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Job DescriptionJob Description COMPANY OVERVIEW:
Our client is a large firm that handles the complexities of retirement planning with expertise and care. Since its founding, it has specialized in providing retirement-focused financial strategies that support long-term security and sustainable growth. Our client’s personalized approach combines in-depth market knowledge with a commitment to understanding each client’s unique financial goals.
As part of our client’s team, you’ll be joining a group of professionals driven by a shared mission: to deliver exceptional service, uphold ethical standards, and contribute to our clients’ financial confidence. The firm believes in fostering an environment where innovation, collaboration, and professional development are encouraged. If you are passionate about helping others secure their future while advancing your career in a supportive setting, our client is the place for you.
JOB SUMMARY: The Marketing Program Manager is responsible for designing and executing programs that leverage strategic associations and partnerships to drive lead and brand visibility. This role combines strategic planning, relationship management, and cross-functional collaboration to deliver high-performing marketing initiatives. The ideal candidate will have experience building impactful programs from the ground up, with a blend of creativity, analytical rigor, and operational excellence.
JOB RESPONSIBILITIES: Strategy & Program Development • Define program goals aligned with business and marketing objectives. • Identify and prioritize key industry associations and organizations for partnership. • Design and implement a comprehensive go-to-market plan including events, campaigns, webinars, and content initiatives.
Execution & Relationship Management • Develop and maintain strong relationships with external association partners. • Negotiate contracts and partnership agreements. • Create association-specific content and campaigns. • Plan and manage in-person and virtual events as part of a broader partnership strategy. • Collaborate with internal teams (sales, content, demand gen) to ensure lead follow-up and program alignment.
Measurement & Optimization • Track and manage program KPIs. • Collect post-campaign data, develop insights, and recommend improvements. • Lead test-and-learn initiatives to optimize future programs. Cross-Functional Enablement & Support • Develop internal training materials related to partnerships. • Contribute to internal reporting frameworks and documentation. • Help define and refine policies and best practices for partnership programs. QUALIFICATIONS : • Bachelor’s degree or equivalent experience required; 5+ years in a related marketing, partnerships, or program management role . • Demonstrated ability to build new programs from scratch. • Strong understanding of B2B marketing strategies, including audience segmentation and lead tactics. • Excellent project management and organizational skills; ability to manage multiple priorities in a fast-paced environment. • Exceptional interpersonal and communication skills for working with internal and external stakeholders. • Experience with budget management and contract negotiation. • Strong analytical skills with the ability to draw insights from data and optimize programs accordingly. • Willingness to travel to support program events (up to 24 events per year).
EMPLOYEE BENEFITS: The firm is dedicated to the health, well-being, and future of its employees. It offers a competitive and comprehensive benefits package, including: •
Health Insurance : Medical, dental, and vision premiums are 100% covered by the company, with flexible plan options to meet diverse needs. Preventive care is fully covered, and employees have access to an extensive provider network. •
Retirement Savings : The retirement plan offers a 50% employer match for contributions up to IRS limits, along with flexible investment options to accommodate different risk preferences. •
Additional Insurance:
Company-sponsored life, AD&D, short-term, and long-term insurance to provide peace of mind. •
Employee Assistance Program (EAP):
Confidential counseling and wellness support to help employees navigate life’s challenges. •
Concierge Health Support:
Access to a dedicated healthcare concierge team •
Employee Perks and Discounts : Exclusive discounts on a range of services and products. Join our client and experience a supportive environment that values your well-being, growth, and work-life balance. EQUAL EMPLOYMENT OPPORTUNITY STATEMENT: Our client is an equal opportunity employer. We celebrate and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any kind based on , , , , , or expression, , , , genetic information, , marital status, or any other protected characteristic as outlined by federal, state, or local laws. All employment decisions are based on business needs, job requirements, and individual qualifications. We encourage applicants of all backgrounds to apply and are dedicated to providing a fair, respectful, and accessible hiring process for all. Reasonable accommodations are available to candidates with disabilities to support their participation in the application and interview process. DISCLAIMER: This job description provides a summary of typical responsibilities and qualifications for this position; however, it is not intended to be exhaustive or comprehensive. Employees may be required to perform other job-related duties as assigned, and responsibilities, duties, and activities may change at any time with or without notice. This document does not create a contract of employment or alter the at-will employment relationship of the firm.
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JOB SUMMARY: The Marketing Program Manager is responsible for designing and executing programs that leverage strategic associations and partnerships to drive lead and brand visibility. This role combines strategic planning, relationship management, and cross-functional collaboration to deliver high-performing marketing initiatives. The ideal candidate will have experience building impactful programs from the ground up, with a blend of creativity, analytical rigor, and operational excellence.
JOB RESPONSIBILITIES: Strategy & Program Development • Define program goals aligned with business and marketing objectives. • Identify and prioritize key industry associations and organizations for partnership. • Design and implement a comprehensive go-to-market plan including events, campaigns, webinars, and content initiatives.
Execution & Relationship Management • Develop and maintain strong relationships with external association partners. • Negotiate contracts and partnership agreements. • Create association-specific content and campaigns. • Plan and manage in-person and virtual events as part of a broader partnership strategy. • Collaborate with internal teams (sales, content, demand gen) to ensure lead follow-up and program alignment.
Measurement & Optimization • Track and manage program KPIs. • Collect post-campaign data, develop insights, and recommend improvements. • Lead test-and-learn initiatives to optimize future programs. Cross-Functional Enablement & Support • Develop internal training materials related to partnerships. • Contribute to internal reporting frameworks and documentation. • Help define and refine policies and best practices for partnership programs. QUALIFICATIONS : • Bachelor’s degree or equivalent experience required; 5+ years in a related marketing, partnerships, or program management role . • Demonstrated ability to build new programs from scratch. • Strong understanding of B2B marketing strategies, including audience segmentation and lead tactics. • Excellent project management and organizational skills; ability to manage multiple priorities in a fast-paced environment. • Exceptional interpersonal and communication skills for working with internal and external stakeholders. • Experience with budget management and contract negotiation. • Strong analytical skills with the ability to draw insights from data and optimize programs accordingly. • Willingness to travel to support program events (up to 24 events per year).
EMPLOYEE BENEFITS: The firm is dedicated to the health, well-being, and future of its employees. It offers a competitive and comprehensive benefits package, including: •
Health Insurance : Medical, dental, and vision premiums are 100% covered by the company, with flexible plan options to meet diverse needs. Preventive care is fully covered, and employees have access to an extensive provider network. •
Retirement Savings : The retirement plan offers a 50% employer match for contributions up to IRS limits, along with flexible investment options to accommodate different risk preferences. •
Additional Insurance:
Company-sponsored life, AD&D, short-term, and long-term insurance to provide peace of mind. •
Employee Assistance Program (EAP):
Confidential counseling and wellness support to help employees navigate life’s challenges. •
Concierge Health Support:
Access to a dedicated healthcare concierge team •
Employee Perks and Discounts : Exclusive discounts on a range of services and products. Join our client and experience a supportive environment that values your well-being, growth, and work-life balance. EQUAL EMPLOYMENT OPPORTUNITY STATEMENT: Our client is an equal opportunity employer. We celebrate and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any kind based on , , , , , or expression, , , , genetic information, , marital status, or any other protected characteristic as outlined by federal, state, or local laws. All employment decisions are based on business needs, job requirements, and individual qualifications. We encourage applicants of all backgrounds to apply and are dedicated to providing a fair, respectful, and accessible hiring process for all. Reasonable accommodations are available to candidates with disabilities to support their participation in the application and interview process. DISCLAIMER: This job description provides a summary of typical responsibilities and qualifications for this position; however, it is not intended to be exhaustive or comprehensive. Employees may be required to perform other job-related duties as assigned, and responsibilities, duties, and activities may change at any time with or without notice. This document does not create a contract of employment or alter the at-will employment relationship of the firm.
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