Summary
Reporting to the Head of Customer Growth Marketing, the Director, Retirement Channel Marketing will design and execute tailored marketing strategies that advance Harbor's presence within retirement channels. The ideal candidate brings strong collaboration and communication skills, a proactive and adaptable mindset, and a willingness to contribute beyond defined responsibilities in support of team and business objectives.
Key Responsibilities
* Shape and lead the retirement channel marketing strategy, aligning with firm-wide business goals and ensuring integration across Broker-Dealer, RIA, retirement platforms, regional bank, and consulting segments.
* Partner with National Accounts, Sales, and Product leadership to translate growth objectives into targeted marketing plans that strengthen advisor engagement and drive net new retirement channel flows.
* Oversee development and execution of integrated, data-driven campaigns that position Harbor's Retirement solutions effectively across intermediary channels, leveraging segmentation and insights for measurable impact.
* Partner with Insights to build a structured performance measurement framework for retirement channel marketing, incorporating data analytics, segmentation performance, and advisor engagement metrics.
* Lead cross-functional collaboration with Customer Growth, Creative, Digital, Content, and Brand Marketing along with Compliance partners to deliver scalable, compliant, and brand-consistent marketing programs.
* Represent the Harbor brand internally and externally, building strategic relationships with distribution partners and ensuring alignment on co-branded initiatives and firm-level marketing activity.
* Continuously refine marketing processes and tools to improve scalability, efficiency, and alignment with enterprise-level marketing technology systems.
Key Behavioral Expectations
* Drives for results
* Creates Culture of Collaboration
* Communication & Engagement
* Unleashes Innovation
* Agility & Adaptability
Minimum Qualifications
* BA/BS or equivalent.
* 10-15 years industry marketing experience, retirement marketing experience preferred.
* Financial services experience required, preferably within the asset management space.
* Deep understanding of the retirement ecosystem, including how recordkeepers, advisors, and consultants evaluate and implement investment options across vehicles (mutual funds, CITs, and separate accounts), with the ability to translate technical distinctions into compliant marketing narratives.
Knowledge, Skills & Abilities Required
* Ability and desire to lead and support various initiatives with a collaborative, roll-up-your-sleeves mindset.
* Demonstrates a strong work ethic and commitment to team and organization.
* Responsive yet thoughtful to external firm/client requests; advocates for external firms/clients and Harbor equally.
* Results driven – seeks to learn and enhance marketing initiatives based on data/results (quantitative/qualitative).
* Ability to think creatively and has the enthusiasm to present new ideas.
* Must thrive working in a fast-paced, start-up environment, remaining flexible, proactive, resourceful, and efficient.
* Possess an effective and collaborative approach to working across Harbor.
* Excellent written and verbal communication and interpersonal skills.
* Highly organized, project management skills, and proficient at working independently to manage tight deadlines.
Compensation Pay Range: $140,000 - $185,000