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. 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

Minimum Qualifications

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

Knowledge, Skills & Abilities Required

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.