Marketing Specialist - Retirement Services

About the Role

Key Responsibilities

• Create and manage a variety of marketing materials, including brochures, presentations, case studies, and digital content that effectively communicate the benefits of retirement services.
• Oversee the organization and maintenance of marketing assets, ensuring they are up-to-date, accessible, and aligned with brand guidelines.
• Collaborate with cross-functional teams to gather information and develop compelling responses to RFPs, ensuring accuracy, timeliness, and client-specific tailoring.
• Conduct market research to understand trends, competitor offerings, and client needs to inform marketing strategies and collateral development.
• Assist in planning and executing marketing campaigns, including email marketing, social media, and events to promote retirement services.
• Monitor and analyze the effectiveness of marketing materials and campaigns, providing insights and recommendations for continuous improvement.
• Work closely with internal stakeholders, including sales, product development, and compliance teams, to ensure alignment and support for marketing initiatives.

Requirements

• Bachelor's degree in Marketing, Communications, Business, or a related field, or equivalent work experience.
• A minimum of three (3) years of experience in marketing within the financial services industry.
• Strong writing and editing skills, with the ability to create clear and persuasive marketing content.
• Proficiency in marketing software and tools, including CRM systems, email marketing platforms, and design software.
• Excellent organizational skills and attention to detail, with the ability to manage multiple projects simultaneously.
• Strong analytical skills, with the ability to interpret data and make data-driven decisions.
• Ability to work collaboratively in a team environment and communicate effectively with diverse stakeholders.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Access).
• Ability to effectively interact and deal with people at all levels inside and outside of the company.

Nice to Have

• Retirement Services or Wealth Management experience.

Qualifications

• Experience in marketing within the financial services industry.
• Proficiency in marketing software and tools.

Benefits & Perks

• Competitive total rewards package including health and welfare benefits.
• Tuition assistance, 401K savings, and other retirement programs.
• Employee assistance programs.
• Performance-based incentives.