Director, Retirement Channel Marketing jobs in United States
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Harbor Capital Advisors, Inc. · 2 weeks ago

Director, Retirement Channel Marketing

Harbor Capital Advisors, Inc. is seeking a Director of Retirement Channel Marketing to design and execute tailored marketing strategies that enhance their presence within retirement channels. The role involves leading marketing strategy, collaborating with various teams, and overseeing data-driven campaigns to drive engagement and growth in retirement solutions.

FinanceFinancial ServicesVenture Capital

Responsibilities

Shape and lead the retirement channel marketing strategy, aligning with firm-wide business goals and ensuring integration across Broker-Dealer, RIA, retirement platforms, regional bank, and consulting segments
Partner with National Accounts, Sales, and Product leadership to translate growth objectives into targeted marketing plans that strengthen advisor engagement and drive net new retirement channel flows
Oversee development and execution of integrated, data-driven campaigns that position Harbor’s Retirement solutions effectively across intermediary channels, leveraging segmentation and insights for measurable impact
Partner with Insights to build a structured performance measurement framework for retirement channel marketing, incorporating data analytics, segmentation performance, and advisor engagement metrics
Lead cross-functional collaboration with Customer Growth, Creative, Digital, Content, and Brand Marketing along with Compliance partners to deliver scalable, compliant, and brand-consistent marketing programs
Represent the Harbor brand internally and externally, building strategic relationships with distribution partners and ensuring alignment on co-branded initiatives and firm-level marketing activity
Continuously refine marketing processes and tools to improve scalability, efficiency, and alignment with enterprise-level marketing technology systems

Qualification

Retirement marketing experienceFinancial services experienceData-driven marketingProject management skillsCollaboration skillsAgility & AdaptabilityCommunicationCreative thinking

Required

BA/BS or equivalent
10-15 years industry marketing experience
Financial services experience required, preferably within the asset management space
Deep understanding of the retirement ecosystem, including how recordkeepers, advisors, and consultants evaluate and implement investment options across vehicles (mutual funds, CITs, and separate accounts), with the ability to translate technical distinctions into compliant marketing narratives
Ability and desire to lead and support various initiatives with a collaborative, roll-up-your-sleeves mindset
Demonstrates a strong work ethic and commitment to team and organization
Responsive yet thoughtful to external firm/client requests; advocates for external firms/clients and Harbor equally
Results driven – seeks to learn and enhance marketing initiatives based on data/results (quantitative/qualitative)
Ability to think creatively and has the enthusiasm to present new ideas
Must thrive working in a fast-paced, start-up environment, remaining flexible, proactive, resourceful, and efficient
Possess an effective and collaborative approach to working across Harbor
Excellent written and verbal communication and interpersonal skills
Highly organized, project management skills, and proficient at working independently to manage tight deadlines

Preferred

retirement marketing experience preferred

Company

Harbor Capital Advisors, Inc.

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Harbor Capital Advisors provides its services to investment companies, pooled investment vehicles, and corporations and other businesses. It is a sub-organization of Robeco Groep N.V..

Funding

Current Stage
Growth Stage

Leadership Team

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Pradeep Tekkey
SVP, Chief Technology Officer
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Lora Kmieciak
Chief Financial Officer
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Company data provided by crunchbase