FuturePlan is the nations largest thirdparty administrator (TPA) of retirement plans partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: hightouch personalized service from local TPAs backed by the strength and security of a large national firm Ascensus. Our roots go back decades with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service innovation and expertise to a fastgrowing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals 60 actuaries and one of the industrys largest inhouse ERISA teams. Learn more at .
Section 1: Position Summary
The Vice President FuturePlan Marketing is a key commercial leader driving growth of the FuturePlan business with targeted clients through marketing. Were looking for a customerobsessed nimble digitalfirst marketer expert in Retirement who is comfortable making quality decisions in a fastmoving dynamic business environment.
This role will report to Ascensus Chief Marketing Officer and be part of the Marketing Analytics & UX leadership team as well as sit on the FuturePlan leadership team.
We are recruiting for 1 position that can be remote or hybrid in either of our Dresher Pa or Newton MA location.
Section 2: Job Functions Essential Duties and Responsibilities
Strategy and Influence
- Define marketing strategy based on understanding of the FuturePlan multiyear strategic growth plan market segmentation customer behavior and competitive landscape.
- Lead and drive results by influencing crossfunctional resources gaining buyin from key stakeholders and encouraging all to bring their best thinking to position marketing initiatives for success.
- Develop and maintain relationships with FuturePlan Sales seeking input on client needs and marketing programs/messaging as well as keeping teams informed of all marketing efforts and the effectiveness of those efforts.
- Inspire and develop the FuturePlan Marketing team through transparent communications respect and inclusion clear goals and expectations empowerment and a shared vision for marketing excellence.
Execution Focus
- Develop and oversee execution marketing programs to support FuturePlan growth and retention objectives including key offerings including 3(16) cash balance institutional MEPs and PEPs and actuarial services.
- Improve FuturePlan brand familiarity and articulate differentiation by clarifying our value proposition and developing effective messaging to communicate that value proposition and how products/services address needs that is translated across sales and marketing channels: sales enablement content web PR social media thought leadership partnerships events.
- Develop marketing programs and content to support sales.
- Oversee budgeting process for FuturePlan marketing with a commitment to transparency effectiveness and efficiency.
Intelligence and Scale
- Utilize marketing technology data AI experimentation and client experience measurement to manage the lifecycle of marketing initiatives and improve client experience across marketing touchpoints.
- Measure and evaluate the short and longterm performance and return on investment of programs. Continuously improve and optimize program strategy and execution as required.
- Collaborate with Ascensus Marketing Analytics & UX teams to consistently execute measure optimize and report on FuturePlan marketing programs as well as share best practices across marketing teams and promote One Ascensus culture and crossfunctional communication.
Values and Risk Management
- Lead with our Core Values of People Matter Quality First and Integrity Always.
- Protect secure and properly handle all confidential data held by FuturePlan and Ascensus to ensure against unauthorized access improper transmission and/or unapproved disclosure of information that could result in harm to FuturePlan Ascensus or our clients.
Section 3: Experience Skills Knowledge Requirements
- Growthoriented marketing leader with ability to translate ideas into commercial outcomes
- Proven success managing complex projects influencing others and working successfully in a highly collaborative teamoriented environment.
- Demonstrate resilience and ability to make decisions in challenging or ambiguous circumstances; comfortably shift gears in response to emerging priorities.
- Superior communication skills written and verbal
- Effective decisionmaking problemsolving and followthrough skills
- Foster teamwork inclusivity collaboration positivity while cultivating accountability and ownership
- Build positive effective relationships with stakeholders at all levels
- Proven ability to recruit develop and manage highperforming teams
- Demonstrate commitment to personal development and continuous learning
- Specific experience in B2B and Retirement marketing essential
- Minimum of 15 years of related experience.
- Fouryear college degreemarketing/communicationsor related field; Masters degree highly desired
We are proud to be an Equal Opportunity Employer
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Required Experience:
Chief