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Marketing Manager (Financial Experience Required)

Ascensus
United States, Georgia, Atlanta
March 22, 2024

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch 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 fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.

Section 1: Position Summary

The Marketing Manager strategically leads and provides tactical support to champion greater adoption and utilization of key services and features with assigned line(s) of business. This includes the support of ongoing omni-channel communications needs, product development go-to-market planning, client retention initiatives, point of sales positioning, differentiating thought leadership and account engagement responsibilities based on the position requirements.

The position manages all aspects of marketing including planning, project management, creation, distribution, and measurement, analysis, and potentially budgeting and vendor management. External client and internal stakeholder relationship management is also a large part of this role.

The ideal candidate has financial services experience and is a quick learner who can think strategically and operate effectively in a fast paced, deadline driven environment. Exceptional customer service and the ability to work both individually and as part of a cross functional team are crucial. The Marketing Manager must be able to build and foster strong and strategic relationships with internal colleagues and externally with clients and/or institutional partners.

We are hiring for one position but have multiple postings for marketing purposes.

Success in this role demands the ability for:

* Thinking strategically and creatively

* Planning effectively with great forethought and attention to detail

* Consulting with and influencing key clients, stakeholders and/or leaders of the business

* Introducing innovative marketing campaigns, including thoughtful ways to influence sales, purchasing behavior, and participant investing behavior.

* Offering a contemporary marketing skill set

Section 2: Job Functions, Essential Duties and Responsibilities


  • Be aware and have working knowledge of marketing efforts of other clients, and monitor competitor marketing efforts. Draw upon these examples to demonstrate knowledge and offer additional opportunities and suggestions to your clients in a consultative manner.
  • Maintain excellent working relationships with internal partner teams. Keep teams informed of all marketing efforts
  • Understand and advocate both our corporate and line of business brands
  • Collaborate to research and create content for RFP responses and presentations as necessary. Participate in production and presentations as necessary.
  • Lead formal client presentations to clients and internal leadership teams on key marketing initiatives.
  • Create and manage the development of key marketing components, activities, and initiatives across the assigned LOB
  • Deliver marketing tactics with measurable outcomes and drive continuous improvement
  • Guide creative teams' development and execution of key LOB marketing deliverables across print, digital, social and web channels as appropriate
  • Operate as a key contributor who provides critical thinking when defining solutions and creating actionable marketing strategies to drive business growth
  • Ensure specific LOB marketing themes and messages align with enterprise messaging
  • Implement required processes for effective delivery of all advisors and / or plan sponsor programs and marketing materials
  • Act as a key contributor on cross-team projects to ensure our positioning is compelling and differentiating to connect with our target audience
  • Monitor competitive positioning, stay current on industry trends and regulatory issues that impact our business
  • Protect, secure, and properly handle all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture

Section 3: Experience, Skills, Knowledge Requirements


  • A minimum of 7 years' experience in marketing, with demonstrated success in marketing and communications management
  • Experience working in the financial field
  • Strong in managing strategic integrated omni-channel marketing programs is essential.
  • Ability to support materials like client presentations, RFPs, creative briefs, and project plans.
  • Ability to handle multiple priorities to meet deadlines in a fast-paced, client-service driven environment.
  • Highly motivated, problem solver, resourceful, with the ability to interact effectively with cross-functional teams.
  • Self-starter who is proactive and can work independently
  • Strong communication skills required to work effectively with internal and external clients and with all levels of management.
  • Strong analytical skills with proven ability to demonstrate interpretation capabilities and apply learnings across products and channels.
  • Excellent verbal and written communication skills; and strong presentation skills.
  • Excellent interpersonal skills and a team leader spirit.
  • Client management experience highly desired.
  • Retirement industry or financial services experience preferred
  • Deep understanding of (or strong interest in) the retirement industry, the advisor sales channel, and the role of TPAs in the market preferred
  • Strong project management abilities with experience in leading and executing initiatives from strategy through execution
  • Strong results-oriented and metrics-driven approach to problem solving
  • Demonstrated experience in building client presentations, RFPs, creative briefs, project plans, and cost estimates
  • Understanding of digital marketing strategies and tools, including social media marketing
  • Ability to build collaborative relationships and influence key stakeholders and internal constituents
  • Working knowledge of marketing automation platforms such as Sales Force Marketing Cloud preferred

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

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