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Our Newest Opportunity:
The Senior Marketing Manager, Executive Benefits helps accelerate growth across our Financial Services and Executive Benefits practice. This role blends hands-on marketing execution with advisor-facing growth enablement: they drive key initiatives across website, social, and content while partnering closely with advisors and consultants to support pipeline development, sharpen positioning, and equip teams with high-impact sales enablement tools. This role also act as a bridge between national strategy and field execution — helping advisors adopt and activate the campaigns, tools, and best practices built for the practice, rather than recreating them. The Senior Marketing Manager, Executive Benefits is a persuasive storyteller and compliance-savvy communicator who can make complex executive benefits concepts clear, compelling, and compliant.
Essential Duties and Responsibilities:
Executive Benefits Growth Execution
Execute integrated marketing initiatives that advance executive benefits growth priorities, increase market visibility, and support advisor business development across employer and executive audiences.
Partner with practice leadership, advisors, consultants, and cross-functional marketing teammates to translate business goals into campaigns, content, and advisor-facing growth programs with measurable outcomes.
Develop high-quality, compliant content — thought leadership, articles, campaign copy, presentations, one- pagers, case studies, email copy, and advisor collateral — that makes complex executive benefits and nonqualified plan topics clear and relevant for employers, HR/finance stakeholders, and executive participants.
Help move strategic growth initiatives from concept to launch, ensuring alignment among messaging, audience, timing, compliance review, and distribution channels.
Monitor campaign, content, and engagement performance, using insights to refine messaging, improve conversion, and strengthen ROI.
Growth Enablement & Advisor Partnership
Serve as a strategic marketing partner to advisors and consultants, helping convert practice priorities into targeted growth plans, campaigns, and enablement resources.
Provide pipeline consulting support by helping advisors organize target-market efforts, shape prospecting narratives, align messaging to buyer needs, and support follow-up strategies.
Build, refresh, and maintain sales enablement materials such as pitch decks, one-pagers, playbooks, talking points, competitive positioning, email templates, and FAQs.
Create repeatable, scalable growth resources advisors can use consistently across the sales cycle — from first meetings and discovery to plan education and strategy discussions.
Drive adoption of national campaigns, tools, and best practices within the executive benefits field — helping advisors activate what has already been built rather than recreating it, and surfacing successful local practices worth scaling.
Provide visibility into executive benefits pipeline and campaign activity by monitoring engagement and adoption patterns, surfacing execution gaps, and informing where marketing investment has the greatest impact.
Facilitate cross-practice connections — identifying convergence opportunities across Retirement, Wealth, and Employee Benefits and enabling warm introductions that deepen client relationships.
Develop feedback loops with advisors and internal partners to continuously improve enablement content, usability, and speed to market, and track asset usage to identify what best supports pipeline progression.
Digital Marketing & Brand Presence
Support ongoing website updates and content management for executive benefits pages, landing pages, and resource libraries, ensuring accuracy, timeliness, SEO/AEO value, and a strong user experience.
Manage and optimize the practice's social media presence (with a LinkedIn focus), including editorial planning, compliant post development, publishing, and performance tracking.
Collaborate with internal stakeholders and partners to improve digital discoverability, strengthen thought leadership distribution, and support lead-generation pathways.
Maintain digital content governance standards — including version control, disclosure consistency, and coordination with compliance review, approval, and books-and-records workflows.
Qualifications, Skills and Requirements:
Direct experience with executive benefits, nonqualified deferred compensation (NQDC), and related executive compensation concepts.
Proven sales enablement expertise — creating and governing collateral, playbooks, pitch/RFx materials, and educational positioning resources for advisor and sales teams.
Demonstrated ability to execute multi-channel programs that drive advisor engagement, pipeline movement, and measurable commercial outcomes.
Strong understanding of financial services marketing compliance, including FINRA rules, SEC marketing/advertising concepts, disclosures, and approval workflows.
Excellent writing, editing, storytelling, and project management skills, with the ability to make complex topics clear and actionable for multiple audiences.
Ability to thrive in a remote environment while collaborating effectively across functions, teams, and priorities.
Familiarity in one or more of the following: retirement, wealth management, RIA, broker-dealer, or advisory.
Experience marketing to employer decision-makers, executive audiences, or highly compensated employee populations.
Field marketing or growth-enablement experience — driving adoption of national campaigns and tools, working across stakeholders without direct authority, and translating enterprise strategy into consistent local execution.
Familiarity with compliance review tools and project/collaboration tools
Preferred Tools and Platform Experience
Sales Enablement: Seismic
Marketing Automation: Constant Contact, HubSpot, Salesforce Marketing Cloud, or similar
CMS / Website: Optimizely, WordPress, or similar
CRM: Salesforce or similar
Social & Design: LinkedIn, Facebook, Canva, Adobe
Analytics: Google Analytics, Tableau, or similar
Education, Training and Experience:
Bachelor's degree in Marketing, Communications, Business, Finance, or a related field — or equivalent experience.
7–10 years of progressive marketing experience, with meaningful experience in financial services marketing.
NQPC Certification required within first year of employment
The typical base pay range for this role nationwide is $85,000 to $95,000 per year .
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here .
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francisco
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
Thank you for your interest in joining the OneDigital team!
