Laka & Company · 1 month ago
Director Channel Marketing
Laka & Company is seeking a Director of Channel Marketing to lead their retirement channel marketing strategy. The role involves collaborating with various teams to develop and execute marketing campaigns that drive engagement and growth in retirement solutions.
AdviceHuman ResourcesStaffing Agency
Responsibilities
Designing, shaping, and leading the retirement channel marketing strategy in alignment with firm-wide business objectives and ensuring integration across Broker-Dealer, RIA, retirement platforms, regional bank, and consulting distribution channels
Partnering closely with National Accounts, Sales, Product, and senior leadership to translate growth objectives into targeted, actionable marketing strategies that strengthen advisor engagement and drive net new retirement channel flows
Overseeing the development and execution of integrated, data-driven marketing campaigns that effectively position the organization’s retirement solutions across intermediary channels using segmentation, insights, and performance analytics
Collaborating with Insights and analytics partners to design and maintain a structured performance measurement framework, including advisor engagement metrics, segmentation performance, and campaign effectiveness
Leading cross-functional collaboration with Customer Growth, Creative, Digital, Content, Brand Marketing, and Compliance teams to deliver scalable, compliant, and brand-consistent marketing programs
Representing the organization’s brand both internally and externally while building and maintaining strategic relationships with distribution partners and ensuring alignment on co-branded initiatives and enterprise-level marketing activity
Continuously refining marketing processes, tools, and workflows to improve scalability, efficiency, and alignment with enterprise marketing technology platforms
Demonstrating leadership behaviors that drive results, foster a culture of collaboration, promote innovation, and support agility and adaptability in a fast-paced environment
Qualification
Required
A bachelor's degree (BA/BS) or equivalent is required
Must have 10+ years of financial services industry channel marketing experience, with a strong preference for experience in retirement channel marketing
Must have financial services industry experience, preferably within asset management
Must possess a deep understanding of the retirement ecosystem, including how recordkeepers, advisors, and consultants evaluate and implement investment options across mutual funds, collective investment trusts (CITs), and separate accounts
Must demonstrate a collaborative, hands-on leadership approach with the ability and willingness to lead and support initiatives beyond defined responsibilities
Must be results-driven, data-informed, and motivated to continuously improve marketing effectiveness using quantitative and qualitative insights
Must thrive in a fast-paced, growth-oriented environment while remaining flexible, proactive, resourceful, and efficient
Must possess excellent written, verbal, and interpersonal communication skills, along with strong organizational and project management capabilities and the ability to work independently under tight deadlines
Preferred
Experience working in or supporting retirement-focused distribution channels including Broker-Dealer, RIA, and institutional consulting environments
Experience partnering with enterprise marketing technology platforms, segmentation tools, and advanced analytics frameworks
Company
Laka & Company
Laka & Company specializes in helping firms identify, attract, hire, retain, and develop the best possible talent for Accounting/Finance, Executive Leadership, Human Resource/HR/Talent Acquisition, IT/Technology, Manufacturing/Logistics/Supply Chain, Marketing, and Operations marketplace.
Funding
Current Stage
Early StageCompany data provided by crunchbase