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.
Section 1 : Position Summary
The Vice President, FuturePlan Marketing is a key commercial leader, driving growth of the FuturePlan business with targeted clients through marketing. We’re looking for a customer-obsessed, nimble, digital-first marketer, expert in Retirement, who is comfortable making quality decisions in a fast-moving, dynamic business environment.
This role will report to Ascensus’ Chief Marketing Officer and be part of the Marketing, Analytics & UX leadership team, as well as sit on the FuturePlan leadership team.
We are recruiting for 1 position that can be remote or hybrid in either of our Dresher Pa or Newton MA location.
Section 2 : Job Functions, Essential Duties and Responsibilities
Strategy and Influence
- Define marketing strategy based on understanding of the FuturePlan multi-year strategic growth plan, market segmentation, customer behavior and competitive landscape.
- Lead and drive results by influencing cross-functional resources, gaining buy-in from key stakeholders, and encouraging all to bring their best thinking to position marketing initiatives for success.
- Develop and maintain relationships with FuturePlan Sales, seeking input on client needs and marketing programs / messaging, as well as keeping teams informed of all marketing efforts and the effectiveness of those efforts.
- Inspire and develop the FuturePlan Marketing team through transparent communications, respect and inclusion, clear goals and expectations, empowerment, and a shared vision for marketing excellence.
Execution Focus
- Develop and oversee execution marketing programs to support FuturePlan growth and retention objectives, including key offerings including 3(16), cash balance, institutional MEPs and PEPs, and actuarial services.
- Improve FuturePlan brand familiarity and articulate differentiation by clarifying our value proposition and developing effective messaging to communicate that value proposition and how products / services address needs that is translated across sales and marketing channels : sales enablement content, web, PR, social media, thought leadership, partnerships, events.
- Develop marketing programs and content to support sales.
- Oversee budgeting process for FuturePlan marketing with a commitment to transparency, effectiveness, and efficiency.
Intelligence and Scale
- Utilize marketing technology, data, AI, experimentation and client experience measurement to manage the lifecycle of marketing initiatives and improve client experience across marketing touchpoints.
- Measure and evaluate the short- and long-term performance and return on investment of programs. Continuously improve and optimize program strategy and execution as required.
- Collaborate with Ascensus’ Marketing, Analytics & UX teams to consistently execute, measure, optimize and report on FuturePlan marketing programs, as well as share best practices across marketing teams and promote One Ascensus culture and cross-functional communication.
Values and Risk Management
- Lead with our Core Values of People Matter, Quality First and Integrity Always.
- Protect, secure and properly handle all confidential data held by FuturePlan and Ascensus to ensure against unauthorized access, improper transmission, and / or unapproved disclosure of information that could result in harm to FuturePlan, Ascensus or our clients.
Section 3 : Experience, Skills, Knowledge Requirements
- Growth-oriented marketing leader with ability to translate ideas into commercial outcomes
- Proven success managing complex projects, influencing others and working successfully in a highly collaborative team-oriented environment.
- Demonstrate resilience and ability to make decisions in challenging or ambiguous circumstances; comfortably shift gears in response to emerging priorities.
- Superior communication skills – written and verbal
- Effective decision-making, problem-solving, and follow-through skills
- Foster teamwork, inclusivity, collaboration, positivity, while cultivating accountability and ownership
- Build positive, effective relationships with stakeholders at all levels
- Proven ability to recruit, develop and manage high-performing teams
- Demonstrate commitment to personal development and continuous learning
- Specific experience in B2B and Retirement marketing essential
- Minimum of 15 years of related experience.
- Four-year college degree,marketing / communications,or related field; Masters degree highly desired
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.