Investments and Charitable Giving Marketing Specialist

knightsofc • New Haven, CT

8d • $88,000 - $149,500 • Hybrid

About The Position

The Investments and Charitable Giving Marketing Specialist will play a vital role in assisting with the development and implementation of investments and charitable giving marketing campaigns and initiatives. This role will assist in promoting the Knights of Columbus investments and charitable giving programs through a multitude of platforms and activation channels. Under the guidance of the Associate Director, Investments and Charitable Giving Marketing, the Investments and Charitable Giving Marketing Specialist will manage complex projects with multiple stakeholders and tight deadlines. Exceptional interpersonal skills required to mobilize resources, collaborate with internal creative partners and compliance officers.

Requirements

• Must be highly organized and operate with a sense of urgency
• Passion for investments and charitable giving marketing and agent experience
• In-depth knowledge of investments and charities positioning and regional advertising
• Must be able to work in a fast-paced environment with demonstrated ability to coordinate multiple projects/initiatives simultaneously while meeting deadline and business objectives
• Must have a proven ability to work with a high degree of independence and to plan, organize, and implement multiple projects within time and budget constraints
• Excellent written and verbal communication skills are required as is an acute sense of detail-orientation
• Excellent customer service organizational skills
• Ability to effectively interact and collaborate with the marketing team, internal stakeholders, field force, and vendors
• Highly analytical and capable of building reports
• BA or BS in Marketing or a related field
• Authorization to work in the United States it Required
• This position is not eligible for visa sponsorship.

Nice To Haves

• 5+ years of marketing experience, preferably in the financial service/life insurance industry
• Experience in managing and executing direct mail, advertising, content development, relationship management, and localized agency marketing projects

Responsibilities

• Maintain inventory of the Investments and charitable giving materials on the Fraternal and Agent Supply Stores to ensure all assets are up to date, removing any assets that are expired or out of compliance while working to continuously improve process, production, and efficiency of the Supply Stores in support of the IARs (Investment Advisor Representatives), fraternal teams, and marketing department.
• Accountable for reviewing feedback from the IARs regarding available assets, reporting on the gaps they identify in order to determine if there is a marketing need.
• Strategize to improve the overall investment and charitable giving marketing experience for applicable members of the fraternal business and field force.
• Mobilize project resources and competently communicate goals and milestones to stakeholders.
• Regularly report out on progression and status to stakeholders, providing detailed analysis of platform performance.
• Partner with Associate Director, Investments and Charitable Giving Marketing and members of the greater Marketing and CX team to understand goals, scope and timing of projects and play an integral role on deliverables within campaigns across product marketing, agent recruitment, and more.
• Engage with marketing and business leaders to build communication to IARs, the investments team, and membership.
• Other duties as assigned.

Benefits

• 13 paid holidays per year in addition to vacation and paid sick leave
• Flexible workweek schedules
• Certifications, designation, and tuition reimbursement
• 401(k) retirement savings plan with matching company contributions
• Cash balance retirement plans fully funded by the company
• Short-term disability and term life insurance fully paid for by the company
• Up to 12 weeks of childbirth leave under STD policy
• One week of fully paid parental leave for all new parents, including adoptive and foster parents
• A variety of health insurance options, including premium-level family coverage
• Pre-tax Health Savings Account with employer contributions
• Long-term disability insurance
• Dental insurance
• Vision insurance
• Health club membership reimbursement
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level