Director, Strategic Planning and Marketing

If you’re looking for a special place to build or grow your career, IDEX offers opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses globally.

About the role

The Director of Strategic Planning & Marketing leads business unit strategic planning, growth marketing, and portfolio direction to drive sustainable, profitable growth. This role connects long-range strategy (STRAT) with annual operating plans (AOP) and market-facing execution, translating customer insight, market data, and 80/20 analysis into clear priorities and action. It serves as a senior thought partner to leadership, aligning global market strategy, product portfolio, commercialization, and marketing execution to ensure focus on the highest-value customers, segments, and applications.

Responsibilities

• Lead the Strategic Planning (STRAT) process, including development, refresh, and annual review of long-range (3–5 year) and mid-term (12–18 month) strategic priorities.
• Translate strategic priorities into AOP inputs, key initiatives, and measurable outcomes in partnership with Finance, Sales, Engineering, and Operations.
• Direct market analysis on mega-trends and key industry changes to identify business unit strengths, weaknesses, opportunities, and threats (SWOT).
• Conduct portfolio, segment, and market analysis to identify growth opportunities, gaps, and risks.
• Lead analysis of Total Addressable Market, Served Available Market, and Target Market.
• Apply 80/20 principles to products, customers, segments, and applications to optimize focus, investment, and returns.
• Provide strategic insight and recommendations to senior leadership on growth investments, resource allocation, and market expansion.
• Analyze, plan, implement, and evaluate short- and long-term business strategies and market initiatives in collaboration with business unit leadership.
• Lead go-to-market strategy, including positioning, messaging, pricing collaboration, and launch excellence for new and existing offerings.
• Oversee growth marketing strategy, including demand generation, funnel optimization, account-based marketing, and lead development.
• Ensure marketing programs support sales enablement, pipeline development, and customer acquisition goals.
• Connect customer insight, market data, and digital analytics to continuously improve marketing effectiveness.
• Own digital marketing from strategy to execution, including category experiences, creation of digital content, and marketing plans.
• Lead the development of strategies and plans to promote products and services across multiple market segments and sales channels.
• Partner with Product Management, Engineering, and Sales to ensure portfolio strategy aligns with customer needs and core competencies.
• Provide leadership for Product Management in achieving product lifecycle management and margin optimization goals.
• Support new product development (NPD) from a market and commercialization perspective, aligning front-end strategy and back-end launch execution.
• Collaborate on pricing strategy and value proposition development, ensuring clear differentiation and value-based messaging.
• Lead, develop, and mentor strategic and marketing talent, setting clear expectations and accountability.
• Act as a key interface for Marketing and Product Management with IDEX corporate and segment-level leaders.
• Present insights, recommendations, and performance updates to executive leadership.
• Foster a culture of data-driven decision-making, customer focus, and continuous improvement.

Requirements

• Bachelor’s degree in Industrial Management, Engineering, or Business Administration required; Master’s degree in Engineering or Business Administration preferred.
• At least 8+ years of related experience.
• Strong analytical capability, including market analysis, financial acumen, and 80/20 application.
• Proven ability to influence senior leaders and lead cross-functional initiatives.
• Demonstrated experience leading strategic planning (STRAT), AOP alignment, and portfolio strategy.

Skills

• Excellent written and verbal communication skills.
• Excellent managerial and supervisory skills.
• Excellent analytical and problem-solving skills.
• Extensive marketing and product management knowledge.
• Proficient in Microsoft Office Suite and engineering software.

Physical Demands

• Requires use of hands and arms at least 60% of the time.
• Majority of the time is spent sitting.
• Lifting requirements are generally less than 10 lbs; manual lifting could reach the company maximum of 35 lbs.
• Time is primarily spent in a climate-controlled office environment with balance in the shop.
• Noise exposure is moderate.
• Close vision, depth perception, and the ability to adjust focus are necessary to perform the job functions.

Key Competencies

• Problem-solving: Identifies and resolves problems in a timely manner and gathers and analyzes information skillfully.
• Interpersonal Skills: Maintains confidentiality, remains open to others’ ideas, and exhibits willingness to try new things.
• Relationships with Others: Works effectively and relates well with others, including superiors, colleagues, and individuals inside and outside the Company.
• Communication and Contact: Communicates effectively both verbally and in writing with superiors, colleagues, and individuals inside and outside the Company.
• Planning/Organizing: Prioritizes and plans work activities, uses time efficiently, and develops realistic action plans.
• Quality Control: Demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• Adaptability: Adapts to changes in the work environment, manages competing demands, and is able to deal with frequent change, delays, or unexpected events.
• Dependability: Is consistently at work and on time, follows instructions, responds to management direction, and solicits feedback to improve performance.
• Safety and Security: Actively promotes and personally observes all safety procedures and complies with Environmental, Safety, and Hazardous Communications requirements.

Pay

The compensation range for this position is $156,000.00 - $234,000.00, depending on experience. This position may be eligible for a performance-based bonus plan.

Benefits

Our comprehensive U.S. benefit offerings include:

• Health benefits
• 401(k) retirement savings program with company match
• Paid time off (PTO)
• Additional benefits and rewards (more information available on our career page)