Marketing Specialist - Retirement Services

About the position

The Marketing Specialist is responsible for developing assets, client deliverables, and other marketing materials for MMA East Region's Retirement Services division. This role will also support the Request for Proposal (RFP) process, ensuring that our marketing efforts align with our strategic goals and effectively communicate the value of our retirement solutions to clients.

Responsibilities

• Create and manage a variety of marketing materials, including brochures, presentations, case studies, and digital content that effectively communicate the benefits of our retirement services.
• Oversee the organization and maintenance of marketing assets, ensuring they are up-to-date, accessible, and aligned with brand guidelines.
• Collaborate with cross-functional teams to gather information and develop compelling responses to RFPs, ensuring that all submissions are accurate, timely, and tailored to client needs.
• Conduct research to understand market trends, competitor offerings, and client needs to inform marketing strategies and collateral development.
• Assist in the planning and execution of marketing campaigns, including email marketing, social media, and events, to promote retirement services.
• Monitor and analyze the effectiveness of marketing materials and campaigns, providing insights and recommendations for continuous improvement.
• Work closely with internal stakeholders, including sales, product development, and compliance teams, to ensure alignment and support for marketing initiatives.

Requirements

• Bachelor's degree in Marketing, Communications, Business, or a related field, or equivalent work experience.
• A minimum of three (3) years of experience in marketing within the financial services industry.
• Retirement Services or Wealth Management experience is strongly preferred.
• Strong writing and editing skills, with the ability to create clear and persuasive marketing content.
• Proficiency in marketing software and tools, including CRM systems, email marketing platforms, and design software.
• Excellent organizational skills and attention to detail, with the ability to manage multiple projects simultaneously.
• Strong analytical skills, with the ability to interpret data and make data-driven decisions.
• Ability to work collaboratively in a team environment and communicate effectively with diverse stakeholders.
• Solid interpersonal, verbal and written communication skills.
• Ability to work well independently and as a team member; multitask and successfully operate in a fast-paced work environment; prioritize projects and meet deadlines.
• Ability to follow through on and successfully execute tasks while adhering to specified quality standards.
• Must be proficient in the Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, and Access).
• Proficiency in use of PC such as keyboard skills and electronic folder/file organization and management.
• Aptitude for learning internal systems, applications and internal workflow of the department.
• Must be able to effectively interact and deal with people at all levels inside and outside of the company.

Benefits

• Health and welfare benefits
• Tuition assistance
• 401K savings and other retirement programs
• Employee assistance programs