Director of Marketing Technology Strategy


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We are a leading financial institution that designs and distributes highly innovative investment and retirement solutions that have been revolutionizing the retirement planning industry for over 15 years. We have an immediate opening for an exceptional Director of Marketing Technology Strategy.

The Head of MarTech for Annexus drives our B2B client-centric business strategy to establish seamless integration of online and offline processes and deliver high value content to the right customers, at the right time, through the right channels to improve engagement and sales. Lead, manage and coordinate initiatives including CRM, CMS, analytics, loyalty, SMS and email marketing, digital advertising, AI, client data integration with downstream systems, and future capabilities.

You will represent the Marketing Team in cocreating with IT, the long-term vision for how to best support internal sales and external client needs via our current and future MarTech solutions.

Level: Director; Reports to the Senior Vice President of Marketing

In this role, you will:

Help create the Roadmap: Partner with key stakeholders to identify objectives and strategic priorities to build and execute our MarTech roadmap. Using a foundation of user experience /customer experience insights, partner with stakeholder teams to guide MarTech strategies and the ecosystem of solutions. Leverage a strong understanding of client behavior.

Solutioning: Balance technical and business acumen to translate business needs into solutions, in partnership with key stakeholders and IT. Hands-on partnering on integrations and work with 3rd party marketing platforms to deliver a highly personalized experience and improved business efficiencies. Bring a high level of MarTech industry expertise to offer best practices and support new ways of working for our Marketing Team.

Collaborate: Communicate and collaborate with cross-functional stakeholders to share learnings around new opportunities and MarTech products and features.

Drive Efficiencies: Investigate and analyze opportunities for improving production efficiency with MarTech tools (analytics, tagging, data management, site personalization/optimization). Ensure and monitor the health of MarTech integrations and work on new integrations that drive value. Track and understand new features of platforms within the MarTech ecosystem.

Manage change: Own communication, train marketing staff and key stakeholders as necessary, drive adoption, and ensure governance on new MarTech capabilities.

Key Qualifications and Experiences:

  • Bachelor’s Degree
  • 3+ years of experience in the marketing technology space: implementing digital marketing tools and analytics platforms/solutions (DOE)
  • Experience leading organizations through influence without direct authority or control
  • Experience in leading significant tech change in a marketing environment
  • Experience with data visualization, analytic tools, reporting and dashboarding, cloud-based data platforms and machine learning capabilities
  • Passion for solving complex data problems
  • Strong analytical skills
  • Strong interpersonal and written, verbal, and active listening skills
  • Able to manage multiple projects and deadlines simultaneously
  • Ability to work in a team-orientated, collaborative, and cross-functional environment

All applicants are required to take a PI Survey and are subject to a background check prior to hire. We offer a competitive compensation and benefits package including health benefits and 401(k). Annexus Management Company is an Equal Opportunity Employer.


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