Director,-Participant-Engagement-Communications

Job Description

Job Description Summary
Define and implement marketing campaign strategies to promote the sale of company products and services. Drive engagement with financial professionals through product marketing, brand affinity, and the launch of new products/solutions.
Job Description

Responsibilities

• Lead the firm’s team of client-facing Participant Engagement & Communication strategists and subject matter experts assigned to Transamerica’s most high-profile and complex retirement plan sponsor clients in the large/mega/not-for-profit markets.
• Manage the time sensitive development, implementation, delivery, and measurement of the team’s participant engagement and communications strategies (multi-touch and multi-channel) that include action-based campaigns plus digital and human-touch experiences designed to drive plan engagement activity and changes to participant behaviors.
• Deliver financial services acumen with strategic marketing and communications experience, retirement plan provider product knowledge, retirement plan health KPI insights, and client relationship management skills to help improve retirement readiness for the firm’s plan sponsor clients’ employee base.
• Evaluate and adjust the team’s marketing strategy as needed in support of the firm’s business goals to meet changes in the marketplace and the competitive landscape; identify short- and long-term marketing plans that address current and future revenue objectives.
• Drive client satisfaction and retention while co-managing client metrics in partnership with other members of the client service team.
• Improve delivery of the firm’s financial wellness offering through communication campaigns, resources, and tools, including spearheading the development of new resources when needed.
• Manage communication budgets, deliverables, quality control, timelines, metrics, planning, and reporting.
• Attend and present new concepts or provide campaign and plan health updates during client meetings, whether in person, via virtual meetings, or phone.
• Work with Sales leadership to ensure internal sales team has the tools, training, and incentives needed to effectively sell Transamerica’s unique value proposition in a competitive and mature financial services market.
• Explain complex concepts and build consensus with client contacts, intermediaries, Sales, Client Services, Marketing Services, Product Development, Operations, and other key stakeholders across the business to build the company brand, sales profitability, and customer excellence.
• Anticipate industry standard regulatory communication requirements and ensure appropriate communications are leveraged for plan sponsors and retirement plan participants.
• Engage the Retirement Planning Counselor team and identify best practices for promoting and conducting employee meetings, virtual appointments, and presentations/webcasts.
• Engage internal licensed professionals and identify best practices for outbound engagement with select audience targets providing a complete, end-to-end financial wellness experience for participants.
• Guide best practices for the development of creative briefs as required by in-house marketing services team to ensure full understanding of each initiative/tactic.
• Troubleshoot workflow process deficiencies to ensure deliverables progress through production systems.
• Set priorities and manage through people and processes, leverage resources throughout the organization.
• Conduct-one-on-one meetings with staff to assess individual needs, workload balance, client engagement insights, issues/opportunities, career pathing, and professional development.
• Create a positive and performance-driven culture, building repeatable processes to deliver results and coach sales and marketing professionals.

Qualifications

• Bachelor’s degree in marketing, business, communications, or equivalent experience
• Ten years of marketing communications, digital marketing, or project management experience
• Eight years of financial services/retirement industry experience and in-depth knowledge of defined contribution, defined benefit, non-qualified plans, a relevant regulatory compliance
• Five years of management experience
• Expert understanding of traditional and digital platforms
• Broad experience developing and executing marketing strategies for complex projects
• Thorough understanding of the investment products marketplace and distribution process, including how products are priced, packaged and positioned across various
• Technical acumen to design campaigns that optimize the use of traditional and digital marketing platforms
• Ability to interpret data and articulate results to diverse audiences
• Analytical and decision-making skills to identify/prioritize critical issues and interpret data
• Excellent communication and relationship building skills
• Excellent negotiation and conflict management skills; ability to anticipate and overcome potential objections
• Excellent presentation skills, technical and persuasive writing skills, and style guide knowledge

Preferred Qualifications

• Experience with marketing automation, variable data, personalization, and multi-channel delivery approaches to communications
• Experience managing a complex client book of business in retirement plan mega/not-for-profit/healthcare/manufacturing market segments
• Advisor/Intermediary relationship experience and an understanding of their role
• New client Sales experience in mega/not-for-profit/healthcare/manufacturing market segments
• Experience with NPS methodology and scoring
• Experience in change management (ADKAR)
• Advanced proficiency us MS Office, Salesforce, and various workflow tools

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. **

Compensation:

The Salary for this position generally ranges between $130,000-$150,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 20%.

Working Environment:

Employees will be assigned to one of the following work location designations:

• In office employees will perform all of their work at a Company office location.
• Hybrid employees will need to work at a Company office location at times and a remote work location (typically their home) at times.
• Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely.
• Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely.

What You Receive:

A Comprehensive Wealth + Health package. It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you’ll come to discover, Wealth + Health is a central part of everything we do!

Wealth Benefits; Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship

Health and Work/Life Balance Benefits; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program

Our commitment to inclusion & diversity means that we value differences. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment.