Lead Wealth Management marketing strategy and communications at Corebridge Financial, engaging clients and driving growth in Retirement Services. Oversee program development and collaboration across teams for wealth client engagement.
Responsibilities
Lead a team responsible for formulation, execution and optimization of the Wealth Management marketing and communications strategy in the Retirement Services business.
Develop new programs and communication strategies to help retain and build existing Wealth Management client relationships.
Build strategy and plans for attracting, onboarding and growing new Wealth clients.
Partner with and serve in a leading role with various areas of business to improve the overall Wealth client experience and drive core business objectives supporting retention and growth at each stage of the client journey.
Develop annual/monthly calendar and socialize with key business partners.
Integrate planning with the line of business goals.
Work closely with Participant Marketing and Advisor Enablement Marketing teams to integrate the end-to-end experience for existing and new Wealth clients across the marketing organization and provide training and communications to financial advisors about wealth products and solutions.
Manage and optimize existing communication programs designed to drive wealth client engagement, education, and positive outcomes.
National event multi-channel communication strategy development: Toolkit development and deployment.
Website updates.
Manage participant, plan sponsor, and key contact emails.
Lead campaign integration/campaign tracker management.
Quarterly statement content development and support.
Online messaging and participant portal support.
Own wealth client webinar and client appreciation program strategy and execution.
Manage Wealth audience ‘event-in-a-box' creation, content and ongoing management to support elevated client events (in-person and virtual).
Build, deploy, and manage strategic wealth onboarding communications (including strategy and content development).
Build, deploy, and manage end-to-end triggered dynamic participant journeys including: Data management and integration, Strategy and content development for all channels, Measurement and analytics.
Partner with Consumer Insights and Data teams to create a 360 data reporting strategy for campaigns and programs.
Lead and optimize list management processes to feed into marketing databases including RPI (Salesforce), Salesforce Marketing Cloud (email platform) and Advisor CRM.
Requirements
15+ years group retirement and wealth management experience
Confident communication, sound judgement, and the ability to influence senior leadership and external stakeholders in high-visibility situations.
Advanced relationship building skills and ability to work across matrixed organizations
Must have strong communication and presentation skills including large groups
Creative, outside-the-box thinking
Strong problem-solving skills
Ability to process and analyze complex information/data
Advanced multi-tasking skills
Deadline driven
Budget management skills
Strong analytical skills
Marketing development and operations experience
Self-motivating/good self-management skills
Ability to manage teams of various sizes, directly and cross-functional
Set strategic direction aligned to business goals
Benefits
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
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