Consultant Marketing Management (Way)

Marketing Management Consultant
Pay Rate: 46.03/hr, benefit options available
Location: 100% remote, bonus for local candidates with potential for Columbus HQ visit
Schedule: Monday-Friday, standard business hours in EST
Assignment Length: 12 months, with potential for internal networking opportunities and assignment conversion depending on performance, attendance and business availability
Target Start Date: 09/08/2025, pending completion of new hire onboarding, drug test, etc

Job Summary:

• Utilizes strong core marketing competencies to lead and/or assist in the development and implementation of overall business and marketing strategy and action plans.
• Leads and/or assists in the development and execution of strategies and plans that ensure long term sustainable growth of the business.
• Plans effective development and/or execution of mid-range marketing projects of mid to high complexity.
• Projects or forecasts future marketing needs.
• Evaluates impact of marketing objectives and strategies.
• Conducts or leads teams on decision support analysis.
• Reporting Relationships: Reports to Manager/Director/AVP. This is an individual contributor role but may have direct reports based on organizational structure. May also be responsible for virtual/project teams.

Key Responsibilities:

• Manage and coordinate annual compliance reviews for each financial piece in a content library, including timely copy edits or assessment of whether to keep the content active for external use.
• Implement processes to streamline or consolidate content
• Monitor and maintain compliance with industry regulations and internal standards.
• Ensure content aligns with current consumer trends and regulatory changes.
• Collaborate with partners to gain approval for use at external broker/dealer firms
• Proactively review and address process roadblocks to ensure content remains actively available for use by external financial professionals
• Provide input on improving content management strategies and processes.
• Utilize AI tools and insights to enhance content effectiveness and engagement.

Qualifications:

• Bachelor's degree in marketing, finance, communications, or a related field.
• Has ideally obtained a Client Series 6 or 7 license.
• Proven experience in content management or creation.
• Strong project management skills with a focus on process improvement.
• Knowledge of retirement planning (RP) and related financial concepts/trends.
• Excellent communication and collaboration skills.
• Familiarity with AI tools and their application in content strategies.

Duties and Responsibilities:

• Strategic Connection: Assists in the development and execution of strategies and plans that ensure long term sustainable growth of the business. Synthesizes data and intuition on all areas of the business and leverages this understanding to support identification and innovation of business building solutions.
• Insights and Analytics: For assigned projects utilizes Customer Insights & Analytics experts and tools to understand and forecast market, competitor and customer needs and behavior, helps to define appropriate target audiences, evaluate sufficiency, and effectively drive results with data based decisions. Helps build a learning culture through coaching and participation.
• Branding: Guides and builds the brand within area of responsibility, including the development and delivery of the On Your Side Experience to all stakeholders driving customer value (solutions and experience). Ensures consistency of the 'brand experience' for all customers (end-users and intermediaries), considering company values and legal/compliance requirements.
• Marketing Communications: Partners with creative services to help develop communications plans and their implementation, including creation of the brand experience via superior Marketing Communications. Manages or assists in the development, testing and evaluation (via market metrics) of all marketing within area of responsibility. Utilizes and coaches strong personal oral and written communication skills in both internal and external presentations and communications.
• Marketing Capabilities: Contributes to the development of increased Marketing Capability both within the team and across the Marketing organization. Also helps other functions understand the role of Marketing in driving the business. Takes steps to grow own knowledge to advanced levels while coaching others.
• Organization Management: Strong project management capability. Guides and focuses project teams to accomplish specific goals; trains and develops self and others; manages workflow and organizational planning. Recommends project and department-specific budget needs and manages budget to goal.
• Associates must obtain the required Federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position.

Experience:

• Typically 7 or more years of related professional experience in marketing, insurance or related field.
• Master's degree may be substituted for a portion of the experience requirements as appropriate.
• Management or project leadership experience preferred.

Knowledge:

• In-depth knowledge of marketing methodologies, insurance and/or financial services products, distribution systems, and customers.
• Knowledge of project leadership concepts and methodologies.

Skills/ Competencies:

• Possesses strong verbal and written skills needed to develop and review research studies, communicate research findings, market recommendations based on findings, develop and negotiate contracts/service agreements with internal/external contacts, manage market planning projects, and manage relationships.
• Ability to manage and prioritize projects.
• Ability to function independently or in a team environment with limited supervision.
• Ability to operate a personal computer and advanced business software.
• Ability to train, lead and coach associates in all aspects of market planning.

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