Senior Vice President, Marketing – Retirement, Investment & Wealth Solutions

This is a fully remote position, open to applicants in Massachusetts, +1 more state.

📋 Description

• Establish a marketing strategy with precise OKRs that align with long-term business growth objectives, market/client segmentation, customer behavior, and the competitive environment.

• Oversee the implementation and assessment of go-to-market initiatives, campaigns, product demonstrations/technology showcases, and sales systems.

• Enhance sales growth and client retention by promoting key offerings, increasing the volume of qualified leads, and improving the lead-to-opportunity conversion rate, win rate, and new saver revenue.

• Elevate brand awareness and differentiation through compelling storytelling across sales enablement, web, public relations, social media, thought leadership, partnerships, and events.

• Create messaging that links products and services to Ascensus’ value proposition.

• Take responsibility for the corporate client and advisor events strategy with commercial objectives for key events.

• Leverage data and analytics to refine segmentation, campaign targeting, and message personalization.

• Manage commercial objectives and outcomes for marketing programs, assessing their financial and commercial advantages with Insights & Analytics.

• Apply marketing technology, data, AI, experimentation, and client experience measurement to enhance marketing efforts.

• Promote AI adoption within the Retirement marketing team and streamline and standardize workflows with Marketing Operations.

• Influence cross-functional resources, secure stakeholder support, and drive commercial success.

• Cultivate relationships with Sales teams and incorporate client needs into marketing initiatives and messaging.

• Motivate and develop the Marketing team through open communication, inclusion, clear objectives, empowerment, and a shared vision.

• Ensure the proper handling and protection of confidential data.

• Guarantee that Retirement marketing fulfills necessary compliance reviews and approvals.

• Manage brand and reputational risks in collaboration with Corporate Communications and Compliance.

• Lead by exemplifying Ascensus’ Core Values of People Matter, Quality First, and Integrity Always®.

⛳️ Requirements

• At least 15 years of relevant experience in B2B financial services, Retirement and/or investment marketing.

• Strong preference for experience in defined contribution/retirement and investments covering advisor, third-party administrators, plan sponsors, and participant audiences.

• Demonstrated success in executing marketing programs that have resulted in documented sales, pipeline, and revenue growth within financial services.

• Strong analytical orientation.

• Experience in positioning and enhancing top-tier financial services brands through consistent messaging across marketing and communication channels.

• Exceptional content and communication skills.

• Proven ability to leverage marketing and UX to boost participant engagement, digital adoption, and improved saver outcomes.

• Demonstrated success in managing complex projects, influencing stakeholders, and thriving in a fast-paced environment.

• Strong decision-making, problem-solving, and follow-through abilities.

• Proven experience utilizing AI across various marketing functions, including content creation, design, project management, and insights generation.

• Capability to recruit, develop, and manage high-performing teams.

• Ability to make informed decisions in challenging or ambiguous situations and adjust to shifting priorities.

• Proficiency in building positive and effective relationships across business, service, technology, product, and Marketing, Analytics & UX.

• Bachelor's degree in marketing/communications or a related field.

• A Master's degree is highly desirable.

🏝️ Benefits

• 401(k) matching.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Paid time off.