Institutional Marketing Strategist

Kansas City
Jan 22, 2014
Feb 21, 2014
Amy Ellis
Full Time
REQUIRED: Demonstrated experience in Marketing to Defined Benefit and/or Defined Contribution Plan Sponsors or Consultants.

The primary responsibility of the Institutional Marketing Strategist is to plan, design, execute and manage integrated marketing communications strategies, initiatives and programs specifically for Institutional clients. These efforts will measurably impact our targeted clients and align with the Institutional Sales business plan and organization.

Required Skills
Marketing Strategy (30%)

•Excel at program development, marketing strategy and database marketing.
•Create comprehensive program strategies in support of the Institutional business plan. As well, contribute to the development of the marketing plan for Institutional.
•Leverage the process for developing new customer insight, market knowledge, and data analysis to drive actionable program strategies.
•Partner with Institutional Strategies and Institutional Sales to gain insight and knowledge of the targeted Institutional clients. This includes key needs, trends and emerging opportunities to drive program strategies.
•Consistently demonstrate how marketing can help the sales cycle, ensuring a positive, long-term relationship with the Institutional client. This includes relevant, on-going and appropriate follow-up efforts.

Marketing Management (30%)

•Design and deliver integrated marketing initiatives to measurably impact our Institutional clients and align with the goals of Institutional Sales.
•Successfully meet expectations tied to the established marketing efficiency and effectiveness benchmarks.
•Partner with the Institutional Strategies team and Institutional Sales to recommend and execute tailored, relevant and effective integrated marketing initiatives.
•Define client-specific target audience, messaging strategy and lead post-campaign evaluation efforts (i.e., back-end analysis when appropriate, etc.).
•Establish and leverage, when appropriate, CRM tools (i.e., Siebel, SalesForce) and data mining methodologies to help to achieve goals.

Leadership (25%)

•Demonstrate personal leadership within Integrated Marketing, Institutional Strategies, Institutional Sales and across the Marketing Performance Group.
•Demonstrate personal accountability.
•Build and maintain strong relationships with Institutional Strategies, Institutional Sales, and internal and external business partners.
•Lead and participate on cross-functional teams, serving as a key marketing liaison for Institutional Sales across the Marketing Performance Group.
•Ensure development of competencies and skill sets consistent within the leadership model.

Sales & Marketing Support (15%)

•Assess and deliver on the sales support needs for Institutional Sales and cost-effectively deliver the desired solution.
•Build and maintain strong relationships with Institutional Strategies and Institutional Sales to help determine relevant sales support needs.
•Efficiently and effectively manage relevant sales support programs (i.e., conferences, events, etc.).
•Work with the Marketing Specialist to oversee and execute support programs & projects.

Distinguishing Characteristics

•Experience in marketing to defined benefit/defined contribution plan sponsors or consultants is required.
•Highly motivated self-starter with the ability to determine priorities, plan, organize and follow through on assignments.
•Strong consultative skills, coupled with a desire to meet client needs and exceed expectations.
•Develop and maintain internal relationships with business partners and other departments to effectively promote marketing efforts.
•Communicate clearly and concisely, both orally and in a written form with all levels of the organization.
•Demonstrate an attention to detail.
•Be flexible in managing multiple programs and projects while working in a constantly changing environment.
•Work independently and as a member of a team.
•Handle confidential information in a sensitive manner.
Required Experience
•Bachelor's degree in a related field or an equivalent combination of education and work experience.
•Five plus years' experience in marketing program and strategy development, as well as project management.
•Demonstrated understanding of the business to business marketingwith experience developing sales forcemarketing programs.
•Excellent verbal, written and interpersonal communication skills.


Kansas City, MO – Headquarters. Would consider our New York City office location.