Retirement Growth Marketing Manager

OneDigital Investment Advisors LLC

United States

Remote

USD 85,000 - 110,000

Full time

4 days ago
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Benefits offered by this job

Health, wellbeing, and retirement bene
Learning & development programs

Job summary

OneDigital Investment Advisors LLC is seeking a Manager of Retirement Growth Marketing to bridge national retirement marketing capabilities with growth in the West and Central regions. The role partners with retirement advisors, helping them prioritize opportunities and execute growth plans.

Responsibilities include adapting campaigns for local relevance, enabling AI-driven prospecting, and monitoring campaign performance to close gaps. Travel across the West and Central regions is required.

Qualifications

  • Bachelor's degree in Marketing, Business, Finance, or a related field, or equivalent related experience.
  • 6+ years of experience in field marketing, advisor marketing, growth marketing, sales enablement, revenue operations, or a related discipline.
  • Experience in the retirement plan industry, including defined contribution and/or defined benefit plans, or comparable institutional retirement experience, with a strong understanding of the retirement advisor and consultant role, the plan sponsor buying process, and advisor-led growth.
  • Experience developing and executing marketing campaigns, including audience selection, segmentation, messaging, channel approach, and performance measurement.

Responsibilities

  • Serve as a trusted growth marketing consultant to retirement advisors and consultants, helping them prioritize high-impact opportunities and translate national marketing programs into practical, locally relevant growth activation plans.
  • Partner with advisors as they build their individual growth plans, connecting them to the campaigns, content, programs, and resources best suited to their goals and specialties—and driving adoption of growth-enablement platforms and other approved AI and convergence solutions through individual and small-group enablement.
  • Adapt national campaigns and marketing assets for local market relevance and develop local market campaigns and activations where national programs do not address a specific regional opportunity.
  • Help advisors incorporate AI-enabled tools and digital coworkers into their prospecting practices to identify opportunities, prioritize outreach, and build more consistent business development habits while reinforcing responsible use, data quality, and compliance requirements.
  • Use CRM data, performance indicators, and field insights to monitor campaign participation, lead response, opportunity progression, advisor engagement, technology adoption, convergence referrals, finalist activity, and event outcomes—identifying execution gaps and recommending practical actions that improve follow-through and results.

Skills

Consulting skills
Facilitation
Pipeline marketing
Sales enablement
CRM data analysis
Communication skills
Travel flexibility

Education

Bachelor's degree in Marketing or related field

Tools

Salesforce
Seismic
ZoomInfo
Marketing automation

Job description

OneDigital Investment Advisors LLC is seeking a Manager of Retirement Growth Marketing to bridge national retirement marketing capabilities with growth in the West and Central regions. The role partners with retirement advisors, helping them prioritize opportunities and execute growth plans.

Responsibilities include adapting campaigns for local relevance, enabling AI-driven prospecting, and monitoring campaign performance to close gaps. Travel across the West and Central regions is required.

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