Sr. Director, Marketing - Retirement & Wealth (Remote)

Accruit; Oak Brook (IL); Remote; USD 175,000 - 250,000; Full time

Benefits offered by this job

Healthcare

401K savings plan

Paid time off

Parental leave

Job summary

Inspira Financial is seeking a Senior Director of Marketing - Retirement & Wealth to lead an integrated, standalone function focused on growth, client diversification, and brand leadership across retirement and wealth segments. This role will build the team, govern operating models, and partner with Sales, Product, and Compliance to drive measurable outcomes.

The candidate will transition from a shared-services model to a dedicated marketing organization, with a proven track record in financial

Qualifications

• 15+ years of progressive marketing experience, including 7+ years leading multidisciplinary teams.
• Deep financial services experience, preferably in retirement, wealth, employee benefits, or fintech.
• Proven ability to connect product marketing, demand generation, lifecycle engagement, communications, and sales enablement to measurable growth.
• Experience leading complex cross-functional initiatives and customer communications in a regulated environment.

Responsibilities

• Build and lead a multidisciplinary marketing organization spanning product & segment marketing, brand, demand generation, digital marketing, sales enablement, and more.
• Lead transition from shared services to a dedicated Retirement & Wealth marketing organization with governance and processes.
• Recruit, develop, and coach a high-performing team, balancing internal and external resources.
• Strategically advise leadership on growth priorities, market expansion, and customer experience across stakeholders.
• Own annual marketing and go-to-market plan and budget aligned with business strategy.

Skills

Marketing leadership

Financial services marketing

Brand management

Strategic planning

Cross-functional collaboration

Education

Bachelor’s degree or equivalent combination of education and relevant professional experience

Advanced degree preferred

Tools

CRM systems

Marketing analytics tools

Job description

#26-1687

Work Location Type

Home Based

Join Us!

Take the next step in your journey at Inspira Financial.Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.

Serving more than 7 million clients and representing over $62 billion in assets, Inspira partners with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners to help the people they support plan, save, and invest for a brighter future. Through solutions including automatic rollover services, health savings accounts, emergency savings, and custody services, Inspira is focused on delivering better outcomes for all. Learn more at inspirafinancial.com .

Our values shape how we show up every day. WeLead with Heartby acting with compassion, empathy, and doing what's right;Cultivate Trustthrough integrity, transparency, and accountability;Aim Higherby never settling for what's expected and continually raising the standard; andWin Togetherby collaborating inclusively to achieve the best outcomes.

Our growth and culture haven't gone unnoticed -- we've been recognized on Crain's Fast 50 and Inc. 5000 for remarkable growth, and named to Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer for our workplace culture and benefits.

Don't meet every single requirement? That's okay. We know growth comes from people who are willing to learn and challenge themselves, not just check every box. If you're energized and inspired by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, we want to hear from you. We look forward to receiving your application.

Our office locations are designed to bring people together, foster collaboration, and build meaningful connections. While some roles are based at one of our office locations, remote status and role locations are subject to change, and relocation is not provided.

Job Summary & Responsibilities

As a member of the Go-to-Market team, the Senior Director, Marketing-R&W build and lead an integrated, standalone function that drives growth, client diversification, brand leadership, customer engagement, and revenue across Inspira’s Retirement & Wealth businesses. This leader will translate business priorities into marketing strategies for financial institutions, intermediaries, strategic partners, and individual account holders while establishing the talent, operating model, technology, and measurement capabilities needed for current priorities and future growth.

The role will lead the transition from today’s shared-services support model to a dedicated Retirement & Wealth marketing organization, creating the structure, governance, capabilities, and partnerships required for sustainable growth. The ideal candidate is a strategic, hands-on financial services marketing leader with a track record of building teams, transforming capabilities, and connecting investment to measurable business outcomes.

Marketing Organization and Business Leadership

• Build and lead a multidisciplinary marketing organization spanning product and segment marketing, brand and communications, demand generation, digital and lifecycle marketing, sales enablement, creative services, marketing operations, and the Account Holder Engagement capability.
• Lead the transition from shared-services support to a dedicated operating model, establishing the organization’s structure, talent strategy, governance, processes, performance expectations, and culture of accountability, collaboration, innovation, and continuous improvement.
• Recruit, develop, and coach a high-performing team and determine the right mix of dedicated talent, shared capabilities, agencies, vendors, and other external expertise.
• Serve as a strategic advisor to business leadership on growth priorities, market expansion, client diversification, customer experience, and reputation, aligning Sales, Product, Client Engagement, Technology, Operations, and other stakeholders around shared goals.
• Own the annual marketing and go to market communications plan and budget, aligning priorities, resources, investments, roadmaps, capabilities, and performance goals with business strategy and financial objectives.

Product, Segment, and Go-to-Market Strategy

• Lead integrated B2B, B2C, and B2B2C strategies across institutional, intermediary, partner, employer, and individual account-holder audiences.
• Use customer research, competitive intelligence, segmentation, and market insights to develop differentiated positioning, value propositions, messaging, and commercialization plans.
• Build repeatable go-to-market approaches for products, strategic partnerships, acquisitions, platform transitions, and market-expansion opportunities.
• Develop co-marketing programs with recordkeepers, advisors, third-party administrators, financial institutions, and other strategic partners to advance shared growth and client engagement.

Brand, Communications, Content, and Experiences

• Own Retirement & Wealth brand positioning, messaging, standards, and reputation across internal, external, executive, and customer communications.
• Lead public relations, thought leadership, industry engagement, executive visibility, crisis communications planning and response, and clear, compelling content across digital, print, events, and sales channels.
• Own the event and sponsorship strategy, including conferences, client events, strategic sponsorships, experiential activation, and measurement of business impact.
• Lead creative and content development, translating complex financial products and experiences into communications that build understanding, trust, and action.
• Partner with Legal, Compliance, enterprise communications, Privacy, and Information Security to establish review processes, communications governance, and adherence to applicable regulatory and data-protection requirements, including FINRA and SEC considerations.

Demand Generation and Sales Enablement

• Lead acquisition and demand generation across owned, earned, and paid channels, including website strategy, SEO/SEM, social media, content, events, account-based marketing, lead generation, and nurture programs.
• Partner with Sales and account management to improve pipeline creation, conversion, client expansion, cross-sell, and partner engagement.
• Equip sales teams and distribution partners with differentiated messaging, tools, content, and scalable national and local marketing programs that support business development.

Account Holder Engagement and Asset Growth

• Lead the Account Holder Engagement strategy, capability, and team, owning lifecycle programs from account establishment through activation, onboarding, education, engagement, retention, consolidation, and lifetime value growth.
• Use customer journeys, behavioral insights, segmentation, experimentation, and trigger-based communications to deliver relevant next-best actions, deepen relationships, improve contactability and digital adoption, reduce friction, and support participant outcomes.
• Establish account-holder economics, lifetime value models, cohort analysis, scorecards, and business cases to prioritize investment and measure asset retention, leakage reduction, consolidation, voluntary rollover conversion, revenue per account, and cost to serve.
• Partner across Product, Operations, Technology, Service, Finance, Compliance, Distribution, and Relationship Management to improve the participant experience and advance digital onboarding, self-service, financial wellness, and new growth solutions.

Marketing Technology, Operations, Data, and Performance

• Own the marketing technology roadmap, including CRM integration, automation, campaign orchestration, customer data and analytics, lead management, personalization, and the responsible use of AI and predictive analytics.
• Establish scalable campaign execution, creative production, reporting, compliance-review, consent, channel-preference, and customer-data governance processes.
• Define KPIs, attribution approaches, and executive dashboards that connect marketing investment to pipeline, revenue, engagement, asset retention, brand and communications impact, event and sponsorship returns, and operating efficiency.
• Embed testing, learning, and optimization into marketing programs and operating processes to improve productivity, personalization, and business results.

Preferred Qualifications

• Bachelor’s degree or equivalent combination of education and relevant professional experience required; advanced degree preferred.
• 15+ years of progressive marketing experience, including 7+ years leading multidisciplinary teams.
• Deep financial services experience, preferably in retirement, wealth, employee benefits, or fintech.
• Demonstrated success building or transforming marketing organizations, including talent, operating models, processes, technology, budgets, external partners, and organizational change.
• Experience developing B2B, B2C, and B2B2C strategies across institutional, intermediary, partner, employer, and individual customer audiences.
• Proven ability to connect product marketing, demand generation, lifecycle engagement, communications, and sales enablement to measurable growth.
• Strong command of segmentation, customer insights, digital marketing, marketing technology, analytics, attribution, and ROI measurement.
• Leadership experience across brand, internal and external communications, executive communications, public relations, events, sponsorships, crisis communications, and reputation management.
• Experience leading complex cross-functional initiatives and customer communications in a regulated environment, including appropriate privacy, consent, and compliance governance.
• Executive presence, strong storytelling and influencing skills, sound judgment, and a hands-on leadership style.
• Success developing talent, managing budgets and external partners, and leading through ambiguity and change.
• Ability to travel as business needs require and work within the company’s established location and workplace model.

Other Requirements:

• Typical schedule is Monday–Friday, 8 am to 5 pm
• Occasional travel
• Prolonged periods of sitting and operating standard office equipment

Pay Range

$175,000-$250,000 per year

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.

Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

This Company is an Equal Opportunity Employer, and does not discriminate on the basis of race, gender, ethnicity, religion, national origin, age, disability, veteran status, or on any other basis prohibited by law. Information on race, gender and national origin will only be used for statistical and recordkeeping purposes, and will not be used in making any employment decisions. All information provided will be kept separate from your expression of interest. Providing this information is strictly voluntary, and you will not be subjected to any adverse action or treatment if you choose not to provide this information. If you do not choose to answer these questions, we ask that you select "Decline to Identify" for each question. Thank you for your voluntary cooperation.