Vice President, FuturePlan Marketing

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. 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