Specialist, Marketing Management (Creative Strategy)

About the Role

Key Responsibilities

• Partner with senior creative strategists and managers to translate marketing plans into creative strategies that inspire and align teams.
• Serve as the go-to for low- to mid-complexity creative requests, assessing project readiness and ensuring alignment before development begins.
• Own the creative journey for low-complexity projects—from briefing through execution and optimization.
• Support senior strategists on more complex initiatives.
• Maintain brand messaging consistency across programs by leveraging master briefs and existing creative assets.
• Oversee a portfolio of work, collaborating with cross-functional teams to develop scalable, insight-driven strategies that enhance ROI and inform decision-making.
• Embrace shifting priorities and contribute to high-quality work that meets business and marketing goals.
• Assist in the development and execution of strategies and plans that ensure long-term sustainable growth.
• Use data and analytics to support identification and innovation of business-building solutions.
• Assist with the completion of moderate to complex projects and processes within area of responsibility.
• Implement digital and traditional marketing tactics, including creative development, planning, and execution.
• Collaborate on creative development and provide feedback on look and feel.
• Use customer insights and analytics to forecast market, competitor, and customer needs, define target audiences, and evaluate results with data-based decisions.
• Monitor timelines to ensure programs are on strategy and schedule, informing leaders of discrepancies.

Requirements

• 1-4+ years of experience in marketing, brand strategy, or client management, ideally within financial services or an agency setting.
• Familiarity with B2B, B2C, and B2B2C marketing campaigns.
• Exposure to video, design, and digital/print production is a plus.
• Strong communication skills, able to draft clear messaging and collaborate effectively.
• Organized and agile, skilled at managing multiple projects with overlapping deadlines.
• Eager to learn and develop writing and strategic planning skills.
• Bachelor's degree in marketing, business administration, or related field preferred.
• Proven marketing development and project management experience.
• Ability to influence at all levels and work effectively across functions and geographies.
• Ability to use analytics to draw conclusions and make recommendations.

Nice to Have

• Technical insurance designations such as CPCU, CLU, ChFC, FLMI considered a plus.
• Additional licensing may be required to hold this position.

Qualifications

• Bachelor's degree in marketing, business administration, or related field.
• Technical insurance designations such as CPCU, CLU, ChFC, FLMI are considered a plus.
• Typically five or more years of professional experience in marketing, strategy, consulting, or financial services.

Benefits & Perks

• Medical, dental, and vision insurance.
• Life insurance, short and long-term disability coverage.
• Paid time off, including a minimum of 18 days pro-rated annually, nine paid holidays, and special paid time off days.
• 401(k) with company match.
• Company-paid pension plan.
• Business casual attire and other workplace perks.