Senior Director, Relationship Marketing Strategy (Insurance/Wealth Mgmt B2B)

About the role

The Senior Director, Relationship Marketing Strategy supports an Insurance/Wealth Management client in the B2B space. Reporting into the VP, Relationship Marketing Strategy, you will join a team of experienced marketers focused on helping Merkle clients achieve their business goals.

Responsibilities

• Lead the building, development, and delivery of strategic omni-channel marketing plans.
• Be a subject matter expert and translate new technology - particularly in the areas of 1st party data marketing and CRM - into new marketing ideas for the client.
• Show a strong understanding of differences in marketing to customers in different verticals and environments.
• Develop trusted, long-term relationships with key client contacts and executives.
• Ensure meaningful client value is delivered through a mix of best-practice solutions, skills, capabilities, and original thinking.
• Collaborate with team leadership (account management, operations, creative, analytics etc.), and partner agencies to turn ideas into executable plans.
• Identify key data points and measurements to show the impact of our approach and strategy on the client’s business.

Requirements

• Experience working with Wealth Management (Financial Advisor) or Group Insurance clients within the B2B space.
• Bachelor’s Degree required.
• 10+ years of experience in data driven marketing – specifically CRM, email, online/offline media.
• Deep understanding of the customer lifecycle and how messaging strategy drives the experience.
• 5+ years working in an agency or consulting firm. Experience developing solutions to support the sale of new services to clients.
• Hands-on skills using data and research to drive decisions – proficiency in Excel and research tools.
• Strong writing, presentation and client facing communication skills.
• Experience translating data analysis into actionable marketing recommendations and presentations – proficiency in PowerPoint.
• Attention to detail and the ability to incorporate internal and external feedback on an iterative basis.
• Superior multi-tasking, networking, time management and inter-personal skills.
• Self-starter high intellectual curiosity, drive, determination, and persuasion skills.
• Comfort and experience working within a matrixed organization in roles with a wide degree of latitude.

Qualifications

• Average 20-50% travel (contingent on comfort level of client).

Skills

• Strategic thinking and problem-solving skills.
• Ability to communicate effectively with clients and team members.
• Experience in data analysis and interpretation.
• Knowledge of CRM systems and 1st party data marketing.
• Experience in B2B marketing and client relationship management.

Benefits

• Medical, vision, and dental insurance.
• Life insurance.
• Short-term and long-term disability insurance.
• 401(k).
• Flexible paid time off.
• At least 15 paid holidays per year.
• Paid sick and safe leave.
• Paid parental leave.

Pay

The annual base salary range for this position is $136,000-$185,000. Placement within the salary range is based on a variety of factors, including relevant experience, knowledge, skills, and other factors permitted by law. Additionally, this position is eligible for discretionary incentive compensation.

Schedule

This is a full-time position with an average 20-50% travel requirement contingent on the client's comfort level.