Role Overview
In this role, you will own the entire marketing function including brand, growth, lifecycle, measurement, and Martech infrastructure. Reporting to the President, you will have complete control of how marketing is run and will be accountable for outcomes.
How You’ll Contribute
- Brand and awareness. Own the brand funnel and creative strategy for everyday and retirement savers across linear TV, connected TV, streaming, social, billboards, and experiential.
- Performance and growth. Manage the full media mix and be accountable for acquisition cost and volume in paid search, display, direct response, and affiliate.
- Measurement. Own the Haus relationship, test design, and the discipline of turning measurement into planning inputs.
- Martech. Lead Martech strategy: evaluate existing tools, decide what stays, gets enhanced, or is replaced, and partner with engineering to implement.
- Lead and hold accountable. Assess the current team, develop a staffing plan, and ensure the right people are in the right seats.
- Product and design partnership. Work closely with product and design to align roadmaps and maintain consistent brand voice and design language.
- Sponsorships. Activate sponsorship assets, evaluate their value, and collaborate with corporate sponsorships for new deals.
- Agencies. Decide outsourcing needs and maintain accountability for agency relationships.
What We’re Looking For
- Bachelor’s Degree in Marketing, Business, Communications or a related field.
- Master’s degree with a concentration in Marketing is preferred.
- 15+ years of experience leading marketing, with significant time in a direct-to-consumer financial services company.
- Fluency in MMM, incrementality testing, and geo‑lift design with the ability to discuss limitations.
- Experience with products that require regulatory review of marketing materials.
- Exceptional leadership, organizational and strategic thinking skills.
- Ability to build and sustain partnerships with stakeholders both internal and external.
- Proven experience managing an eight‑figure budget across brand and performance, with clear reporting of allocation, measurement, and impact.
- Outstanding communication skills, both verbal and written.
It would be helpful if you have
- Experience marketing to a 40+ demographic.
- Experience activating major sponsorships and measuring impact.
- Evidence of using AI in marketing operations and a strong viewpoint on its future.