About the Role
Title: Sr. Marketing Specialist, Portfolio Management
Location: Work From Home United States
Job Description:
Job Family
Marketing – General
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment – one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.
We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good – for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Job Description Summary
The Senior Marketing Specialist will be responsible for key functions across the CX & Marketing portfolio, including project management, process, planning, and reporting. This role will project manage marketing requests that are channel-agnostic, span multiple channels, or originate outside of the CX & Marketing Center of Excellence. The Senior Specialist will also act as project management overflow for production (update to existing assets). Finally, this position’s responsibilities may evolve as the Portfolio Management team takes on additional responsibilities, supports other teams, or identifies ways to drive efficiencies.
Job Description
Responsibilities:
- Manage digital and promotional activities related to strategy, execution and reporting.
- Execute campaigns to drive growth strategies for assigned products and channels as well as production overflow for updates to existing assets, including regulatory requirements and visual identify updates.
- Partner with Sales, Marketing, and Product to kick off assigned projects, manage stakeholder and Compliance reviews, finalize and post assets.
- Support Portfolio Management efforts including forecasting and prioritization; help create plans based on learnings and translate into actionable plans; evaluate program effectiveness using qualitative and quantitative methods.
- Report on productivity, priorities, issues, and opportunities for improvement.
- Ensure adherence to established processes and workflows related to end-to-end campaign strategy, creative execution, optimizing for performance, and troubleshooting; identify and recommend new processes and workflows as needed.
- Collaborate with cross-functional leaders and teams to ensure delivery of superior customer service and operational excellence.
- Serve as an internal escalation point for project related issues.
Qualifications:
- Bachelor’s degree in marketing, business, communications, or equivalent experience
- Five years of experience in marketing communications, digital marketing or project management
- Experience developing and executing digital campaigns, marketing programs and complex projects
- Thorough understanding of traditional and digital platforms
- Technical acumen to design campaigns that optimize the use of marketing platforms
- Creative thinker
- Excellent communication and relationship building skills
- Organizational skills and the ability to manage multiple projects in a fast-paced environment
Preferred Qualifications:
- Experience with Adobe Workfront
- Experience with change management
- Familiarity with content management, workflow and other marketing tools such as CMD, CRM, DAM, Workflow, Salesforce Marketing Cloud, Workfront
- Financial services industry experience
Working Conditions:
- Office environment: remote or hybrid