing

Vice President of Marketing
The Vice President of Marketing will lead the execution and performance of the company's marketing strategy, with a focus on driving advisor acquisition, engagement, and premium growth.

Job Overview
This role is responsible for scaling marketing programs, enhancing digital and demand generation capabilities, and ensuring marketing is tightly aligned with sales and distribution objectives. The VP will partner closely with sales, product, and distribution leadership to deliver effective, compliant, and data-driven marketing initiatives.

The ideal candidate is a hands‑on, performance-oriented marketing leader with deep experience in financial services and advisor-based distribution models.

Job Details
What You’ll Do
Lead & Execute Growth Marketing Strategy

Lead execution of the company's marketing strategy aligned with growth and distribution goals.

Translate complex annuity products into clear, compelling messaging for financial professionals and their clients.

Support positioning of the company within the retirement income and FIA marketplace.

Drive Advisor & Distribution Marketing

Develop and scale marketing programs that drive engagement with:

Independent insurance agents

Registered representatives

RIAs

IMOs and FMOs

Broker-dealers and financial institutions

Partner with sales leadership to support advisor recruitment, onboarding, and retention.

Build marketing tools and programs that help advisors:

Grow their practices

Educate clients on retirement income strategies

Integrate annuities into holistic financial plans

Lead Digital & Demand Generation

Build and optimize digital marketing capabilities, including:

Advisor acquisition funnels

Marketing automation

CRM-driven campaigns

Paid media and performance marketing

Content and education platforms

Own marketing contribution to pipeline, lead generation, and advisor growth.

Continuously improve campaign performance through analytics, testing, and optimization.

Product Marketing & Go-to-Market Execution

Partner with product and actuarial teams to bring new annuity solutions to market.

Execute go-to-market strategies for new products, riders, and index strategies.

Develop clear product positioning and competitive differentiation within the FIA market.

Support internal training and enablement for sales and distribution teams.

Brand & Communications

Support development and consistency of brand positioning across all channels.

Oversee marketing communications, PR, and industry presence.

Ensure messaging aligns with the company's value proposition and target audiences.

Analytics & Performance Management

Establish and manage KPIs aligned with sales growth and distribution expansion.

Track marketing performance across campaigns, channels, and advisor engagement.

Implement attribution and reporting frameworks to measure ROI and optimize spend.

Team Leadership & Operations

Lead and scale a high‑performing marketing organization across:

Digital marketing

Product marketing

Brand and creative

Distribution marketing

Marketing operations and analytics

Foster a culture of accountability, collaboration, and continuous improvement.

Optimize processes, workflows, and resource allocation to improve efficiency and impact.

Compliance & Regulatory Alignment

Ensure all marketing materials meet FINRA, SEC, and state insurance regulatory requirements.

Partner with compliance and legal teams to streamline review and approval processes.

Maintain strong adherence to insurance marketing standards.

Job Requirements
What You Bring
Experience

10–15+ years of progressive marketing experience in the B2B2C space

Demonstrated leadership experience

Strong background in financial services, insurance, wealth management, or retirement solutions.

Experience marketing through advisor-based distribution channels (IMOs, FMOs, broker-dealers, RIAs).

Proven track record of driving measurable growth through marketing programs.

Experience working in regulated environments.

Leadership Profile

Hands‑on, execution-focused marketing leader.

Strong operator with the ability to scale programs and teams.

Data‑driven mindset with a focus on performance and ROI.

Effective collaborator across sales, product, and executive stakeholders.

Clear communicator with the ability to simplify complex concepts.

Preferred Background

Experience within an annuity carrier or retirement income firm.

Familiarity with Fixed Index Annuities and related product structures.

Experience building or scaling digital marketing capabilities.

MBA or advanced business degree preferred.

What Success Looks Like

Increase advisor recruitment, engagement, and retention

Drive measurable growth in marketing-generated pipeline and premium

Improve performance of digital and demand generation channels

Strengthen alignment between marketing and sales

Build a scalable, efficient marketing function that supports continued growth

Why This Role Matters
The retirement landscape is evolving rapidly, with increasing demand for protected growth and guaranteed income solutions. This role plays a key part in accelerating the company’s growth by strengthening how we engage financial professionals and bring our solutions to market.

As Vice President of Marketing, you will directly impact advisor adoption, distribution expansion, and overall business performance.

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