Part-Time Sr. Customer Growth Retirement Marketing Specialist

Sr. Customer Growth Retirement Marketing Specialist

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing. Position Title : Sr. Customer Growth Retirement Marketing Specialist Duration : 3+ months with the potential to extend / convert full-time Hours : 25-30 hours a week with potential to increase Location : Remote, EST / CST Hours

This job requires both marketing experience and strong financial services background, preferably with Broker-Dealer, RIA, Retirement, Regional Bank and / or National Account marketing background

Key Responsibilities

Partner with Marketing colleagues and Sales team to understand the various needs by channel focus that translate into effective marketing tactics and strategies

Create and support marketing deliverables that align to business priorities specific for Broker-Dealers, RIAs, Retirement, Regional Banks, and, focus products to key advisor segments

Write and partner with Creative, Compliance, and Digital Marketing team to deliver quality leads to help drive business growth

Help drive demand for products based on product availability, firm-specific research, tailored advisor tracks, and a deep understanding of product platform availability at Broker-Dealers

Partner with Marketing colleagues to implement integrated campaigns to enhance Distribution effectiveness in driving positive net flows through Broker-Dealers, RIAs, Retirement, and Regional Banks

Execute on channel-specific events to help guide and develop agendas that will make an impact based on targeted audience

Maintain rules of engagement with key firms, including appropriate firm reviews and approvals

Collaborate with senior CGM team members and Insights team to identify and achieve key campaign segmentation opportunities, data-driven KPIs, and end-to-end measurement tracks

Monitor and analyze campaign performance, providing insights and recommendations to optimize engagement and advisor reach

Key Behavioral Expectations

Drives for results Creates Culture of Collaboration Communication & Engagement Unleashes Innovation Agility & Adaptability

Minimum Qualifications

BA / BS or equivalent 7-10 years industry experience, Broker-Dealer, RIA, and / or Retirement marketing experience preferred

Job requires both marketing experience and strong financial services background, preferably with Broker-Dealer, RIA, Retirement, Regional Bank and / or National Account marketing background

Knowledge, Skills & Abilities Required

Ability and desire to lead and support various initiatives with a collaborative, roll-up-your-sleeves mindset Demonstrates a strong work ethic and commitment to team and organization Responsive yet thoughtful to external firm / client requests Results driven - seeks to learn and enhance marketing initiatives based on data / results (quantitative / qualitative) Ability to think creatively and has the enthusiasm to present new ideas Must thrive working in a fast-paced, start-up environment, remaining flexible, proactive, resourceful, and efficient Excellent written and verbal communication and interpersonal skills Highly organized, project management skills, and proficient at working independently to manage tight deadlines Financial services experience required, preferably within the asset management space

Beacon Hill is an equal opportunity employer and individuals with disabilities and / or protected veterans are encouraged to apply. California residents : Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Company Profile : Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world class technology talent across all industries utilizing a complete suite of staffing services. Beacon Hill Technologies' dedicated team of recruiting and staffing experts consistently delivers quality IT professionals to solve our customers' technical and business needs. Beacon Hill Technologies covers a broad spectrum of IT positions, including Project Management and Business Analysis, Programming / Development, Database, Infrastructure, Quality Assurance, Production / Support and ERP roles.

Benefits Information : Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.