CareerPlan

Senior Director, Customer Lifecycle Marketing Strategy (Insurance/Wealth Mgmt B2B) - (Open to Remote, Continental U.S.)

New York, USRemoteFull-time$136k–$185k2026-11-09 → 2026-11-12
Based in United States

Core

Lead strategic omni-channel marketing plans and serve as a trusted advisor for an Insurance/Wealth Management B2B client, translating data and technology into executable growth strategies.

Role type

Senior Director, Customer Lifecycle Marketing Strategy

Builds

Strategic omni-channel marketing plans and campaigns for B2B clients

Domain

B2B Marketing, Insurance, Wealth Management

Required skills

Strategic planning, CRM expertise, 1st party data marketing, B2B client relationship management, Data analysis, Campaign management, Cross-vertical marketing knowledge, Presentation skills, Excel proficiency, PowerPoint proficiency

Preferred skills

None explicitly stated as preferred

Technologies

CRM, Excel, PowerPoint, 1st party data marketing tools

Responsibilities

Lead the building, development, and delivery of strategic omni-channel marketing plans; Be a subject matter expert and translate new technology into new marketing ideas for the client; Develop trusted, long-term relationships with key client contacts and executives; Collaborate with team leadership to turn ideas into executable plans; Identify key data points and measurements to show the impact of strategy on the client's business.

Seniority

Senior Director, strategic leadership & hands-on execution