Asset & Wealth Management, Head of Retirement Marketing, Vice President

Role Summary

This Vice President will play a key role designing and executing marketing strategies to support the growth of ourRetirementbusiness which includes a range of investment managed advice/accounts and value-added capabilities distributed through plan sponsors consultants DC specialist financial advisors and intermediary home offices/aggregators.

The Vice President will partner with client-facing business leaders product strategy investment teams and broader AM Marketing teams to identify and harness the top commercial priorities and translate them into full-funnel plans fueling our business growth objectives with this critical segment.

Position Responsibilities:

• Channel marketing vision and implementation: Research plan develop and implement an integrated marketing strategy for AMs retirement client segments to fuel overall business growth objectives.
• Brand narrative: Ensure the AM value proposition and associated retirement derivation and messaging pillars are infused through all marketing activities globally.
• Client research: Partner with AM brand marketing and retirement business leaders to track manage and analyze client research to determine how AM is perceived by our retirement clients and identify which perceptions need to be addressed to enable the business to move forward.
• Capabilities and solutions: position full range of investment solutions (capital preservation public equities and fixed income and alternatives) managed advice offering and thought leadership.
• Campaigns and execution: Develop and execute well thought-out impactful and quantifiable lead generation and client retention campaigns leveraging a range of digital media and in-person channels.
• Client Engagement:Partner with marketing contacts at client and partner firms to drive joint initiatives support growth of investment strategies and elevate brand awareness.
• Sponsorships and events: Partner with AM event marketing and retirement business leaders to develop a marketing strategy and execution for key channel sponsorships and events.
• Content: Partner with content and product marketing teams to deliver a content calendar which fully supports the institutional and insurance marketing strategy including the generation of editorial ideas and content creation as well as continual improvement across marketing and sales collaterals social media and .
• Measurement and reporting: End-to-end reporting and measurement of day-to-day and campaign-related marketing impact delivering clear MROI and taking active steps to adjust marketing approach as necessary to optimize impact.
• Risk management: Maintaining strict adherence to regulatory and procedural guidelines for all marketing communications including proactive management of operational risk.
• Team effectiveness: Drive operational efficiency of the institutional and insurance marketing team ensuring they are highly motivated fully engaged and able to operate at scale.
• Partnership and collaboration: Develop and maintain strong relationships with other AM marketing leaders EO marketing partners Corporate Communications sales and investment heads and key senior stakeholders across the global organization.

Qualifications:

• 10 plus years of experiencein retirement marketingor similar roles within a leading financial institution with an outstanding track record with measurable impacts and achievements
• Experience across retirement intermediary/advisor channel and direct to plan sponsors.
• In-depth knowledge of the retirement asset management industry: clients products regulations competitors
• Well-developed strategic thinking with commercial awareness and business acumen
• Demonstrable track record of leading and executingeffectively across matrixed complex organizations with excellent communication influencing and presentation skills as well as the ability to engage with partners at all levels
• Ability to present investment views in a thoughtful and well-reasoned manner synthesize information from multiple sources and develop a clear compelling story
• Demonstrated integrated marketing skills across strategy and execution; ability to leverage subject matter experts throughout broader divisional marketing team in pursuit of effective outcomes
• Solid experience in digital marketing with working knowledge of martech within B2B environments lead generation and analytics in order to partner with subject matter experts
• Ability to work at varying speeds and under timeframe pressure while maintaining extremely high standards
• Bachelors Degree (BA/BS)

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