Role Description
As a member of the Go-to-Market team, the Senior Director, Marketing-R&W builds and leads an integrated, standalone function that drives growth, client diversification, brand leadership, customer engagement, and revenue across Inspira’s Retirement & Wealth businesses. This leader will translate business priorities into marketing strategies for financial institutions, intermediaries, strategic partners, and individual account holders while establishing the talent, operating model, technology, and measurement capabilities needed for current priorities and future growth.
The role will lead the transition from today’s shared-services support model to a dedicated Retirement & Wealth marketing organization, creating the structure, governance, capabilities, and partnerships required for sustainable growth. The ideal candidate is a strategic, hands-on financial services marketing leader with a track record of building teams, transforming capabilities, and connecting investment to measurable business outcomes.
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Build and lead a multidisciplinary marketing organization spanning product and segment marketing, brand and communications, demand generation, digital and lifecycle marketing, sales enablement, creative services, marketing operations, and the Account Holder Engagement capability.
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Lead the transition from shared-services support to a dedicated operating model, establishing the organization’s structure, talent strategy, governance, processes, performance expectations, and culture of accountability, collaboration, innovation, and continuous improvement.
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Recruit, develop, and coach a high-performing team and determine the right mix of dedicated talent, shared capabilities, agencies, vendors, and other external expertise.
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Serve as a strategic advisor to business leadership on growth priorities, market expansion, client diversification, customer experience, and reputation, aligning Sales, Product, Client Engagement, Technology, Operations, and other stakeholders around shared goals.
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Own the annual marketing and go-to-market communications plan and budget, aligning priorities, resources, investments, roadmaps, capabilities, and performance goals with business strategy and financial objectives.
Qualifications
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Bachelor’s degree or equivalent combination of education and relevant professional experience required; advanced degree preferred.
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15+ years of progressive marketing experience, including 7+ years leading multidisciplinary teams.
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Deep financial services experience, preferably in retirement, wealth, employee benefits, or fintech.
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Demonstrated success building or transforming marketing organizations, including talent, operating models, processes, technology, budgets, external partners, and organizational change.
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Experience developing B2B, B2C, and B2B2C strategies across institutional, intermediary, partner, employer, and individual customer audiences.
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Proven ability to connect product marketing, demand generation, lifecycle engagement, communications, and sales enablement to measurable growth.
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Strong command of segmentation, customer insights, digital marketing, marketing technology, analytics, attribution, and ROI measurement.
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Leadership experience across brand, internal and external communications, executive communications, public relations, thought leadership, events, sponsorships, crisis communications, and reputation management.
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Experience leading complex cross-functional initiatives and customer communications in a regulated environment, including appropriate privacy, consent, and compliance governance.
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Executive presence, strong storytelling and influencing skills, sound judgment, and a hands-on leadership style.
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Success developing talent, managing budgets and external partners, and leading through ambiguity and change.
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Ability to travel as business needs require and work within the company’s established location and workplace model.
Requirements
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Typical schedule is Monday–Friday, 8 am to 5 pm.
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Occasional travel.
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Prolonged periods of sitting and operating standard office equipment.