The incumbent will lead the marketing effort for the Columbia Threadneedle Investments Future Scholar 529 College Savings plan with the goal being to continue to raise assets, educate advisors and clients on the benefits of the plan and increase overall Columbia Threadneedle brand awareness.
Lead the marketing effort for the Future Scholar 529 College Savings plan.
Create competitive differentiation in the marketplace through delivery of innovative ideas that help support the 529 goals.
Develop comprehensive integrated marketing campaigns for the advisor-sold plan to support the four key 529 focus periods (Tax Time, 529 Day, Back to School and Year-end gifting).
In partnership with the South Carolina Treasurers office and the 529 distribution group, support the direct plan including tactics around the four focus periods as well as additional state specific promotions.
Lead weekly 529 team calls, soliciting topics, developing agenda and moderating the meeting. Actively participate in monthly calls with SC Treasurers Office.
Manage 529 page on intranet, including updating all material and links. Partner with the interactive team to maintain 529 site on columbiathreadneedle.com/us, including calculators.
Manage all content updates of existing materials. Monitor inventory and usage of printed material and kits.
Track expenditures and budget for both direct and advisor plan. Monitor invoices relating to projects.
Evaluate campaign performance and report results to key stakeholders.
Bachelors degree or equivalent experience
3-5 years relevant experience within the financial services industry
Solid marketing background with the ability to understand and interpret regulatory requirements
Superior project management skills with a demonstrated ability to manage multiple priorities and projects
Strong communication and interpersonal skills with a strong client-centric mentality
Ability to thrive in a fast-paced environment while working effectively as an individual contributor and in a collaborative setting
Self-starter, flexible and adaptable to change
Ability to translate information into sale-able ideas
Degree in marketing communications or other business related field