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Director, Marketing Strategy - Retirement Services - Remote

Posted 7 days ago
Marketing
Full Time
USA
$140,000 - $168,000/year

Overview

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 Short

  • 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.
  • Candidates local to Boston (preferred).

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.

Benefits

  • Competitive salary range of $140,000 - $168,000.
  • Eligible for discretionary bonuses.
  • Comprehensive health, dental, and wellness plans.
  • 401(k) contributions.
  • Opportunities for professional development.
Edelman Financial Engines logo

Edelman Financial Engines

Edelman Financial Engines (EFE) is a leading independent financial planning and investment advisory firm, dedicated to acting in the best interests of all clients since its founding in 1986. With a commitment to financial education as a fundamental right, EFE serves over 1.3 million clients and manages more than $300 billion in assets across 143+ offices nationwide. The firm combines advanced methodologies and proprietary technology with personalized service from dedicated financial planners, ensuring that every client's unique situation and goals are addressed. EFE is recognized for its innovative approach to financial planning, striving to challenge the status quo and empower individuals to achieve their financial aspirations.

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