Senior Specialist, Marketing Strategy

Job Description

Job Description

We are seeking an experienced Senior Specialist, Marketing Strategy with 7+ years of experience for a fully remote position with our client on the East Coast. Must have experience in the insurance or financial services industries. Must be able to work East Coast hours. Must have experience with Salesforce, CRM platforms, Excel, and Tableau. Salary is up to 95K with some flex depending on experience and qualifications.

The Senior Specialist, Marketing Strategy is responsible for developing and executing strategies that engage financial professionals and consumers, driving revenue growth and enhancing brand positioning. This cross-functional role involves collaboration across marketing, research, program development, and product innovation to create impactful initiatives tailored to target audiences.

Key Responsibilities :

• Develop and implement integrated strategies, programs, and tools to engage financial professionals and consumers and drive measurable growth.
• Utilize advisor and consumer research to inform segmentation strategies and create tailored experiences that enhance engagement.
• Collaborate with teams to develop solutions for financial professionals, including business cases, impact measurement, and promotional strategies.
• Design and execute national events targeting financial professionals in partnership with the Convening team.
• Identify new business opportunities and partnerships aligned with organizational objectives.
• Optimize content gating strategies for revenue generation and track performance metrics.
• Support advisor and consumer sub-committees to ensure alignment with strategic goals and member needs.
• Bachelor's degree required; business-related degree preferred.
• 8+ years of experience in strategy, marketing, consumer insights, or financial services.
• Strong strategic, analytical, and problem-solving skills; ability to translate insights into actionable strategies.
• Excellent written and verbal communication skills.
• Proven success in collaborating with sales teams to drive awareness and sales.
• Agile and adaptable to changing market or organizational needs.
• Ability to manage multiple programs simultaneously with a focus on delivering results on time and within budget.
• Expertise in B2B and B2C segmentation strategies.
• Self-starter with strong organizational and teamwork skills.