Senior Director of Marketing, Wealth jobs in United States
cer-icon
Apply on Employer Site
company-logo

Integrity · 8 hours ago

Senior Director of Marketing, Wealth

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. As the Senior Director of Marketing, Wealth, you will shape and execute marketing strategies that drive business growth and enhance advisor engagement while overseeing a high-performing team.

AdvertisingDigital MarketingInsuranceMarketing

Responsibilities

Partner directly with the President of Wealth and senior stakeholders to set and align marketing priorities with overall business strategy
Lead the development and execution of strategic documentation, including Go-To-Market plans, creative briefs, and strategy briefs
Serve as a trusted advisor to leadership, providing insights and recommendations that shape organizational priorities
Lead, mentor, and develop team members to build a high-performing, growth-oriented marketing function
Foster a culture of collaboration, accountability, and innovation across the team and broader organization
Oversee Wealth marketing budgets, ensuring efficient allocation of resources and maximum ROI across campaigns, incentives, and events
Evaluate and prioritize initiatives to ensure alignment with strategic objectives and business outcomes
Manage multiple concurrent projects, balancing delegation with hands-on leadership to ensure results
Collaborate across Creative, Channels, and Marketing Technology teams to deliver flawless, on-brand campaigns
Lead weekly marketing meetings with stakeholders to align on priorities, share progress, and adjust as needed
Design and deliver marketing strategies, sales support materials, and incentive programs that drive advisor engagement and product adoption
Partner with sales leaders to implement ROI-driven incentive contests and engagement campaigns
Oversee social media and content initiatives to extend brand presence and engagement
Track and evaluate effectiveness of marketing initiatives, using data-driven insights to optimize strategies and outcomes
Monitor market trends and competitor activity to inform ongoing innovation and differentiation

Qualification

Marketing leadershipWealth Management knowledgeStrategic planningProject managementCommunication skillsData-driven insightsMicrosoft Office proficiencyTeam leadershipRelationship-buildingAdaptability

Required

10+ years of marketing leadership experience in agency or corporate settings
Proven ability to lead teams, manage complex projects, and deliver measurable business outcomes
Strong knowledge of Wealth Management products (annuities, securities, alternatives)
Exceptional communication and presentation skills with senior leaders and stakeholders
Strategic thinker with a client-service mindset and strong relationship-building skills
Proficiency in Microsoft Office; familiarity with project management platforms (Asana a plus)
Flexible, resilient, and comfortable navigating fast-paced, evolving environments
Willingness to travel for key meetings and events

Benefits

Competitive compensation package
Benefits that make work more fun and give you and your family peace of mind

Company

Integrity

twittertwittertwitter
company-logo
Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.

Funding

Current Stage
Late Stage
Total Funding
$2.15B
Key Investors
Silver Lake
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity

Leadership Team

leader-logo
Linda Zukauckas
Chief Financial Officer
linkedin
leader-logo
Said Taiym
Chief Operating Officer
linkedin
Company data provided by crunchbase