Senior Director, Relationship Marketing Strategy (Insurance/Wealth Mgmt B2B)

Senior Director, Relationship Marketing Strategy – Merkle
Location: New York
Type: Full time, Permanent
Responsibilities Lead the building, development, and delivery of strategic omni‑channel marketing plans.
Be a subject‑matter expert and translate new technology—particularly in the areas of first‑party data marketing and CRM—into new marketing ideas for the client.
Show a strong understanding of differences in marketing to customers in different verticals and environments.
Develop trusted, long‑term relationships with key client contacts and executives.
Ensure meaningful client value is delivered through a mix of best‑practice solutions, skills, capabilities, and original thinking.
Collaborate with team leadership (account management, operations, creative, analytics, etc.) and partner agencies to turn ideas into executable plans.
Identify key data points and measurements that show the impact of our approach and strategy on the client’s business.
Qualifications Experience working with Wealth Management (Financial Advisor) or Group Insurance clients within the B2B space.
Bachelor’s Degree required.
10+ years of experience in data‑driven marketing—specifically CRM, email, online/offline media.
Deep understanding of the customer lifecycle and how messaging strategy drives the experience.
5+ years working in an agency or consulting firm.
Experience developing solutions to support the sale of new services to clients.
Hands‑on skills using data and research to drive decisions, including proficiency in Excel and research tools.
Strong writing, presentation and client‑facing communication skills.
Experience translating data analysis into actionable marketing recommendations and presentations—proficiency in PowerPoint.
Attention to detail and the ability to incorporate internal and external feedback on an iterative basis.
Superior multi‑tasking, networking, time management and interpersonal skills.
Self‑starter with high intellectual curiosity, drive, determination, and persuasion skills.
Comfort and experience working within a matrixed organization in roles with a wide degree of latitude.
Average 20‑50% travel (contingent on comfort level of client).
Salary & Benefits Annual base salary range: $136,000–$185,000. Position eligible for discretionary incentive compensation.
Medical, vision, and dental insurance
Life insurance
Short‑term and long‑term disability insurance
401(k)
Flexible paid time off
At least 15 paid holidays per year
Paid sick and safe leave
Paid parental leave
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