Marketing Strategy & Planning Director

OneAmerica Financial; Indianapolis (IN); Hybrid; USD 140,000 - 190,000; Full time

Job summary

OneAmerica Financial is seeking a Director of Strategy & Planning to partner with the CMO and EMC leadership to shape and operationalize the enterprise strategy. This role drives the annual and multi-year planning process, defines outcomes, aligns priorities, and ensures cross-functional execution with clear governance and reporting.

The position requires building market insights, measuring brand impact, and delivering strategic insights to optimize distribution marketing and performance across

Qualifications

• Bachelor's degree in marketing, organizational effectiveness, data analytics, consulting, finance or business management.
• 8+ years of experience in strategy development and execution.
• Business acumen in the life insurance or group benefits product space a plus.

Responsibilities

• Develops the strategy for EMC's overall annual and Multi Year Plan (MYP) strategy, including people and organizational growth, marketing-related business and enterprise priorities - driving EMC's impact in the enterprise.
• Serves as the Strategy Liaison to Enterprise Strategy team
• Aligns EMC business strategy to Line of Business & Enterprise Strategy, ensuring KPIs are defined and achieved.
• As the owner of market research for the division, this leader establishes EMC's success metrics, including brand impact measurement, growth, retention, etc., maintaining an external focus on industry and market trends, competitive intelligence and innovation.
• Provides insights and direction through analysis of customer data, informing Distribution marketing tactics and delivery performance for optimization.
• Partners with CMO and EMC leadership on special projects designed to advance innovation, performance, function and enterprise outcomes.
• Works in concert with EMC functional leaders to develop and refine KPIs, reporting and dissemination of insights and information to enable improved performance.
• Engages in people-driven programming to foster a collaborative and engaged culture, in partnership with CMO, EMC Leadership and our Human Resources team.
• Delivers insights and competitive intelligence to marketing function and partners with enterprise strategy for activation and understanding.

Education

Bachelor's degree in marketing, organizational effectiveness, data analytics, consulting, finance or business management

8+ years of experience in strategy development and execution

Job description

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!

Job Summary

The Director of Strategy & Planning serves as a trusted advisor and strategic partner to the Chief Marketing Officer and Enterprise Marketing and Communications (EMC) leadership team. Helping shape, operationalize, and monitor EMC's long-term strategic direction. This role leads the annual and ongoing business planning process, ensuring alignment between enterprise priorities and organizational objectives. Working closely with the EMC Leadership Team, the position drives strategy formulation, establishes clear outcomes and success measures, and creates transparency into progress against strategic goals. In addition, the role coordinates priorities, facilitates cross-functional alignment, prepares executive-level communications and governance materials, and ensures high-priority initiatives are effectively advanced across the organization. Success is measured by the role's impact on strategic decision-making, organizational alignment, and achievement of EMC's desired business outcomes.

Primary Duties Include But Are Not Limited To

• Develops the strategy for EMC's overall annual and Multi Year Plan (MYP) strategy, including people and organizational growth, marketing-related business and enterprise priorities - driving EMC's impact in the enterprise.
• Serves as the Strategy Liaison to Enterprise Strategy team
• Aligns EMC business strategy to Line of Business & Enterprise Strategy, ensuring KPIs are defined and achieved.
• As the owner of market research for the division, this leader establishes EMC's success metrics, including brand impact measurement, growth, retention, etc., maintaining an external focus on industry and market trends, competitive intelligence and innovation.
• Provides insights and direction through analysis of customer data, informing Distribution marketing tactics and delivery performance for optimization.
• Partners with CMO and EMC leadership on special projects designed to advance innovation, performance, function and enterprise outcomes.
• Works in concert with EMC functional leaders to develop and refine KPIs, reporting and dissemination of insights and information to enable improved performance.
• Engages in people-driven programming to foster a collaborative and engaged culture, in partnership with CMO, EMC Leadership and our Human Resources team.
• Delivers insights and competitive intelligence to marketing function and partners with enterprise strategy for activation and understanding.

Required Education and/or Certifications

• Bachelor's degree in marketing, organizational effectiveness, data analytics, consulting, finance or business management.

Recommended Education and/or Certifications

• 8+ years of experience in strategy development and execution.
• Business acumen in the life insurance or group benefits product space a plus.

Salary Band: 7B

This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.

Benefits

• Medical & prescription, dental, vision insurance
• Health Savings Account & Flexible Spending Accounts
• Paid Time Off
• 10 weeks 100% paid parental leave (after completing 12 months of employment)
• 401(k) Plan with company match
• Pension Plan
• Company paid life & disability insurance
• Wellness Program & Company paid employee assistance program
• Clinic access subject to location* (*Indianapolis, Charlotte, Cincinnati)

If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.

Selected employees must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.

Disclaimer: American United Life Insurance Company ("OneAmerica Financial") is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local law.

For All Positions

Because this position is regulated by the Violent Crime Control and Law Enforcement Act; if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.