Director, Communication & Education

About the Role

Key Responsibilities

• Collaborate with partners to develop strategic short and long term marketing strategies and plans that address current and future objectives.
• Evaluate and adjust marketing strategy and plans to meet changing market and competitive conditions.
• Set priorities and manage through people and processes; leverage resources throughout the organization.
• Manage program budgets.
• Partner with stakeholders to drive and build the company brand, sales profitability, and customer excellence.
• Own the product launch/release plan and implementation management for new product introductions.
• Develop strong customer relationships to become the organization's expert in customer needs and opportunities.
• Create a positive and performance-driven culture, building repeatable processes to deliver results and coach sales and marketing professionals.
• Conduct one-on-one meetings with staff to assess individual needs, work load, issues/opportunities, career path, development, and process management.

Requirements

• Bachelor's degree in marketing, business, communications or equivalent experience.
• Ten years of marketing communications, digital marketing, or project management experience.
• Eight years of marketing experience in financial services or a related industry.
• Five years of management experience.
• Expert understanding of traditional and digital platforms.
• Broad experience developing and executing marketing strategies for complex projects.
• Thorough understanding of the investment products marketplace and distribution process, including how products are priced, packaged and positioned across various channels.
• Technical acumen to design campaigns that optimize the use of traditional and digital marketing platforms.
• Ability to interpret data and articulate results to diverse audiences.
• Analytical and decision-making skills to identify/prioritize critical issues and interpret data.
• Excellent communication and relationship building skills.

Nice to Have

• Intermediary or institutional experience.
• Familiarity with content management, workflow and other marketing tools such as CMD, CRM, DAM, Workflow, Salesforce Marketing Cloud, Workfront.
• Experience in change management.
• FINRA Series 7 (for roles supporting mutual funds).

Qualifications

• Bachelor's degree in marketing, business, communications or equivalent experience.

Benefits & Perks

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package including Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Medical Insurance, Dental Insurance, Vision Insurance, Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off starting at 160 hours annually for first-year employees
• Ten paid holidays per year
• Wellness programs including Wellness Coaching and Reward Dollars
• Paid parental leave of 15 days per calendar year
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs