Director of Marketing Strategy and Planning

EPIC Brokers•San Francisco, CA

2d•$140,000 - $200,000•Hybrid

About The Position

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: EPIC is seeking a Director of Marketing Strategy & Planning to build and lead a new Strategic Marketing function that connects marketing to business strategy and drives visibility, alignment, and measurable growth across the firm’s specialty businesses and key business teams. This is a brand new role - this leadership role will serve as the architect and integrator of EPIC’s marketing planning discipline—defining how marketing contributes to the firm’s strategic goals, enabling greater focus on key national specialties, and ensuring that resources, programs, and investments are aligned to business outcomes. You will be responsible for shaping this new function from the ground up: establishing its purpose, structure, processes, and success metrics. You’ll lead a team of Strategic Marketing Managers (Account Executives) (each supporting 2–3 specialties and/or key businesses) and build the frameworks that guide how marketing plans are created, prioritized, measured, and executed across EPIC. This is a high-impact, high-visibility role for a strategic operator who thrives on turning complexity into clarity—someone who can see the big picture, connect the dots across teams, and drive focus and accountability in a fast-growing, matrixed organization.

Requirements

12+ years of progressive B2B experience in insurance, financial services, or professional services.
Proven success leading strategy, planning, or go-to-market functions tied directly to business outcomes.
Experience translating enterprise strategy into actionable marketing plans that drive growth and visibility.
Exceptional leadership and communication skills, with the ability to influence and align across a complex, matrixed organization.
Experience managing and developing high-performing teams.
Analytical, structured, and data-driven—able to build clarity, focus, and accountability around marketing impact.
Forward-thinking, collaborative, and comfortable leading through change in a fast-paced environment.

Nice To Haves

Understanding of integrated marketing, segmentation, demand generation, and performance measurement, preferred.

Responsibilities

Build and Lead the Strategic Marketing Function
Define and operationalize the Strategic Marketing function—its role, purpose, frameworks, and processes for planning and prioritization.
Lead, mentor, and develop a team of Strategic Marketing Managers (AEs) responsible for marketing strategy across EPIC’s specialty businesses and key business teams.
Establish clear connections between corporate brand and communications, and marketing teams embedded within the specialty and key business teams when they exist, to ensure consistent positioning and execution.
Champion a culture of planning discipline, measurement, and continuous improvement within the Marketing organization.
Strategic Planning and Alignment
Partner with Specialty, Regional, and Business Leaders to understand growth goals, target segments, and client needs—and ensure marketing strategies support them.
Translate EPIC’s enterprise strategy and “big bets” into actionable annual and multi-year marketing plans for each specialty.
Facilitate integrated planning sessions that connect corporate, specialty, and regional marketing initiatives under a shared set of goals, budgets, and KPIs.
Ensure specialty and business unit marketing plans reinforce EPIC’s unified brand architecture while highlighting the unique strengths and differentiators of each business.
Measurement and Performance Optimization
Develop and manage dashboards and reporting frameworks that link marketing activity to awareness, engagement, pipeline, and revenue impact.
Introduce standardized performance metrics, ROI models, and continuous improvement processes across specialties.
Partner with Sales, Finance and Analytics teams to ensure closed-loop measurement and data-informed optimization of marketing programs.
Integration and Collaboration
Serve as the strategic connector between business units and the broader Marketing Organization—including Brand, Communications, Digital, and Creative teams.
Build strong partnerships with Sales, Operations, and Corporate Support teams to align on growth priorities and enable joint accountability for outcomes.
Drive internal education, engagement, and storytelling to increase visibility and understanding of EPIC’s specialty capabilities across the enterprise.

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation