Retirement Plan Services Marketing Jobs

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Marketing Manager - Retirement Plan Services

SWBC Austin, TX

Austin, TX

Today

Full time Manager Marketing Brand Management

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Job Description

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

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