Business Strategy Specialist leading data - driven marketing projects for global clients. Collaborating on AI technologies for competitive advantage and optimizing brand investment with analytics.
About the role
- 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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