Director, Marketing Process & Technology

Ethos Life

12h•$200,000 - $352,000•Remote

About The Position

Ethos is seeking a Director, Marketing Process & Technology to join their Compliance department. This senior leader will be responsible for end-to-end marketing compliance review, including the process, technology, and performing reviews. The role involves leveraging AI for automation in marketing review while maintaining high standards. The individual will serve as the business owner of the AI tool, focusing on its absorption capacity and reliability. They will also manage the marketing review process, including intake, prioritization, review standards, approved language, recordkeeping, and relationships with Marketing, Brand, and business teams. This is a player-coach role requiring hands-on review and eventual management of a compliance analyst. The position demands a risk-minded, team-oriented, creative, and technology-forward individual confident in determining acceptable risk.

Requirements

12+ years of relevant Compliance work experience in the insurance industry, including significant hands-on marketing and advertising review experience
Deep expertise in insurance regulatory marketing compliance, including advertising requirements, required disclosures, and advertising filing obligations across states
Demonstrated ownership of a high-volume marketing or advertising review function, including the standards and the workflow behind it
Hands-on experience putting AI or automation to work inside a compliance review workflow - configuring it, measuring it, and improving it, rather than simply using it
Ability to define and defend where automation is appropriate and where human judgment is required, and to evidence that distinction to auditors, examiners, and carriers
Strong process design instincts, including: intake, SLAs, prioritization, throughput, and cycle time
Comfort working with data to measure review quality and automation performance, and to report both to senior leadership
Exceptional written and verbal communication skills
Persuasive communicator and thought leader who can hold a firm line with Marketing without becoming a bottleneck
Be highly responsive and service-oriented, with a demonstrated ability to maintain strong working relationships with demanding internal clients
Experience hiring, developing, and managing an analyst, or clear readiness to do so
Possess sound and practical business judgment, and confidence in determining acceptable risk
Ability to multi-task and work independently or with cross-functional teams, while adapting quickly to ambiguous and rapidly changing environments
Attention to detail
Ability to work in a fast-paced environment and manage multiple deadlines

Responsibilities

Own the AI marketing review tool and drive the shift toward automated, AI review, including: Act as business owner and administrator of the tool, including configuration, rule and prompt tuning, testing, and release management
Define the automation tiers: what AI approves outright, what AI reviews subject to human confirmation, and what always requires human review
Continuously improve automated review quality by measuring the tool’s output against human review, tuning to reduce missed issues, and expanding the categories of content it can handle
Establish human-in-the-loop thresholds, sampling, and ongoing QA to validate that the tool remains reliable as content, products, and regulations change
Own the auditability of AI-assisted decisions so that any approval can be reconstructed and defended to an examiner, auditor, or carrier
Partner with vendors and with internal engineering and data teams on integration, evaluation, and roadmap
Grow the share of reviews completed through automation as a primary, measured objective
Own the marketing compliance review process, including: Design and run intake for all marketing review requests, with clear SLAs, routing, and prioritization
Maintain the review standards of record, including: review criteria, required disclosures, and the library of pre-approved claims and language
Personally perform the majority of reviews and serve as decision-maker on close calls, documenting rationale so decisions accumulate into usable precedent
Maintain the recordkeeping and audit trail of submissions, versions, approvals, and conditions of approval
Measure and improve throughput, cycle time, and review quality
Cover the full range of marketing content subject to review, including: Consumer-facing marketing across paid media, lifecycle and email, web, brand, and social
Agent and producer-facing materials, including recruiting, training, and sales support content
Partner, carrier, and co-branded campaign materials
Product and disclosure content embedded in online flows, including rate and quote presentation and required disclosures
Keep standards evergreen, including: Translate insurance advertising and marketing regulatory change into concrete review criteria, tool rules, and updated approved language
Refresh disclosure and claim libraries as products, state approvals, and carrier requirements change
Partner across the business, including: Embed compliance early in the marketing lifecycle, at brief and concept stage rather than at launch
Act as trusted advisor and thought leader to Marketing, Brand, Growth, Product, and Legal
Partner with the Compliance Risk Management team so that marketing review controls are documented and independently tested
Support advertising filings where required, along with market conduct exams, regulatory requests, carrier requests, and data calls
Build and lead the function. You will operate as a hands-on player-coach, then hire, onboard, develop, and manage a compliance analyst as volume and automation maturity allow
Own marketing compliance reporting and governance, including review volume, cycle time, automation rate, quality and error rates, and KRIs
Assist in drafting and updating marketing compliance policies and procedures
Provide general compliance support, as needed, across the team and company, including research and provisioning of compliance guidance across Ethos