KNOWLEDGE, SKILLS, ATTRIBUTES
Industry Expertise:
• Solid understanding of the Insurance and Retirement lines of business and their market environments.
• Familiarity with customer demographics, behavior, and key competitors.
Marketing Concepts:
• Proficiency in marketing strategy development, campaign planning, and execution.
• Knowledge of customer lifecycle marketing, segmentation, and targeting.
• Comprehensive knowledge of digital marketing channels, including social media, email, SEO/AEO, PPC, and content marketing.
• Expertise in leveraging paid, earned, and owned media for brand growth.
Data, Analytics, and Legal Standards:
• Strong understanding of metrics, including ROI, CAC, LTV, and engagement rates.
• Knowledge of A/B testing, audience segmentation, and personalization techniques.
• Awareness of data privacy regulations (e.g., GDPR, CCPA) and marketing compliance rules.
• Familiarity with ad and content guidelines for different platforms.
Strategic Planning:
• Ability to contribute to long-term marketing strategies that align with business objectives.
• Skills in prioritizing projects to achieve maximum impact within budget constraints.
Project Management:
• Expertise in managing cross-functional campaigns with multiple deliverables and deadlines.
• Strong organizational skills to oversee project timelines, budgets, and resources.
• Excellent written and verbal communication skills for creating compelling content and presentations.
• Ability to adapt messaging for different channels and audiences.
Collaboration and Analytical Thinking:
• Demonstrated ability to influence stakeholders, build alignment, and gain support for marketing strategies and priorities across Lines of Business and cross-functional teams.
• Experience mentoring junior associates or collaborating with teams across functions.
• Strong interpersonal skills to manage relationships with internal stakeholders and external partners.
Qualifications & Experience
• Bachelor’s degree in Marketing, Business, Communications, or related field required.
• 7+ years of experience in marketing, product marketing, channel marketing, or related disciplines, preferably in a B2B environment.
• Experience developing and executing strategic marketing plans and go-to-market initiatives that support business growth objectives.
• Financial services, insurance, retirement, or other regulated industry experience preferred.
• Proven ability to translate business objectives and market insights into effective marketing strategies, messaging, and value propositions.
• Demonstrated ability to build strong relationships, influence decision-making, and drive alignment across cross-functional stakeholders without direct authority.
• Experience using marketing analytics and performance metrics to measure results and optimize outcomes.
• Experience managing marketing budgets and ensuring alignment with annual business and go-to-market plans.
• Experience managing multiple complex projects simultaneously and balancing competing priorities in a fast-paced environment.
• Proficiency with enterprise project management platforms (e.g., Workfront) and Microsoft Office Suite.
• Excellent verbal, written, presentation, and interpersonal communication skills.