Senior Vice President, Marketing – Retirement, Investment & Wealth Solutions

Ascensus•Needham, MA

10d•$300,000 - $325,000

About The Position

The Senior Vice President, Retirement, Investment & Wealth Solutions Marketing is a key commercial leader responsible for driving growth across multiple Ascensus businesses and contributing to enterprise results in net sales, number of savers, and reputation. The role reports to Ascensus’ Chief Marketing Officer and serves on both the Marketing, Analytics & UX leadership team and the Retirement leadership team. The position leads marketing strategy and execution across retirement, investment, and wealth solutions. It connects business growth with client experience, using commercial insight, analytics, retirement and investment expertise, marketing, and UX to increase client engagement, digital adoption, sales, retention, and saver outcomes. The role also leads AI adoption and workflow improvement across the Retirement marketing team. The leader is accountable for commercial program targets and performance, brand positioning and storytelling, corporate events, cross-functional influence, team development, responsible handling of confidential information, and compliance review of Retirement marketing. Ascensus describes its purpose as helping more savers save more and improving workplace savings availability and quality and savers’ retirement outcomes.

Requirements

At least 15 years of related experience in B2B financial services, retirement, and/or investment marketing.
Proven track record of marketing programs that delivered documented sales, pipeline, and revenue growth in financial services.
Strong analytics orientation.
Experience positioning and elevating financial services brands through consistent messaging across marketing and communications channels.
Superior content and communications skills.
Ability to use marketing and UX to drive participant engagement, digital adoption, and improved saver outcomes.
Demonstrated success managing complex projects, influencing others, and working in a fast-paced environment.
Effective decision-making, problem-solving, and follow-through skills, with a commitment to optimizing programs based on data and performance.
Proven experience using AI across marketing functions, including content creation, design, project management, and insights generation.
Ability to set a vision, develop and manage high-performing teams, and foster teamwork, inclusivity, collaboration, positivity, accountability, and ownership.
Ability to adapt, make decisions in challenging or ambiguous circumstances, and respond to changing priorities.
Ability to build effective relationships and collaborate across business, service, technology, product, and Marketing, Analytics & UX teams.
Four-year college degree in marketing, communications, or a related field.

Nice To Haves

Strong defined contribution, retirement, and investment experience across advisor, third-party administrator, plan sponsor, and participant audiences.
Master’s degree.

Responsibilities

Define marketing strategy and clear objectives and key results aligned with multi-year business growth plans, segmentation, customer behavior, and the competitive landscape.
Direct execution and measurement of go-to-market programs, campaigns, product demonstrations, technology showcases, and selling systems to support sales growth and client retention.
Market key offerings, expand the sales pipeline through qualified leads, and improve lead-to-opportunity rates, win rates, and new saver revenue.
Improve brand familiarity and communicate differentiation and value propositions through storytelling across sales and marketing channels, including sales enablement, web, public relations, social media, thought leadership, partnerships, and events.
Own the corporate events strategy, including client and advisor events, and set commercial targets for major events.
Use data and analytics to improve segmentation, campaign targeting, message personalization, marketing impact, and cost of acquisition across institutional accounts, partners, banks and credit unions, TPAs, retirement advisors, small-to-mid-sized businesses, and savers.
Own commercial targets and results for marketing programs; partner with Insights & Analytics to evaluate program performance and financial and commercial impact, and optimize strategy and execution.
Use marketing technology, data, AI, experimentation, and client experience measurement to scale and optimize initiatives and improve outcomes across marketing touchpoints.
Drive AI adoption across the Retirement marketing team and partner with Marketing Operations to re-engineer and standardize workflows.
Influence cross-functional teams and stakeholders to support commercial results and successful marketing initiatives.
Develop relationships with Sales teams, gather input on client needs and marketing programs and messaging, and keep teams informed about marketing efforts and effectiveness.
Inspire and develop the Marketing team through transparent communication, inclusion, clear goals and expectations, empowerment, and a shared vision for excellence.
Lead in accordance with Ascensus’ Core Values of People Matter, Quality First, and Integrity Always.
Secure and properly handle confidential data to prevent unauthorized access, improper transmission, or unapproved disclosure.
Ensure Retirement marketing receives required compliance review and approval before use, and manage brand and reputational risk in partnership with Corporate Communications and Compliance.