Strategic Marketing Planning: 
•    Collaborate with the Line-of-Business (LOB) team to define business objectives, customer segments, and product offerings.  
•    Develop marketing plans that support sales and growth goals, leveraging market insights, competitor analysis, and customer behavior trends.
•    Play key role in developing strategic briefs to guide marketing plans and go-to-market strategy. 
•    Engage research, stakeholders, and LOB teams to develop strategic messaging platforms to guide development of campaigns, content, and creative design.  

Plan Monitoring:  
•    Ensure all campaigns are aligned with marketing plans, LOB objectives, and messaging platforms.  
•    Review and communicate campaign performance, identifying improvement and optimization opportunities. 
•    Works within project management system to track progress of marketing projects and serves as the subject matter expert for all channel marketing projects. 
•    Monitor LOB budgets ensuring alignment with annual plans and GTM activities.    

Stakeholder Collaboration:  
•    Act as a liaison between the LOB team, marketing teams, and external partners to ensure alignment on goals and deliverables.  
•    Support internal communication efforts to keep stakeholders informed about marketing initiatives and results. 

KNOWLEDGE, SKILLS, ATTRIBUTES   

Industry Expertise:
•    Solid understanding of the Insurance and Retirement lines of business and their market environments.
•    Familiarity with customer demographics, behavior, and key competitors.

Marketing Concepts:
•    Proficiency in marketing strategy development, campaign planning, and execution.
•    Knowledge of customer lifecycle marketing, segmentation, and targeting.
•    Comprehensive knowledge of digital marketing channels, including social media, email, SEO/AEO, PPC, and content marketing.
•    Expertise in leveraging paid, earned, and owned media for brand growth.

Data, Analytics, and Legal Standards:
•    Strong understanding of metrics, including ROI, CAC, LTV, and engagement rates.
•    Knowledge of A/B testing, audience segmentation, and personalization techniques.
•    Awareness of data privacy regulations (e.g., GDPR, CCPA) and marketing compliance rules.
•    Familiarity with ad and content guidelines for different platforms.

Strategic Planning:
•    Ability to contribute to long-term marketing strategies that align with business objectives.
•    Skills in prioritizing projects to achieve maximum impact within budget constraints.

Project Management:
•    Expertise in managing cross-functional campaigns with multiple deliverables and deadlines.
•    Strong organizational skills to oversee project timelines, budgets, and resources.
•    Excellent written and verbal communication skills for creating compelling content and presentations.
•    Ability to adapt messaging for different channels and audiences.

Collaboration and Analytical Thinking:
•    Demonstrated ability to influence stakeholders, build alignment, and gain support for marketing strategies and priorities across Lines of Business and cross-functional teams.
•    Experience mentoring junior associates or collaborating with teams across functions.
•    Strong interpersonal skills to manage relationships with internal stakeholders and external partners.