Assistant Vice President, Lifetime Income Initiative

LL Global, Inc.; Windsor (CT); On-site; USD 150,000 - 230,000; Full time

Job summary

LIMRA and LOMA are seeking a strategic senior-level marketing leader to oversee the Lifetime Income Initiative, reporting to the Chief Marketing Officer. The role requires building value propositions and leading cross-functional teams to drive member value and association growth.

You will manage product, engagement, and consumer marketing initiatives, partnering with research, sales, and IT to accelerate business outcomes.

Qualifications

• 15+ years in marketing management or marketing roles.
• Ability to lead and mentor teams across campuses.
• Strong communication with senior management.
• Thorough knowledge of marketing principles and brand management.

Responsibilities

• Own business planning and execution for the Lifetime Income Initiative.
• Ensure financial objectives and profitable delivery to members.
• Lead cross-functional teams and external partners on strategic initiatives.
• Design and execute member engagement programs and sponsorship packages.
• Oversee nationwide roadshows and partnerships to grow awareness.
• Develop consumable content strategies for advisor-facing materials.

Skills

Marketing leadership

Cross-functional leadership

Strategic thinking

Digital marketing

Education

Bachelor’s degree in marketing or related field

MBA preferred

Tools

CMS

CRM tools

Job description

About Us:

Recognized as the trusted source for industry knowledge, LIMRA and LOMA provides research, training, development, and networking solutions to financial services companies. In a rapidly changing marketplace, companies rely on us for our industry insight, practical solutions, and unwavering commitment to their success.

Why Join Us:

Leading life insurance and financial services organizations around the world rely on our membership to make bottom-line decisions with greater confidence. They turn to us for:

• Research: Catalysts for new ideas, industry benchmarking, and strategic planning.
• Learning & Development: Programs to assess, train, and increase productivity, and develop future corporate leaders.
• Networking: Connections with industry leaders and peers through study groups, committees, and conferences.

*Hybrid to Windsor, Connecticut / Atlanta Georgia or Full remote

The Opportunity:

We are searching for a strategic senior-level marketing leader to oversee the Lifetime Income Initiative. Our success depends on leadership that can challenge the norm and offer fresh perspectives. The responsibilities of this role will focus on the Lifetime Income Initiative as part of US member benefits. This position will report to the Chief Marketing Officer.

The Lifetime Income Initiative Leader is a highly collaborative, business-savvy marketing professional who has solid experience leading teams and in building product value propositions. You will be responsible for developing and executing a clearly defined strategy in a manner that drives member value and association growth.

This role will lead cross-functional teams leveraging relationships, influence, and shared accountability to execute initiatives and accelerate business outcomes.

What You’ll Do:

Product Management

• Demonstrate accountability for business planning and execution of key priorities and objectives for the Lifetime Income Initiative.
• Ensure the Lifetime Income Initiative meets the financial objectives of the organization and is delivered to our membership in a profitable and sustainable way.
• Lead engagement across the organization, and external partners, to understand the drivers of engagement, membership feedback and operational/experience needs
• Lead cross-functional teams to ensure planning and execution of strategic initiatives and campaigns.
• Monitor and optimize the effectiveness of strategic initiatives
• Identify and assess new business opportunities and partnerships that relate to the mission and objectives

Member Engagement

• Design and execute member engagement programs that increase participation and value creation through sponsorship packages and turnkey marketing toolkits for member amplification
• Partner with Research to publish research and create awareness with members and the industry via media relations partners
• Serve as the business owner for member convening strategies and experiences, including industry conferences, executive forums, and thought leadership events
• Partner with Member Relations & Sales to ensure program value recognition
• Support the Lifetime Income Initiative Advisory Board including engagement and meetings that inform strategy, content, and outreach efforts.

Financial Professional Marketing

• Oversee nationwide roadshow programs with key distribution partners, aligning marketing and partner objectives to drive awareness and expand the market
• Lead partner marketing initiatives with service provider and strategic alliances to drive joint go-to-market programs that achieve marketing objectives.
• Direct advisor-facing marketing initiatives across paid, owned, and partner channels, utilizing sales enablement resources, marketing technology, advertising, and content strategies to increase awareness, consideration, and product recommendations
• Develop and execute consumable content strategies that transform research-based insights into advisor-facing podcasts, video series, digital content, and sales enablement resources to drive engagement and behavioral change among financial professionals.
• Serve as the business owner for financial professional convening strategies and experiences

Consumer Marketing

• Lead the consumer engagement strategy leveraging research-based insights, retirement education fellows, strategic partnerships, and influencer marketing to increase awareness of the role lifetime income can play in improving retirement security.
• Direct integrated marketing campaigns across digital, social, content, media, and experiential channels, translating retirement income research into compelling consumer narratives that drive engagement, education, and behavioral change.
• Build and activate financial influencers to amplify awareness, credibility, and adoption of lifetime income concepts

What You Bring:

• Bachelor’s degree in marketing, communications, or related field, MBA preferred
• 15+ years in marketing management or marketing roles
  • Leading digital marketing, influencers, social media, PR
  • Managing partner relationships
  • Managing a marketing budget
• A minimum of 10 years of management experience, strongly preferred. Planning and managing experience at both strategic and operational levels.
• Proven success leading and mentoring team members across multiple campuses
• Ability to communicate strongly with team members and senior management.
• Thorough knowledge of marketing principles and brand management.
• Experience deploying or improving an organization’s digital strategy.
• Industry experience in Financial Services is preferred.

What Do You Need to Succeed?

• Proven success achieving results through collaborative planning with cross-functional partners, including sales, research, product, and IT, to drive revenue growth.
• Analyzing statistical data to measure, inform decisions, and improve the performance of marketing activities such as market segmentation, customer behavior and data driven marketing.
• Bias for Action, results oriented, drives accountability. Ability to pivot between strategic vision and tactical focus
• Strong knowledge of and experience using full range of digital marketing tools, including social media, Content marketing and CMS. Ability to apply marketing techniques over multiple digital channels.
• Excellent communication, interpersonal, presentation, management and negotiating skills to maintain effective relationships with senior leadership, the board of directors, management, staff, and outside business partners.
• Effective communicator who fosters an open dialogue, promotes frank discussions of tough issues as appropriate, keeps others well informed, and listens carefully to input and feedback.
• Strong leadership skills with success developing and growing individuals and teams; including interviewing, hiring, training, appraising, and providing feedback and addressing performance issues.

Join Us

If you are someone who values collaboration, continuous learning, and making meaningful contributions,

LIMRA and LOMA are committed to fostering an inclusive workplace where individuals feel valued and empowered to contribute. We welcome people with unique perspectives and backgrounds, recognizing that a wide range of experiences strengthens our ability to help members navigate with confidence.
We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law.

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