Senior Annuity Marketing Strategist driving growth through annuity marketing campaigns and strategic partnerships. Focusing on consumer markets to enhance impact and relationships with advisory firms.
Responsibilities
Own the strategic development and maintenance of advisory annuity product marketing, including point-of-sale collateral, webpages, and other assets, and support additional retail annuity initiatives as assigned
Drive go-to-market strategy and execution of omnichannel marketing campaigns—including email, social, and web—to build awareness and adoption of advisory annuity products
Serve as the advisory annuity product expert for Marketing by providing insights, guidance, and expertise that inform campaign strategies, positioning, and communications and ensure materials align with firm and channel-specific needs
Contribute to and support thought leadership development and media storytelling opportunities that position advisory annuities beyond product features by highlighting their broader value in financial planning
Collaborate with cross-functional Marketing partners—including Creative Services, Marketing Operations, Digital Execution, and Campaign Management—to ensure campaigns, messaging, and initiatives align with business priorities
Partner with internal stakeholders to execute campaigns and promotional opportunities and identify ways to educate internal teams and support their marketing efforts
Serve as the primary marketing contact for the Sales teams, developing marketing campaigns and sales ideas that align with product positioning and priorities
Proactively communicate with all internal and external stakeholders and teammates to ensure alignment, clarity, and transparency throughout projects and initiatives
Ensure product materials are timely, compliant, and effectively distributed across relevant channels
Monitor industry trends, competitor activity, and field feedback to translate insights into actionable marketing strategies and product positioning that maintain a competitive advantage
Inform dynamic digital tools and sales collateral that help financial professionals and clients understand complex retirement income strategies
Monitor performance of campaigns and initiatives, using data and feedback to refine strategies and optimize impact
Represent Marketing in strategic cross-functional meetings such as PMO by receiving updates on product or timing changes, advising on marketing impacts, and communicating key information back to the Marketing team for alignment
Travel periodically with the Sales team or industry conferences to gain deeper insight into the sales process to better support business and marketing needs.
Requirements
8 to 10+ years of experience in product marketing and sales within financial services; experience with annuities is required; advisory annuities preferred
Exhibit excellent communication skills across all levels of the organization, tailoring messages to effectively engage executives, peers, cross-functional partners, and team members
Demonstrate experience developing marketing deliverables such as pitch decks, creative briefs, and email journey maps to support campaign strategy and execution
Development of integrated marketing plans that build awareness, drive engagement, and generate leads
Knowledge of marketing technologies such as customer relationship management (CRM) systems, marketing automation platforms, sales enablement tools, social media management tools, and analytics platforms
Communicate effectively, manage time well, and pay close attention to detail while handling multiple projects with overlapping deadlines
Collaborate across teams and demonstrate leadership to build strong working relationships
Adapt quickly to changing priorities and shifting timelines
Benefits
Medical, Dental, Vision, and Wellbeing Reimbursement Account
Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
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