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Our Newest Opportunity:
Summary:
The Manager, Retirement Growth Marketing connects OneDigital’s national marketing capabilities with retirement plan growth across the West and Central regions—helping advisors put campaigns, tools, resources, and growth initiatives to work in their local markets. With an advisor-first, consultative mindset, this individual partners with retirement advisors and consultants as they build and execute their growth plans, helping them prioritize opportunities, strengthen prospecting practices, improve pipeline visibility, adopt AI-enabled solutions, and unlock the full value of OneDigital's converged workplace offering.
Reporting to the Director, Financial Services Field Operations, this role operates at the intersection of field marketing, sales enablement, and growth operations. The individual adapts national programs for local relevance, develops market-level campaigns where opportunities exist, and serves as a regional marketing partner on high-value pursuits. By bringing regional insights to national teams and scaling proven practices across markets, this role strengthens alignment between national strategy and local needs while helping advisors build more consistent, effective growth practices
Essential Duties and 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…