Overview
Director, Marketing Strategy – Retirement Services Jobs in Boston, Massachusetts, USA at Edelman Financial Engines, LLC
Director – Marketing Strategy (Retirement Services)
At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.
As a Director, Go-to-Market Strategy on the Employee Solutions Integrated Marketing team, you’ll play a pivotal role by owning the development of strategic marketing roadmaps and rollout plans within four of our leading recordkeeper channels.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Director, Go-to-Market Strategy role, we are seeking a candidate with client-facing experience and a combination of B2B and B2C marketing skills to help advance the growth and adoption of our retirement planning services. If you are a bold leader who is equal parts strategist and executer, someone who can look big picture and develop strong internal and external relationships, this may be the opportunity for you!
Responsibilities:
Develop a deep understanding and expertise of the priorities, goals, ecosystems and audiences across each of our top recordkeeping partners.
Translate broader strategic marketing priorities into unique, actionable employee experience roadmaps and go-to-market strategies.
Represent EFE marketing in external partner meetings, crafting and delivering content for alignment and adoption.
Partner across Marketing to lead prioritization, customization and execution of multi-channel marketing programs.
Act as a strategic thought partner and primary point-of-contact with key internal business leaders to align priorities within each recordkeeping partner.
Analyze and interpret ongoing marketing performance at a recordkeeper level to demonstrate the effectiveness of newly deployed and/or ongoing programs.
Develop deep understanding of EFE’s unique digital integration and respective capabilities to effectively partner across Marketing to develop digital-specific strategies.
Requirements:
10-15 years of marketing experience.
Financial industry experience, ideally within workplace retirement planning/recordkeeping.
Past client-facing roles including presenting to executive-level stakeholders.
Skilled at building relationships and leading through influence.
Excellent written and verbal communications skills.
Results-oriented mindset.
Experience in a white-label marketing environment.
Solutions-oriented with strong problem-solving skills, including the ability to develop creative and alternative solutions.
Highly collaborative with ability to work cross-functionally to achieve desired outcomes.
Natural storyteller who can connect bigger picture visions to more tactical plans.
Self-starter who thrives in fast-paced environments with minimal supervision.
Change agent with a willingness and curiosity to challenge the status quo.
Well-rounded skillset, with strengths in analytical and creative thinking.
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Title: Director, Marketing Strategy – Retirement Services
Company: Edelman Financial Engines, LLC
Location: Boston, Massachusetts, USA
Category: Marketing / Advertising / PR (Marketing Strategy, Marketing Communications, Marketing Manager)
