Secure Income Management · 3 days ago
Chief Marketing Officer
Secure Income Management (SIM) is a financial services company based in Tucson, Arizona, dedicated to helping clients achieve their financial goals with a personalized approach. They are seeking a Chief Marketing Officer to lead and scale their direct-response growth engine, focusing on demand generation through direct mail and performance digital channels, while ensuring integration with sales and advisor conversion.
Responsibilities
Own end-to-end direct-response demand generation across direct mail, paid digital, and lifecycle channels
Build and scale direct mail acquisition: list strategy, creative, offers, testing cadence, attribution, and economics
Integrate mail with digital funnels (landing pages, retargeting, email/SMS, call routing)
Partner cross functionally to optimize lead quality, advisor capacity, and conversion rates
Own marketing KPIs, dashboards, forecasting, and budget
Build and manage internal teams and external agencies
Ensure compliance-aware, trust-forward marketing aligned with financial services standards
Qualification
Required
Performance digital execution alongside mail (paid social, search, native)
Direct mail ownership: list sourcing, segmentation, creative, offers, testing, scaling
Strong grasp of attribution, cohorts, and unit economics
Deep partnership with Sales on lead quality and revenue outcomes
Experience operating under compliance and regulatory constraints
Preferred
Insurance & annuity distributors (IMOs / FMOs)
Retirement income, Medicare, life insurance, or wealth platforms
Fintech or advisor-adjacent businesses with DTC or hybrid sales models
Organizations running high-volume direct mail and digital/social media campaigns with call-center or advisor conversion
Benefits
Annual Bonus
Company
Secure Income Management
Secure Income Management specializes in financial planning, wealth creation, and retirement planning.
Funding
Current Stage
Early StageCompany data provided by crunchbase