VP, Marketing (Non-Qual/COLI/BOLI) - financial services

Dresher, Pennsylvania

VP, Marketing (Non-Qual/COLI/BOLI) - financial services

  • Dresher, Pennsylvania
  • Full time
  • Opening on: Sep 27 2024
  • Hybrid
  • Ascensus

Ascensus’ Enterprise Solutions team serves Fortune-1000, professional practice and bank clients, delivering industry leading nonqualified plan services, executive benefit consulting, as well as COLI and BOLI insurance administration capabilities.

The Vice President, Enterprise Solutions Marketing is a key commercial leader, driving growth of the Enterprise Solutions business with targeted clients through marketing. This role will report to the Chief Marketing Officer and be part of the Digital, Marketing & Analytics leadership team, as well as sit on the Enterprise Solutions’ leadership team.

The role will set the marketing strategy designed to accelerate organic growth and retention; drive, measure and optimize marketing execution; manage the client experience across marketing touchpoints; elevate Ascensus’ reputation with Enterprise Solutions clients and prospective clients; and lead a team of high-performing Associates always demonstrating our core values of People Matter, Quality First and Integrity Always®. This individual serves as a strategic liaison between Enterprise Solutions businesses and the broader Ascensus Digital, Marketing & Analytics organization

Ideally for this position to be located (Hybrid) in either our Newton, MA or Dresher, PA locations.

Responsibilities:

Strategy

  • Define marketing strategy based on understanding of market segmentation, customer behavior and competitive landscape.
  • Identify and develop a go-to-market strategy to improve growth, retention and reputation with target clients and prospective clients.
  • Contribute to Enterprise Solutions’ business plan and growth strategies through marketing.
  • Develop strong connectivity and working relationships with key stakeholders across functions within Ascensus and Enterprise Solutions and identify opportunities for increased collaboration, content development, synergies and partnerships within and across lines of business.

Execution and Commercial Outcomes

  • Develop and oversee execution marketing programs to support Enterprise Solutions growth and retention objectives for nonqualified plan services, executive benefit consulting, COLI and BOLI insurance administration capabilities.
  • 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.
  • Use marketing technology, data and client experience measurement to monitor and improve client experience across marketing touchpoints.
  • Develop effective messaging to communicate the Enterprise Solutions’ value proposition and how products/services address client needs that is translated across marketing and sales content.
  • Utilize marketing technology to manage the lifecycle of marketing initiatives effectively and efficiently.
  • Develop marketing programs and content to support sales.
  • Oversee budgeting process for Enterprise Solutions marketing with a commitment to transparency, effectiveness, and efficiency

Relationship Management and Collaboration

  • Develop and maintain relationships with Enterprise Solutions 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.
  • Collaborate with Ascensus’ Digital, Marketing & Analytics teams to consistently execute, measure, optimize and report on Enterprise Solutions marketing programs, as well as share best practices across marketing teams.
  • Motivate adoption of marketing capabilities by building understanding, engagement and enthusiasm for marketing’s potential to drive commercial outcomes for the Enterprise Solutions business.
  • Promote One Ascensus culture and cross-functional communication.

Team Leadership

  • Inspire and develop the Enterprise Solutions Marketing team through transparent communications, respect and inclusion, clear goals and expectations, empowerment, and a shared vision for marketing excellence.
  • 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.
  • 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.

Risk Management

  • 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.

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 marketing essential
  • Experience with non-qual, COLI and BOLI is a significant asset.
  • An understanding of a regulated industry; financial services experience a plus
  • Minimum of 15 years of related experience in financial services industry.
  • Four-year college degree, marketing/communications, or related field; Masters degree highly desired

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.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.


At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®


Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).

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