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Western & Southern Financial Group

Provides personalized financial solutions and guidance

Lifecycle Marketing Strategy Senior Manager

Growth MarketingPosted on Nov 5
Full-timeWhite Plains, NY, USA$162k - $200k

About the Job

Requirements

  • A Bachelor's degree in Marketing, Business, or a related field is required.
  • Seven to ten years of experience working in Marketing Strategy and Lifecycle Marketing in a leadership role is required.
  • Experience with customer segmentation strategies is required.
  • Experience leading and developing at least one direct report, with director or indirect authority, is required.
  • Knowledge and experience with marketing automation or customer relationship management systems such as Salesforce, Snowflake, Marketo, or HubSpot.
  • A test-and-learn approach and A/B testing strategy experience.
  • Program management skills, including prioritizing and managing multiple marketing programs simultaneously.
  • Understanding of digital marketing channels, attribution models, and audience measurement methodologies.
  • Problem-solving abilities and attention to detail.
  • Ability to work independently and collaboratively in a cross-functional team environment.
  • Familiarity with Cognos is a plus.
  • Proficiency in data visualization platforms such as Power BI and Tableau.
  • Proficiency in the Microsoft suite, Tableau or Power BI, and experience with marketing analytics platforms, web analytics tools, and data visualization tools.

Responsibilities

  • Lead the development of customer experience strategies for customer segments throughout their lifecycle, including engagement, retention, loyalty, and advocacy.
  • Use data-driven segment insights and market research to inform communication strategies for target audiences.
  • Collaborate with cross-functional teams to align strategies with business goals.
  • Use channels including email, SMS, direct mail, and owned channels such as e-service.
  • Create, map, and analyze customer journeys to identify touchpoints, pain points, and optimization opportunities.
  • Design and implement customer journey initiatives to improve engagement, retention, and conversion rates.
  • Use customer insights to refine and improve the customer journey.
  • Oversee marketing campaign execution with the Marketing Operations team, ensuring timely and accurate implementation.
  • Collaborate with internal teams, including Creative, Audience Strategy, Analytics, and Media, and with external partners to execute communication strategies.
  • Conduct A/B tests and analyze campaign and journey performance to assess whether messaging achieves desired results.
  • Partner with analytics and audience teams to segment customers by relevant characteristics, behaviors, and demographics.
  • Develop personalized communications for each segment to maximize relevance and engagement.
  • Define objectives and key performance indicators for each segment, aligned with business objectives.
  • Develop creative briefs with creative teams to deliver messaging to core audiences and achieve objectives.
  • Craft clear messaging for target audiences that aligns with brand guidelines.
  • Ensure consistent messaging and branding across communication touchpoints.
  • Monitor industry trends and analytics methodologies and bring relevant ideas and practices to the team.
  • Perform other duties as assigned and comply with company policies and standards.

Desired Qualifications

  • A Master's degree.
  • Five years of experience in the insurance or financial services industry.
  • Salesforce Marketing Cloud marketing certifications; exam-related certification is preferred upon hire.

About the Company

Western & Southern Financial Group

Provides personalized financial solutions and guidance

Western & Southern Financial Group guides individuals and middle-market clients in managing financial needs through face-to-face advice from Western & Southern Life representatives. Their products, including life insurance and other financial solutions, are selected and implemented by trained agents who assess goals, explain options, and tailor plans within an agency-based structure supported by mentors and managers. The company stands out by prioritizing personal, attentive service, a long heritage dating to 1888, and a culture built on integrity, loyalty, and teamwork. Its goal is to help clients reach financial objectives with clear guidance, stable products, and ongoing support rather than quick, transactional outcomes.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Cincinnati, OH
Founded
1888

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