[Hiring] Enterprise Retention Marketing Manager @eMoney Advisor

Role Description

The Enterprise Retention Marketing Manager is responsible for enterprise client retention, engagement, and long-term value through targeted marketing strategies and programs. This role oversees critical communication and change management initiatives, including product releases, enterprise transformations, and retention efforts, while collaborating cross-functionally to enhance client satisfaction and loyalty.

• Work with the Retention Marketing team to execute overarching retention marketing strategy for enterprise clients – spanning across enterprise advisor and home office audiences.
• Create, optimize, and evolve targeted retention marketing strategies designed to proactively engage and reactively save strategic business relationships.
• Own support for high profile, sensitive and strategic scenarios – building campaign messaging, segmentation, etc. for relationships undergoing mergers, acquisitions, migrations, rollouts, and more.
• Independently lead select high-profile enterprise initiatives while partnering with the Senior Enterprise Retention Marketing Manager on the most complex enterprise efforts.
• Craft and execute advisor communication strategy designed to foster engagement and retention across enterprise audience – constantly challenging existing processes to scale support, while responding to an evolving enterprise landscape and delivering a stellar client experience.
• Effectively communicate product enhancements to enterprise home offices and advisors, developing and executing multi-channel plan that keeps clients informed, educated and connected to our products and services.
• Work in close partnership with Client Service Management and Enterprise Account Management teams to define and execute strategy for keeping home offices informed and engaged – impacting this strategic audience responsible for enterprise client retention.
• Help evolve Communications Resource Center (CRC) strategy – including content, training resources, and enterprise engagement programs.
• Partner with Sales on recommendations for strategic retention marketing support, including Premium Comm Support, as needed.
• Represent retention marketing and communication support externally when appropriate, as a means to strengthen strategic relationships.
• Leverage usage data and client feedback to evaluate program results to optimize broader strategies and targeted projects as needed.
• Develop outstanding relationships with key business partners, working closely together to gain buy-in and collaborate on business objectives -- leading strategy through to execution.
• Serve as an exemplary writer, consistent with our company’s tone and mission by creating clean, concise, well-polished copy.
• Manage and build various email campaigns, including the campaign layout, segment building, design templates, calls-to-action, and content used in email outreaches.
• Quickly react to changing business needs by modifying plans and adjusting strategies and deliverables effectively and efficiently.
• Share knowledge and serve as a resource for less experienced members of the team.

Qualifications

• Bachelor’s degree in marketing, public relations, business management or related field preferred or equivalent work experience.
• 6+ years of retention marketing experience including segmentation and personalization; experience across channels including email, in-app, and SMS.
• Experience leading complex cross-functional initiatives and influencing stakeholders.
• Proven success executing data-driven retention and engagement strategies with measurable results.
• In-depth knowledge of marketing automation tools, preferably Eloqua.
• Experience using tools including WordPress, Contently, Asana, and Microsoft Office.
• Experience with eMoney’s application is preferred.

Requirements

• Business savvy, strategic, and decisive.
• Advanced understanding of retention marketing and enterprise client engagement methodologies.
• Ability to balance hands-on execution with strategic planning.
• Strong stakeholder management and cross-functional collaboration skills.
• Ability to manage multiple competing priorities in a fast-paced environment.
• Highly analytical with a commitment to quality and continuous improvement.
• Exceptional organizational, collaboration, communications and project management skills.
• Strong time management skills and experience prioritizing and delegating tasks.
• Detail oriented and analytical skills with a commitment to quality.
• Ability to multitask and switch gears at the drop of a hat.
• Technically capable, excellent communicator, and a desire to improve processes.
• Ability to manage multiple projects at the same time in a fast-paced environment.

Benefits

• At eMoney, we’re powering what’s possible in financial planning.
• Our mission is to help people talk about money and make more informed financial decisions.
• Through our comprehensive financial planning solutions, we help advisors bring clarity to complex decisions and deliver more personalized guidance.
• Today, eMoney supports more than 138,000 financial professionals who guide the financial lives of over 7 million end clients.
• We’re equally committed to powering what’s possible for our people.
• We foster an inclusive, people-first culture where diverse perspectives are valued, innovation is encouraged, and employees are supported in doing their best work.
• eMoney is proud to be an equal opportunity workplace.