Pacific Life · 1 hour ago
Marketing Relationship Manager
Newport Beach, CA
Full-time
Onsite
Mid, Senior Level
$111K/yr - $135K/yr
5+ years expPacific Life is a company focused on providing for loved ones and planning rewarding retirements. They are seeking a Marketing Relationship Manager to drive the division’s growth by leading strategic conversations and developing marketing communications that support key stakeholders.
FinanceFinancial ServicesInsurance
Responsibilities
Develops marketing strategies, help align resources and execute marketing campaigns
Provides scope and helps to consolidate background information on marketing resource requests, especially when driven by internal accounts or sales distribution channels
Develop deep expertise in assigned focus firms and serve as the marketing point of accountability by providing guidance on firm requirements and ensuring materials align with firm-specific needs
Serve as the primary marketing contact for the Sales organization and represent Marketing within the Wholesaler Advisory Group, developing sales ideas and marketing campaigns that align with Sales positioning and priorities
Proactively communicate with all stakeholders and teammates to ensure alignment, clarity, and transparency throughout projects and initiatives
Collaborate with Analytics and other departments to gather sales data and report on metrics tied to marketing-driven efforts within focus firms
Promote awareness of Marketing’s resources and initiatives across Sales and Strategic Accounts teams to ensure effective utilization and alignment
Travel periodically with the Sales team to meet with financial professionals, gaining deeper insight into the sales process to better support their business and marketing needs
Requires in-depth knowledge and experience and uses best practices and knowledge of internal or external business issues to improve products or services
Qualification
Required
5+ years of experience in marketing, relationship management, and sales within financial services
Proven ability to develop integrated strategic marketing plans that drive awareness, engagement, and demand among clients
Familiarity with marketing technologies, including CRM platforms (Salesforce is preferred), sales enablement tools, marketing automation platforms, social media management tools, and analytics platforms
Strong communication, attention to detail, and time management skills to effectively manage multiple projects with overlapping deadlines
Demonstrated flexibility and adaptability in a fast-paced, evolving environment
Excellent collaboration and leadership skills to build relationships and work cross-functionally across teams
Preferred
Experience with life insurance is preferred; annuity knowledge is a plus
Demonstrate marketing and sales experience in financial services, especially with life insurance products
Communicate marketing, business, and technical needs clearly to align teams and achieve goals
Excel in fast-paced environments, managing multiple complex projects at once
Apply data-driven thinking to solve problems and evaluate the effectiveness of marketing channels and tactics
Benefits
Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
Company
Pacific Life
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.44B2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M
Leadership Team
Howard Hirakawa
Senior Vice President and Fund Advisor Operations
Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
Recent News
Private Capital Journal
2025-12-05
2025-11-22
Company data provided by crunchbase