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Southwest Business Corporation is hiring: Marketing Manager - Retirement Plan Services in austin

L5

southwest businessAustin, TXtoday
Overview: In this role you will translate complex retirement plan and investment data into executive-ready marketing materials and presentations. You will coordinate closely with Retirement Plan Services leadership, advisory and investment professionals, and SWBC’s marketing teams to craft compelling client communications. You’ll manage recurring deliverables, support business development, and help shape how the retirement plan advisory group presents to sponsors and fiduciaries. This hands-on position values creativity, precision, and a proactive, collaborative approach within a regulated financial services context. You’ll work with senior leaders to deliver polished materials and a consistent client Compensation / Benefits competitive compensation work/life balance healthcare options traditional and Roth 401(k) plans leadership Academy and Mentor Program continuing education and certifications
Responsibilities: Develop and execute marketing initiatives aligned with business development, client retention, budget, and brand goals Document, track, and report campaign performance and business impact Act as liaison between Retirement Plan Services, corporate marketing, and outside marketing partners Create, format, and update sophisticated PowerPoint presentations for client meetings and leadership discussions Translate complex financial and fiduciary information into clear, executive-ready materials Coordinate recurring client deliverables and follow-up communications Support proposals, RFPs, finalist presentations, and sales enablement materials Write and produce thought leadership, marketing collateral, emails, blogs, and digital content
Key requirements: 3+ years in marketing, communications, presentation development, or related roles Experience in B2B, professional services, financial services, or similar complex environments Advanced PowerPoint skills and ability to convert complex information into executive-ready materials Proficiency in Microsoft 365 (PowerPoint, Word, Excel, Outlook, Teams, SharePoint) Excellent writing, editing, proofreading, and verbal communication Strong visual judgment and ability to organize information consistently Attention to detail and ability to manage data, deadlines, and compliance content Strong project management and multi-stakeholder coordination proactive adaptable service-oriented PowerPoint Microsoft 365 Word
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Level

SeniorL5

Location

Austin, TX

Occupation

Marketing Managers

Industry

Marketing Consulting Services

Posted

today

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