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Marketing Associate

Location:Newton, MA
Level:Full Time
Category: Marketing & Communication


Section 1: Position Summary

The Marketing Associate will provide marketing services to support our mission to make saving easy. Marketing services are required for the Ascensus corporate brand (B2B), our proprietary products (Ugift and 529 QuickView), 529 college savings plans, ABLE savings plans, and state-sponsored retirement plans (SSRP).  Each savings plan requires a different level of service, ranging from recordkeeping only (transactional forms, legal documents, fulfillment, etc.) to full service (marketing plans, media campaigns, emails, direct mails, websites, events, grassroots efforts, transactional forms, legal documents, etc.)

The position will be involved in all aspects of marketing including planning, budgeting, project management, creation, distribution, fulfillment, and measurement, analysis, vendor management, and client relationships

Section 2: Job Functions, Essential Duties and Responsibilities

  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
  • Prepare web edit scope documents and conduct quality reviews of web edits
  • Collaborate on development of annual client analysis and marketing year-in-reviews, including studying the data and drawing conclusions about trends and opportunities from a marketing perspective
  • Collaborate with the team on client presentations and participate in formal presentations
  • Actively participate in budget planning; engage with creative marketing agency to execute the marketing plan tactics within budget parameters
  • Pull campaign measurement, help prepare and provide periodic updates on the progress toward goals and results of marketing efforts to clients; monitor competitor marketing efforts.
  • Liaise with the Relationship Management team keeping he team informed of all marketing efforts (status of campaigns in development, results of completed campaigns, etc.)
  • Lead the scheduling and monitoring of all traffic for marketing projects using online management system; determine escalation needs as needed
  • Collaborate with internal teams to ensure all edits are properly incorporated and lead approvals process within team for projects and process items
  • Manage print production process from start to finish, including price modeling, print files, approving proofs, determining fulfillment options, and other related functions; Manage email production process
    • Manage the complete fulfillment process from inventory monitoring to project forecast needs.
  • Assist with other tasks and projects as assigned


  • N/A

Section 3:  Experience, Skills, Knowledge Requirements

  • Bachelor's degree in business
  • 2-3 years' work experience in a marketing position
  • Highly motivated, proactive, resourceful with ability to interact effectively with cross-functional teams
  • Excellent listener who can quickly determine client needs and distill into action plans and appropriate follow up
  • Proven project management skills for all size projects
  • Self-starter and fast learner who is flexible and able to respond to frequently changing business needs, lead projects through entire life cycle through to completion
  • Strong organizational and time management skills and strict attention to detail.
  • Must be able to manage multiple projects simultaneously
  • Strong communication skills required to work effectively with internal and external clients and with all levels of management
  • Strong analytical skills with proven ability to articulate findings and assessments through to recommendations where applicable
  • Excellent verbal and written communication skills; and strong presentation skills
  • Fluency with Microsoft PowerPoint, Word, Excel
  • Solid understanding of the marketing communications process
  • Passion for exceptional client service

We are proud to be an Equal Opportunity Employer

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people.  Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.


Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws


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What makes any career at Ascensus so rewarding?

  • Collaborative, idea-sharing environment
  • Professional development
    • In-house training
    • Tuition reimbursement
  • Generous reward programs
  • Paid time off (additional purchase plan)
  • Medical, dental & vision benefits
  • Health savings account (employer contribution up to $1,100)
  • 401(k) & 529 match programs
  • Volunteer/charitable-giving programs
  • Business casual dress
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