Senior Marketing Strategist (Retention)

**What You'll Do**

As a Senior Marketing Strategist on our B2C Marketing Team, you will play a pivotal role in shaping the retention marketing strategy for **individual participant investment planning and products** .

Your primary focus will be on building loyalty, deepening engagement, and driving adoption through innovative, data-driven campaigns. Leveraging your advanced expertise in financial planning and wealth management marketing, you will act as a strategic marketing partner across business units.

Additionally, you will lead the go-to-market strategy and drive operational transformation for Managed Services offerings in individual investment products, ensuring alignment with strategic priorities and collaboration across cross-functional teams

**Key Responsibilities**

+ **Retention & Personal Investing Strategy**

+ Lead development and execution of retention marketing strategies for individual participant personal investmen...