Job Description Summary
Execute cross-functional retirement marketing campaigns to support the execution of plan sponsor strategies and improve participant retirement readiness.
Legal Authorization
Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship.
Responsibilities
Collaborate with cross-functional leaders to ensure delivery of superior customer service and operational excellence. Ability to negotiate and balance stakeholder and internal needs.
Efficient and accurate execution of campaigns to drive growth strategies for assigned products and channels. Experience across email, SMS, web promotions, digital, podcasts, and webinar communications.
Support client relationships through client strategy calls, campaign go-to-market reviews, and quarterly results conversations.
Partner with Channel Managers to strategize and execute multi-touch campaigns focused on product education, retirement readiness, and generation of in‑person/virtual interactions.
Provide team members with insight and direction to help meet organizational goals and drive team success. Support cross training, sharing project work, and collaboration amongst team members.
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.
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.
Serve as an internal escalation point for campaign related issues.
Qualifications
Bachelor’s degree in marketing, business, communications or equivalent experience.
Eight years of experience in marketing communications, digital marketing, or project management.
Thorough understanding of traditional and digital platforms.
Broad experience developing and executing digital campaigns and complex projects.
Technical acumen to design campaigns that optimize the use of marketing platforms.
Creative thinker.
Excellent communication and relationship building skills.
Organizational skills to manage multiple projects in a fast‑paced environment.
Preferred Qualifications
Proven efficient utilization of content management platforms including Workfront and other marketing tools such as CMD, CRM, DAM (Brand folder), Salesforce Marketing Cloud, compliance (Red Oak), Riddle Quiz.
Experience with change management.
Experience with products and services in a record‑keeping environment.
Understanding of B2B/B2C marketing best practices.
Financial services record‑keeping in retirement.
Certified PM.
Proven ability to develop efficient processes for individual and team execution.
Understanding of client‑facing work, client conversation, client strategy development.
Understanding of consulting/advice services lead generation campaigns.
Deep understanding of various project types, handoffs, connection points, and required partnerships and relationships needed to deliver projects.
Proven track record of balancing stakeholder and internal needs.
Experience with stretch assignments beyond traditional PM work.
Working Conditions
Hybrid office environment: 3 days in office (Cedar Rapids/Denver).
Compensation
The salary for this position generally ranges between $91,000 – $110,000 annually. Salary is a good‑faith estimate and may vary based on qualifications, experience, geography, work location designation, and operational needs.
Additionally, this position is typically eligible for an annual bonus based on the company bonus plan and individual performance, at the company’s discretion.
Benefits
Competitive pay.
Bonus for eligible employees.
Pension plan.
401(k) match.
Employee stock purchase plan.
Tuition reimbursement.
Disability insurance.
Medical insurance.
Dental insurance.
Vision insurance.
Employee discounts.
Career training & development opportunities.
Paid time off starting at 160 hours annually for employees in their first year of service.
Ten paid holidays per year, typically mirroring NYSE holidays.
Be Well company holistic wellness program, including wellness coaching and reward dollars.
Parental leave—fifteen days of paid parental leave per calendar year for 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.
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Lead Channel Marketing Specialist - Hybrid
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Job type: Full Time