Marketing Manager - Retirement Plan Services

SWBC is seeking a Marketing Manager for its Retirement Plan Services team to support business development and client retention through marketing execution and executive-ready communications.

• Develop and execute marketing initiatives aligned to Retirement Plan Services business development, client retention, budget, and brand objectives
• Define and track campaign metrics to measure performance, overall effectiveness, and business impact
• Act as liaison between Retirement Plan Services leadership, SWBC corporate marketing, and outside marketing partners or vendors
• Create and maintain sophisticated client-facing PowerPoint decks for client meetings, finalist presentations, proposals, educational initiatives, and internal leadership discussions
• Translate complex information (investment, fiduciary, retirement plan, and business details) into clear, visually compelling, executive-ready materials
• Coordinate recurring deliverables such as meeting materials, client review packages, investment review materials, fiduciary support documentation, and follow-up communications
• Support business development by partnering with internal stakeholders on proposals, RFP responses, finalist presentations, sales enablement materials, and client retention initiatives
• Write, edit, and produce thought leadership and marketing collateral including presentations, email campaigns, blogs, digital content, announcements, and other communications for retirement plan sponsor audiences
• Manage deliverable projects from request intake through completion, including timelines, content collection, review cycles, approvals, production, and distribution
• Maintain project tracking for deadlines, approvals, recurring deliverables, and outstanding action items
• Coordinate across teams (advisory, investment, client service, operations, compliance, sales, and leadership) to ensure materials are accurate, timely, brand-consistent, and suitable for a regulated financial services environment
• Review for quality including formatting, grammar, numerical accuracy, brand consistency, and overall professionalism
• Support multichannel marketing efforts as appropriate, including digital, email, social media, print, and direct mail
• Evaluate and improve marketing efforts using performance data and stakeholder feedback
• Contribute ideas while incorporating direction, feedback, brand standards, compliance requirements, and established processes
• Build product and market understanding of SWBC Retirement Plan Services, clients, competitive position, and the retirement plan and investment advisory marketplace
• Stay current on investment, retirement, and employee benefits trends through research, industry publications, and professional development
• Identify needs and recommend or implement solutions that improve client engagement
• Support team and office coordination tasks such as meeting logistics, materials and supplies, vendor coordination, and document organization
• Perform additional duties as assigned

Requirements

• Bachelor’s degree in marketing, communications, advertising, business, or a related field from an accredited college or university, or equivalent relevant work experience
• Minimum 3 years of experience in marketing, communications, presentation development, client deliverables, sales enablement, or a related role
• Experience supporting a B2B, professional services, financial services, or similarly complex business environment
• Advanced PowerPoint and presentation development skills, including the ability to quickly convert complex information into polished, accurate, executive-ready materials
• Strong Microsoft 365 proficiency including PowerPoint, Word, Excel, Outlook, Teams, and SharePoint
• Excellent writing, editing, proofreading, and verbal communication skills
• Strong visual judgment and ability to organize information consistently across presentations and materials
• Exceptional attention to detail, including with data, financial information, formatting, deadlines, and compliance-sensitive content
• Project management and organizational skills to manage multiple priorities, recurring deliverables, stakeholders, and deadlines simultaneously
• Demonstrated ability to see projects through to completion with accuracy, urgency, and accountability
• Ability to work with senior leaders, subject matter experts, corporate partners, external resources, and colleagues with different working styles
• Strategic thinking with the ability to contribute ideas and professional judgment while following direction, feedback, brand standards, and established processes
• Proactive, adaptable, service-oriented approach, supporting both high-visibility projects and day-to-day team needs
• Curiosity and initiative to learn specialized business services, clients, terminology, and regulatory environment
• Onsite availability to provide responsive, hands-on support to the Retirement Plan Services team

Technologies

• PowerPoint
• Microsoft 365 (Word, Excel, Outlook, Teams, SharePoint)
• Salesforce
• HubSpot
• Google Analytics
• Adobe Creative Cloud
• Canva
• Monday.com
• Asana

Preferred Qualifications

• Experience supporting retirement plan advisory services, ERISA fiduciary services, investment consulting, recordkeeping, employee benefits, wealth management, asset management, or another regulated financial services business
• Familiarity with employer-sponsored retirement plans, plan sponsor audiences, fiduciary committees, investment review materials, or compliance-sensitive client communications
• Experience creating client meeting materials, quarterly or annual review packages, proposals, RFP responses, finalist presentations, or sales enablement materials
• Experience coordinating recurring client deliverables, approval workflows, deadline tracking, and follow-up across multiple stakeholders
• Experience working with CRM, marketing automation, analytics, project management, design, or content management platforms
• Experience coordinating work with a centralized corporate marketing team and external vendors such as agencies, freelance designers, or printers
• Experience working with financial data, investment-related content, or executive and board-level materials

Benefits

• Competitive overall compensation package
• Work/Life balance
• Employee engagement activities and recognition awards
• Years of Service awards
• Career enhancement and growth opportunities
• Leadership Academy and Mentor Program
• Continuing education and career certifications
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans
• Lucrative Wellness Program
• Based upon employee eligibility

Additional Information

• SWBC is a Substance-Free Workplace and requires pre-employment drug testing
• SWBC does not hire tobacco users as allowed by law