Senior Annuity Marketing Strategist

About the role

The Senior Annuity Marketing Strategist plays a pivotal role in driving the Consumer Markets Division's growth and long-term success. Reporting to the Director of Marketing Strategy, this hybrid role combines 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.

Develop integrated marketing plans that build awareness, drive engagement, and generate leads.

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.