PenChecks Trust · United States
PenChecks Trust is seeking a Marketing Manager to build and operate a scalable, data-driven marketing capability that strengthens the company's core B2B market presence and supports growth across its retirement distribution and IRA solutions. This individual contributor will partner closely with Revenue and Product to sharpen positioning, messaging, content, sales enablement, campaigns, lead generation, partner and client communications, thought leadership, and PenChecks' overall presence in the market.
The Marketing Manager must quickly develop a strong understanding of the PenChecks business and translate complex retirement and financial-services concepts into clear, accurate, and compelling messaging for multiple audiences, including clients, prospects, partners, advisors, and individual investors. The role will also bring B2C growth, conversion, and lifecycle expertise to NextLevel IRA, with particular emphasis on improving the individual investor journey and converting individuals reached through PenChecks' B2B relationships. Experience in a B2B2C or partner-driven environment is especially valuable.
This role will assess current capabilities, establish the marketing strategy and operating rhythm, personally drive execution, manage external agencies and vendors, and create disciplined processes for planning, approvals, measurement, optimization, and executive reporting. The Marketing Manager reports to the Chief Revenue Officer and has no direct reports.
Key Responsibilities
B2B Marketing Strategy and Market Positioning
Assess current marketing capabilities, channels, tools, content, vendors, and performance to identify gaps and near-term priorities.
Co-develop and execute an integrated B2B marketing strategy, operating rhythm, budget, and roadmap aligned with PenChecks' growth objectives and Revenue priorities.
Develop differentiated positioning, value propositions, messaging frameworks, and go-to-market plans for PenChecks solutions, industries, buyer segments, partners, and channels.
Build PenChecks' presence in the retirement market through targeted campaigns, thought leadership, industry content, public relations, digital channels, events, and strategic partnerships.
Coordinate marketing priorities with Revenue, Sales, Product, Customer Experience, Operations, Finance, Legal, and Compliance.
Revenue Partnership, Demand Generation, and Sales Enablement
Partner closely with Revenue and Sales leadership to identify priority markets, accounts, audiences, opportunities, and campaigns that support pipeline development and revenue growth.
Plan, launch, and optimize B2B lead-generation, account-based, partner, cross-sell, and client-growth campaigns across paid, owned, earned, digital, email, content, social, and event channels.
Create and maintain sales enablement materials, including presentations, proposals, solution briefs, case studies, campaign assets, client-facing communications, talking points, and other tools that help the Sales team communicate value effectively.
Support lead capture, qualification, routing, nurture, and follow-up processes, and maintain disciplined campaign and prospect data in Salesforce, Marketing Cloud, or related systems.
Use client, prospect, sales, and campaign insights to improve targeting, messaging, content, channel mix, and conversion.
Messaging, Content, and Audience Communications
Develop a strong working understanding of PenChecks' business, services, customers, partners, regulatory environment, and competitive position.
Translate complex retirement, IRA, financial-services, and operational concepts into compelling, audience-appropriate messaging for clients, prospects, partners, advisors, and participants.
Develop and manage an integrated content calendar spanning thought leadership, educational content, email communications, web content, social media, sales materials, industry commentary, product communications, and client or partner updates.
Maintain a consistent brand, voice, and message architecture while adapting content to the needs and knowledge level of each audience.
Leadership and Supervisory Responsibilities
This is an individual contributor role with no direct reports. The Marketing Manager is expected to lead through influence, driving execution, coordinate cross-functional contributors, and provide disciplined oversight of multiple external vendors and agency partners. The role is accountable for the marketing budget and for recommending how internal and external resources should evolve as the capability matures.
Compensation
The anticipated base salary range for this position is $120,000 to $140,000.
This position is eligible for a target annual discretionary bonus, based on company and individual performance. A discretionary bonus is not guaranteed.
The actual compensation offered will be determined based on factors including experience, qualifications, skills, internal equity, geographic location, and market considerations.
Physical Demands and Work Environment
The employee is often required to sit and use their hands and fingers to handle or feel. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and stoop, kneel, crouch, or crawl. Vision abilities required by this job include close vision. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This is a remote position within the United States and requires reliable internet access, regular use of standard computer and video-conferencing equipment, and occasional travel for company, customer, partner, or industry meetings and events.
Other
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Other duties, responsibilities, and activities may change or be assigned at any time with or without notice.
We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.