Manager of Retirement Growth Marketing - Remote (CST, MST or PST)

OneDigital

10d • $85,000 - $110,000 • Remote

About The Position

The Manager, Retirement Growth Marketing connects OneDigital’s national marketing capabilities with retirement plan growth across the West and Central regions. With an advisor-first, consultative mindset, this individual partners with retirement advisors and consultants as they build and execute growth plans, helping them prioritize opportunities, strengthen prospecting practices, improve pipeline visibility, adopt AI-enabled solutions, and use OneDigital’s converged workplace offering.

Reporting to the Director, Financial Services Field Operations, this role works at the intersection of field marketing, sales enablement, and growth operations. The manager adapts national programs for local relevance, develops market-level campaigns where appropriate, and serves as a regional marketing partner on high-value pursuits. The role brings regional insights to national teams and scales effective practices across markets to strengthen alignment between national strategy and local needs and help advisors build consistent, effective growth practices.

Requirements

• Strong consulting and facilitation skills, including the ability to turn strategy into practical action and influence stakeholders without direct authority.
• Strong understanding of pipeline and funnel marketing, including lead management, conversion, opportunity progression, and pipeline visibility.
• Proficiency with Salesforce and experience using CRM data to evaluate activity, identify opportunities, and inform recommendations.
• Ability to interpret data, recognize patterns, diagnose barriers, and identify successful practices that can be standardized and scaled across markets.
• Ability to adapt enterprise programs to local market needs while maintaining alignment with national strategy, standards, and priorities.
• Strong written, verbal, organizational, and relationship-management skills, including the ability to manage multiple stakeholders and priorities across a large geographic territory.
• Ability to travel throughout the West and Central regions as business needs require.
• Bachelor's degree in Marketing, Business, Finance, or a related field, or equivalent related experience.
• 6+ years of experience in field marketing, advisor marketing, growth marketing, sales enablement, revenue operations, or a related discipline.
• Experience in the retirement plan industry, including defined contribution and/or defined benefit plans, or comparable institutional retirement experience, with a strong understanding of retirement advisors and consultants, the plan sponsor buying process, and advisor-led growth.
• Experience developing and executing marketing campaigns, including audience selection, segmentation, messaging, channel approach, and performance measurement.
• Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Nice To Haves

• Familiarity with nonqualified executive benefit solutions, defined benefit plans, and/or other institutional asset pools.
• Experience supporting referral programs, COI strategies, and advisor-led event strategies.
• Experience driving cross-practice or converged growth.
• Experience driving adoption of AI-enabled sales, marketing, prospecting, or revenue-intelligence tools.
• Familiarity with Seismic, ZoomInfo, intent-data platforms, marketing automation, and reporting tools.
• Experience supporting integration and onboarding of newly acquired or newly joined advisors and teams.
• Experience supporting competitive finalist presentations, RFP responses, or complex pursuit processes.

Responsibilities

• Serve as a trusted growth marketing consultant to retirement advisors and consultants, helping them prioritize opportunities and translate national marketing programs into practical, locally relevant growth activation plans.
• Partner with advisors on individual growth plans, connecting them with relevant campaigns, content, programs, and resources, and driving adoption of growth-enablement platforms and approved AI and convergence solutions through individual and small-group enablement.
• Adapt national campaigns and marketing assets for local markets and develop local campaigns and activations where national programs do not address a regional opportunity.
• Help advisors incorporate AI-enabled tools and digital coworkers into prospecting to identify opportunities, prioritize outreach, and build consistent business development habits while reinforcing responsible use, data quality, and compliance.
• Use CRM data, performance indicators, and field insights to monitor campaign participation, lead response, opportunity progression, advisor engagement, technology adoption, convergence referrals, finalist activity, and event outcomes; identify execution gaps and recommend actions to improve results.
• Enable retirement advisors to identify and advance convergence opportunities across Employee Benefits, HR Consulting, Property & Casualty, Nonqualified Executive Benefits, and Wealth.
• Serve as the regional marketing liaison on high-value opportunities, aligning messaging, tailoring materials, coordinating preparation, and capturing win/loss themes with advisors, market leaders, and national marketing.
• Enable retirement plan advisors to build and strengthen centers-of-influence relationships with CPAs, ERISA attorneys, recordkeepers, TPAs, and other retirement ecosystem partners.
• Advise retirement advisors and market leaders on event strategy, including audience selection, engagement objectives, lead capture and follow-up, and evaluation of success.
• Support integration and onboarding of newly acquired and newly joined advisors and teams by connecting them with marketing programs, growth resources, technology platforms, and enablement opportunities.
• Connect field and national teams by surfacing resource gaps, advisor feedback, local market intelligence, and successful practices that can be scaled.

Benefits

• Health, wellbeing, retirement, and other financial benefits for eligible employees.
• Paid time off.
• Overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses according to company policy.
• Employee perks and discounts.

What This Job Offers

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