Apply here: https://www.applytracking.com/track.aspx/Ncpfu

 

 

The Senior Marketing Associate will collaborate with the Director of Marketing to provide marketing services to support our mission to make saving for college easy. Marketing services are required for the Ascensus corporate brand (B2B), our proprietary products (Ugift and 529 QuickView), and 31 separate and distinctly branded 529 college savings plans (B2C).  Each 529 college savings plan requires a different level of service, ranging from recordkeeping only (transactional forms, legal documents, fulfillment, etc.) to full service (marketing plans, media campaigns, emails, direct mails, websites, events, grassroots efforts, transactional forms, legal documents, etc.).  The Senior Marketing Associate will be focused primarily on service to RI’s CollegeBoundfund.

 

 

 

The position will manage all aspects of marketing including planning, budgeting, project management, creation, distribution, fulfillment, and measurement, analysis, vendor management, and client relationships.

 

The ideal candidate is a quick learner who thrives in a fast paced, deadline driven environment.  They should have marketing and financial services experience. 529 plan familiarity is a plus. Exceptional customer service and the ability to work both individually and as part of a cross functional team are crucial.

 

 

 

Essential Duties and Responsibilities:

 

• Collaborate with Director to evolve departmental processes and standards
• Schedule and traffic marketing projects using online management system
• Collaborate with internal teams to ensure all edits are properly incorporated and final approvals obtained
• Manage print production, including gathering pricing and estimates, sending files to print, approving proofs, fulfillment options, direct mail
• Manage fulfillment, including monitoring deliveries and inventory levels, reordering as necessary, conducting periodic reviews of inventory to keep up to date, entering orders as necessary
• Manage email production process, including scheduling with vendor, preparing links documentation, reviewing test files
• Facilitate web production process including  preparing and submitting scope documents, reviewing changes in staging and production environment
• Help manage invoices and budgets
• Contribute to annual client analysis and marketing year-in-reviews, including studying the data and drawing conclusions about trends and opportunities
• Lead formal client presentations (either in person or via phone)
• Contribute to creation and revisions of full-year marketing communications plans including budget allocation recommendation.
• Guide creative marketing agency’s execution of marketing tactics within budget parameters
• Pull campaign measurement, prepare and provide periodic updates on the progress toward goals and results of marketing efforts to clients
• Consult with the client regularly on marketing initiatives (ad hoc and weekly meeting participation).
• Be aware and have working knowledge of marketing efforts of other clients, and monitor competitor marketing efforts. Draw upon these examples to demonstrate knowledge and offer additional opportunities and suggestions to your clients in a consultative manner
• Maintain an excellent working relationship with the Relationship Management team. Work with them collaboratively to meet or exceed client expectations for marketing for their clients. Keep the team informed of all marketing efforts (status of campaigns in development, results of completed campaigns, etc.)
• Understand and uphold the marketing process (approvals, web updates, email development, timelines, etc.)
• Understand and advocate both our corporate and our 529 college savings plan brands
• Research and create content for RFP responses and presentations. Participate in  and production as necessary
• Protect, secure, and properly handle all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
• The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture

 

 

Minimum Requirements:

 

• Bachelor's degree in business
• 5 years' work experience in a marketing position
• Ability to travel

 

 

Knowledge and Skills:

 

• Excellent listener who can understand what is expected of them and follow up accordingly
• Project management abilities for small - large sized projects
• Fast learner who is flexible and able to respond to frequently changing business needs
• Highly motivated, proactive, resourceful with ability to interact effectively with cross-functional teams
• Strong organizational and time management skills and phenomenal attention to detail Must be able to manage multiple projects simultaneously
• Self-starter who will be proactive in managing the details of multiple projects--ability to work independently and drive projects through completion
• Strong communication skills required to work effectively with internal and external clients and with all levels of management
• Strong analytical skills with proven ability to demonstrate interpretation capabilities
• Excellent verbal and written communication skills; and strong presentation skills
• Fluency with Microsoft PowerPoint, Word, Excel
• Familiarity and basic understanding of Creative Suite and graphic design
• Solid understanding of the marketing communications process
• Must enjoy working in a high-pressure environment with daily deadlines and many demands on your time
• Must display exceptional client service

 

 

 

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people.  Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.