Senior Vice President, Marketing – Retirement, Investment & Wealth Solutions
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Job Description
Senior marketing executive driving retirement, investment, and wealth solutions growth for Ascensus, a savings technology and services platform. Leading strategy, analytics, client experience, AI adoption, and commercial results.
Responsibilities:
- Define marketing strategy with clear OKRs aligned to multi-year business growth plans, market/client segmentation, customer behavior, and competitive landscape
- Direct execution and measurement of go-to-market programs, campaigns, product demos/technology showcases, and selling systems
- Support sales growth and client retention by marketing key offerings, expanding qualified lead volume, and improving lead-to-opportunity rate, win rate, and new saver revenue
- Improve brand familiarity and differentiation through storytelling across sales enablement, web, PR, social media, thought leadership, partnerships, and events
- Develop messaging connecting products and services to Ascensus’ value proposition
- Own corporate client and advisor events strategy with commercial targets for major events
- Use data and analytics to improve segmentation, campaign targeting, and message personalization
- Own commercial targets and results for marketing programs and evaluate their financial and commercial benefits with Insights & Analytics
- Utilize marketing technology, data, AI, experimentation, and client experience measurement to optimize marketing initiatives
- Drive AI adoption across the Retirement marketing team and re-engineer and standardize workflows with Marketing Operations
- Influence cross-functional resources, gain stakeholder buy-in, and drive commercial results
- Build relationships with Sales teams and incorporate client needs into marketing programs and messaging
- Inspire and develop the Marketing team through transparent communications, inclusion, clear goals, empowerment, and shared vision
- Ensure confidential data is properly handled and protected
- Ensure Retirement marketing completes required compliance review and approval
- Manage brand and reputational risk with Corporate Communications and Compliance
- Lead with Ascensus’ Core Values of People Matter, Quality First, and Integrity Always®
Requirements:
- Minimum of 15-years related experience in B2B financial services, Retirement and/or investment marketing
- Strong defined contribution/retirement and investments experience spanning advisor, third-party administrators, plan sponsor, and participant audiences strongly preferred
- Proven track record of marketing programs that delivered documented sales, pipeline and revenue growth in financial services
- Strong analytics orientation
- Experience positioning and elevating top-tier financial services brands through consistent messaging across marketing and communications channels
- Superior content and communications skills
- Proven ability to use marketing and UX to drive participant engagement, digital adoption and better saver outcomes
- Proven success managing complex projects, influencing others and working successfully in a fast-paced environment
- Effective decision-making, problem-solving and follow-through skills
- Proven experience using AI across marketing functions including content creation, design, project management and insights generation
- Ability to recruit, develop and manage high-performing teams
- Ability to make decisions in challenging or ambiguous circumstances and adapt to emerging priorities
- Ability to build positive, effective relationships across business, service, technology, product and Marketing, Analytics & UX
- Four-year college degree in marketing/communications or related field
- Masters degree highly desired
Benefits:
- 401(k) match
- Medical insurance
- Dental insurance
- Vision insurance
- Paid time off
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