FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
The Director of Marketing will play a key role in accelerating the growth of FuturePlan's business and national brand profile, focusing on the development of our advisor marketing channel. The Director will develop, drive, and supporting marketing strategies for advisor loyalty/retention, product development, demand generation, and national brand expansion.
Section 2: Job Functions, Essential Duties and Responsibilities
Create and oversee strategic programs that support sales and client retention, including the development of exceptional go-to-market plans for new product releases and national campaigns
Identify, develop, and execute advisor marketing programs and tools designed to build and extend the FuturePlan brand, generate revenue, and strengthen our market position
Envision future state, then build strategy and programs to chart our path
Create and drive an effective, measurable digital experience
Implement required procedures for effective delivery of all advisor channel programs and marketing materials
Manage high profile projects to ensure our positioning is compelling and differentiating to connect with our target audience
Monitor competitive positioning, stay current on industry trends and regulatory issues that impact our business
Collaborate effectively with product managers and other center of excellence marketing managers
Protect and securely handle all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Demonstrate our I-Client service philosophy and ensure that our Core Values of People Matter, Quality First and Integrity Always are visible in your actions on a day to day basis showing your support of our organizational culture.
Assist with other tasks and projects as assigned
Supervision
No direct reports at the point of hire but will help grow our advisor marketing team, potentially including one or more direct reports within a few years, so aptitude and passion for people leadership/mentoring is essential
Must have 7 to 10 years of experience in a senior marketing role
Retirement industry marketing experience or financial services marketing experience preferred but not essential
Deep understanding of (or strong interest in) the retirement industry, the advisor sales channel, and the role of TPAs in the market
Exceptional strategic and creative skills
Exceptional research and writing skills; proficiency in data-driven strategy development and reporting
In-depth understanding of digital marketing strategies and tools, including social media marketing
Ability to plan effectively and execute complex projects
Relationship-building skills and a thoughtful consultative approach
Ability to partner with and influence key stakeholders and leaders
Strong project management abilities
Must be available for travel as business requires
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
