Marketing Manager - Retirement Plan Services
Core
Develops and executes marketing initiatives, creates executive-ready presentations, and coordinates client deliverables for a retirement plan services investment advisory business.
Role type
Marketing Manager (Financial Services)
Builds
Client-facing presentations, sales materials, recurring client deliverables, and marketing collateral for retirement plan sponsors and fiduciary committees.
Domain
Financial Services / Retirement Plan Advisory
Deliverable
product features
Required skills
Marketing strategy execution, Executive presentation development, B2B client communication, Project management, Compliance-sensitive content handling, Microsoft 365 proficiency, Financial data translation
Preferred skills
Retirement plan advisory experience, ERISA fiduciary services knowledge, Employer-sponsored plan familiarity
Technologies
PowerPoint, Microsoft 365 (Word, Excel, Outlook, Teams, SharePoint)
Responsibilities
Develops and tracks campaign metrics, Creates sophisticated PowerPoint presentations for client meetings and proposals, Coordinates recurring client deliverables and review packages, Writes thought leadership and digital content, Manages marketing projects from request to distribution, Partners with internal teams on sales enablement and business development
Seniority
Mid-level, hands-on IC