Senior Annuity Marketing Strategist

About the role

We are seeking a Senior Annuity Marketing Strategist to join our Marketing Strategy Team in Newport Beach, CA or Omaha, NE. This is a hybrid role combining strategy development and campaign execution with relationship management for the advisory channel.

Responsibilities

• Own the strategic development and maintenance of advisory annuity product marketing, including point-of-sale collateral, webpages, and other assets.
• Drive go-to-market strategy and execution of omnichannel marketing campaigns—including email, social, and web—to build awareness and adoption of advisory annuity products.
• Serve as the advisory annuity product expert for Marketing by providing insights, guidance, and expertise that inform campaign strategies, positioning, and communications and ensure materials align with firm and channel-specific needs.
• Contribute to and support thought leadership development and media storytelling opportunities that position advisory annuities beyond product features by highlighting their broader value in financial planning.
• Collaborate with cross-functional Marketing partners—including Creative Services, Marketing Operations, Digital Execution, and Campaign Management—to ensure campaigns, messaging, and initiatives align with business priorities.
• Partner with internal stakeholders to execute campaigns and promotional opportunities and identify ways to educate internal teams and support their marketing efforts.
• Serve as the primary marketing contact for the Sales teams, developing marketing campaigns and sales ideas that align with product positioning and priorities.
• Proactively communicate with all internal and external stakeholders and teammates to ensure alignment, clarity, and transparency throughout projects and initiatives.
• Ensure product materials are timely, compliant, and effectively distributed across relevant channels.
• Monitor industry trends, competitor activity, and field feedback to translate insights into actionable marketing strategies and product positioning that maintain a competitive advantage.
• Inform dynamic digital tools and sales collateral that help financial professionals and clients understand complex retirement income strategies.
• Monitor performance of campaigns and initiatives, using data and feedback to refine strategies and optimize impact.
• Represent Marketing in strategic cross-functional meetings such as PMO by receiving updates on product or timing changes, advising on marketing impacts, and communicating key information back to the Marketing team for alignment.
• Travel periodically with the Sales team or industry conferences to gain deeper insight into the sales process to better support business and marketing needs.

Requirements

• 8 to 10+ years of experience in product marketing and sales within financial services; experience with annuities is required; advisory annuities preferred.
• Exhibit excellent communication skills across all levels of the organization, tailoring messages to effectively engage executives, peers, cross-functional partners, and team members.
• Develop marketing deliverables such as pitch decks, creative briefs, and email journey maps to support campaign strategy and execution.
• Knowledge of marketing technologies such as customer relationship management (CRM) systems, marketing automation platforms, sales enablement tools, social media management tools, and analytics platforms.
• Communicate effectively, manage time well, and pay close attention to detail while handling multiple projects with overlapping deadlines.
• Collaborate across teams and demonstrate leadership to build strong working relationships.
• Adapt quickly to changing priorities and shifting timelines.

Qualifications

• Strong understanding of financial products, particularly annuities.
• Experience in creating and executing marketing campaigns for financial products.
• Ability to develop and maintain strong relationships with key stakeholders.
• Proficiency in CRM systems and marketing automation tools.
• Excellent project management and organizational skills.

Skills

• Data analysis and interpretation.
• Strategic thinking and problem-solving.
• Effective communication and presentation skills.
• Ability to work independently and as part of a team.
• Strong analytical and quantitative skills.

Benefits

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account.
• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
• Paid Parental Leave as well as an Adoption Assistance Program.
• A competitive 401k savings plan with company match and an additional contribution regardless of participation.