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

Ascensus•Needham, MA

About The Position

The Senior Vice President, Retirement, Investment & Wealth Solutions Marketing is a key commercial leader responsible for driving growth across multiple Ascensus business lines and contributing to enterprise results for net sales, number of savers, and reputation. The role reports to the Chief Marketing Officer and serves on the Marketing, Analytics & UX leadership team and the Retirement leadership team. It calls for a commercially minded marketing leader with strong analytical skills, retirement and investment expertise, and the ability to use marketing and user experience to improve client engagement, digital adoption, and saver outcomes. The role defines marketing strategy and measurable objectives, directs go-to-market execution, and develops programs to grow sales, strengthen client retention, increase qualified leads, and improve conversion and revenue. It reinforces Ascensus’ value proposition through effective messaging and storytelling across sales and marketing channels, and leads corporate events strategy with commercial targets for major events. The position uses data, analytics, marketing technology, AI, experimentation, and client experience measurement to improve targeting, personalization, program performance, and marketing efficiency. It owns commercial targets and partners with Insights & Analytics to assess program results and financial impact. The leader also drives AI adoption and workflow improvements, collaborates with Sales and other cross-functional teams, and develops a high-performing marketing team. The role is responsible for leading with Ascensus’ core values, protecting confidential information, ensuring required compliance review and approval of Retirement marketing, and managing brand and reputational risk in partnership with Corporate Communications and Compliance.

Requirements

At least 15 years of related experience in B2B financial services, retirement, and/or investment marketing.
Proven record of marketing programs that delivered documented sales, pipeline, and revenue growth in financial services.
Strong analytical orientation.
Experience positioning and elevating financial services brands through consistent messaging across marketing and communications channels.
Superior content and communications skills.
Ability to position and market businesses and solutions across client experience touchpoints based on client decision-making drivers.
Commitment to understanding clients, the competitive landscape, and changing market conditions.
Proven ability to use marketing and UX to drive participant engagement, digital adoption, and better saver outcomes.
Proven success managing complex projects, influencing others, and working in a fast-paced environment.
Effective decision-making, problem-solving, and follow-through skills, with the ability to optimize 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 for excellence, inspire a team, and foster teamwork, inclusion, collaboration, positivity, accountability, and ownership.
Proven ability to recruit, develop, and manage high-performing teams.
Resilience and ability to make decisions in challenging or ambiguous circumstances and adapt to emerging priorities.
Ability to build effective relationships and collaborate with business, service, technology, product, and Marketing, Analytics & UX partners.
Four-year college degree in marketing, communications, or a related field.

Nice To Haves

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

Responsibilities

Define marketing strategy and clear objectives and key results based on multi-year business growth plans, market and client segmentation, customer behavior, and the competitive landscape.
Direct the execution and measurement of go-to-market programs, campaigns, product demonstrations and technology showcases, and selling systems that 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 articulate Ascensus’ differentiation and value proposition across sales enablement, web, PR, social media, thought leadership, partnerships, and events.
Develop effective messaging that connects products and services to the company’s value proposition.
Own the corporate events strategy, including client and advisor events, and establish commercial targets for major events.
Use data and analytics to improve segmentation, campaign targeting, message personalization, financial impact, and acquisition costs across institutional accounts, white-label partners, banks and credit unions, TPAs, retirement advisors, small-to-mid-sized businesses, and savers.
Own commercial targets and results for marketing programs and partner with Insights & Analytics to assess performance and financial and commercial benefits.
Continuously optimize program strategy and execution to meet financial measures.
Use marketing technology, data, AI, experimentation, and client experience measurement to scale 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 resources, build stakeholder support, and encourage strong contributions to marketing initiatives.
Maintain relationships with Sales teams, gather input on client needs and marketing programs and messaging, and communicate marketing efforts and effectiveness.
Inspire and develop the Marketing team through transparent communication, inclusion, clear goals, empowerment, and a shared vision for marketing excellence.
Lead according to 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 with Corporate Communications and Compliance.