Lead Strategist, Marketing

Accountabilities:

• Develop and maintain differentiated messaging frameworks and content strategies to drive engagement and demand across pension and institutional solutions markets.

• Translate business and segment objectives into clear marketing strategies, positioning, and content execution plans.

• Conduct and apply market research, competitive analysis, and industry trend insights to inform strategic marketing direction.

• Partner with segment marketing teams and stakeholders to ensure alignment between business goals and messaging strategy.

• Track, analyze, and report on marketing performance, using insights to refine content and improve future outcomes.

• Lead storytelling initiatives that simplify complex financial and pension concepts for target institutional audiences.

• Provide informal leadership and mentorship to marketing peers, supporting consistency and quality across deliverables.

• Collaborate with creative agencies and internal teams to develop high-quality, impactful marketing materials.

• Ensure marketing content aligns with regulatory requirements and industry standards for financial services.

Requirements

• Bachelor’s degree or equivalent experience in Marketing, Business, or a related field.

• 10+ years of marketing experience, preferably within financial services, asset management, or retirement solutions.

• Strong expertise in pension-related markets, including Defined Benefit (DB), LDI, OCIO, and custody solutions.

• Deep understanding of modern marketing strategy, content development, and audience segmentation.

• Proven ability to develop compelling narratives and simplify complex technical or financial information.

• Experience working with cross-functional stakeholders and external creative agencies.

• Strong analytical skills with the ability to interpret data and measure marketing effectiveness.

• Excellent communication and storytelling skills, with strong executive presence.

• Demonstrated ability to influence stakeholders and drive alignment across teams.

• Experience in asset management or retirement industries is highly preferred.

• Ability to travel occasionally as required.

Benefits

• Competitive annual salary ranging from $127,000 to $171,000, with eligibility for bonus programs.

• Flexible Time Off (FTO) allowing salaried employees to take paid time away without accrual limits.

• Pension eligibility and long-term retirement planning benefits.

• Comprehensive healthcare coverage and employee well-being programs.

• Professional development and career growth opportunities within a global financial organization.

• Collaborative, mission-driven environment focused on innovation and customer impact.

• Exposure to high-value institutional markets and strategic marketing initiatives.

• Inclusive workplace culture supporting diversity, equity, and professional development.

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