Senior Client Marketing Manager - Retirement & Insurance

Responsibilities

Developing and executing a strategic marketing plan

Partner closely with the Head of Retirement, Insurance and 529 Marketing and business stakeholders

Execute integrated marketing programs across multiple channels

Develop marketing initiatives designed to build awareness and engagement

Monitor campaign performance and recommend optimizations based on results

Help manage project timelines, budgets, and resources

Support key marketing initiatives

Build and maintain strong working relationships with internal stakeholders

Partner with sales, strategic accounts, and investment teams for product launches

Develop and execute product-focused and thematic marketing campaigns

Requirements

Bachelor’s degree or equivalent experience

7–10 years of experience in financial services marketing, sales, or a related field

Experience supporting insurance, retirement, subadvisory, or institutional investment businesses preferred

Understanding of financial markets, investment products, and economic concepts

Series 7 and 63 preferred

Strong project management skills with the ability to manage multiple initiatives simultaneously

Excellent written and verbal communication skills

Creative problem solver with a strategic perspective and strong attention to detail

Digital-first mindset with experience leveraging modern marketing channels and technologies

Strong collaborator who builds effective partnerships across teams and functions

Self-starter with a proactive approach and the ability to anticipate business needs

Willingness to challenge existing approaches constructively and contribute innovative ideas.

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