Insurance Client Marketing Director

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements.

Come join us in delivering better outcomes for our clients around the world!

The US Marketing Organization partners with Franklin Templeton's distribution teams and is responsible for the development and execution of marketing strategy and related deliverables/communications designed to drive flows and retain assets. The US Marketing Organization oversees the end-to-end client experience and works with all related functions to achieve a seamless journey for Franklin Templeton clients. Within the US Marketing Organizations sits the Insurance Client Marketing Director, responsible for developing and executing the marketing strategy for the Franklin Templeton US Retirement, Insurance, & 529 organization, which includes roughly 50 professionals and accounts for approximately $125 Billion in assets, across both the defined contribution and insurance/subadvisory businesses.

What are the ongoing responsibilities of an Insurance Client Marketing Director?

Developing and Executing a Strategic Marketing Plan

• Partner closely with the Head of US Marketing to create and execute a comprehensive marketing strategy for the US Insurance business that is consistent with the priorities across strategic account and sales leadership.

• Support the implementation of this strategy via defined engagement, including: content development, email campaigns, web, multi-media, events, sponsorships, and support plans for key mandates.

• Marketing tactics should be aimed at building brand awareness and increasing interest and engagement for the investment strategies Franklin Templeton offers in the US insurance space as well as the products and solutions offered by our key distribution partner firms.

• Continually evaluate marketing plan to determine efficacy and incorporate any ways to further evolve and improve throughout the year.

A Focus on Collaboration Across Organization

• Support the Head of US Marketing on key initiatives meant to support the overall insurance organization's priorities.

• Establish and maintain close relationships across our partner firms' marketing and sales organizations, uncovering opportunities to execute custom engagement strategies and joint campaigns.

• Collaborate with colleagues in other Franklin Templeton marketing channels, particularly institutional and retail.

• Build relationships with insurance sales and strategic account teams providing training on how and when to use specific marketing tools.

• Work in tandem with insurance sales and strategic account teams to create the right messages and content to be leveraged in the field, with on-going connectivity as to how resources are being used, what needs to change, and how we can continue to evolve and improve the process going forward.

New Mandate/Product Launch Support

• As new products are launched, work in close partnership with sales, strategic accounts, and our partner firms to establish key deliverables to help support new product launches.

• Create and execute launch strategies that incorporate great consideration for how best to enable our partners, train them on key resources, and continually check back after launch to consider day 2 needs.

• Continually share with our partner firms what insights have been gained by our promotional efforts.

Campaign and Content Development and Execution

• Develop and execute product and thematic campaigns supportive of key priorities.

• Employ a data-driven approach for all marketing campaigns and share actionable insights with our sales partners.

• Identify opportunities to grow the business through marketing led initiatives that engage a target audience through lead nurturing.

• Execute against an effective marketing development process that incorporates special consideration of how best to leverage resources and accomplish goals in the most affordable manner possible.

• Employ a compressive marketing brief process, bringing together colleagues across all marketing functions to determine how best to go to market as quickly and effectively as possible, always being clear as to the intended goal and how best to measure success.

Ideal qualifications

• Bachelor's degree or equivalent experience

• 10+ years experience in financial services industry, preferably in sales or marketing

• Experience with custom insurance strategies

• Series 7 and 63 desired. Series 24 a plus

• An understanding of economic and financial concepts and capital markets

• Creative and strategic thinker

• Digital-first and resource sensitive mindset

• Analytical approach to planning ensuring KPIs are established and tracked for marketing efforts.

• Strong communication skills, both written and verbal

• Proactive approach to work with ability to anticipate needs.

• A strong collaborator who can effectively work with colleagues in other teams.

• A self-starter with the ability to manage multiple projects/deliverables.

• Strong attention to detail and demonstrated ability to meet deadlines.

• Willing to constructively challenge the status quo.

Compensation Range: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $145,000 - $180,000.

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Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

• Three weeks paid time off the first year

• Medical, dental and vision insurance

• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits

• Employee Stock Investment Program

• Tuition Assistance Program

• Purchase of company funds with no sales charge

• Onsite fitness center and recreation center*

• Onsite cafeteria*

• Only applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.