
51 - 200 employees
Founded 1994
💼 Consulting
📦 Logistics
💸 Finance
Consulting • Logistics • Finance
PenChecks Trust is a trusted independent provider of comprehensive retirement plan payment processing services. The company specializes in helping institutions, third-party administrators, advisors, and plan sponsors streamline administrative tasks associated with retirement distributions. Their solutions include automatic rollovers, missing participant IRA services, and various distribution services, allowing plan participants to efficiently claim their retirement benefits.
🔥 0 minutes ago
🇺🇸 United States – Remote
💵 $120k - $140k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🎡 Marketing
👻 Ghost score 0%
Where this job comes from
Posted on PenChecks Trust's careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago
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51 - 200 employees
Founded 1994
💼 Consulting
📦 Logistics
💸 Finance
Consulting • Logistics • Finance
PenChecks Trust is a trusted independent provider of comprehensive retirement plan payment processing services. The company specializes in helping institutions, third-party administrators, advisors, and plan sponsors streamline administrative tasks associated with retirement distributions. Their solutions include automatic rollovers, missing participant IRA services, and various distribution services, allowing plan participants to efficiently claim their retirement benefits.
• Assess current marketing capabilities, channels, tools, content, vendors, and performance to identify gaps and priorities • Co-develop and execute an integrated B2B marketing strategy, operating rhythm, budget, and roadmap • Develop positioning, value propositions, messaging frameworks, and go-to-market plans • Build PenChecks' presence in the retirement market through campaigns, thought leadership, content, public relations, digital channels, events, and partnerships • Coordinate marketing priorities with Revenue, Sales, Product, Customer Experience, Operations, Finance, Legal, and Compliance • Plan, launch, and optimize lead-generation, account-based, partner, cross-sell, and client-growth campaigns • Create and maintain sales enablement materials, client communications, campaign assets, and related tools • Support lead capture, qualification, routing, nurture, and follow-up processes using Salesforce, Marketing Cloud, or related systems • Develop and manage an integrated content calendar across thought leadership, educational content, email, web, social media, sales materials, and product communications • Ensure communications are accurate, timely, differentiated, and appropriate for a regulated environment • Develop and execute NextLevel IRA participant-journey, conversion, engagement, activation, funding, and retention strategies • Define participant segments, needs, decision journeys, barriers, educational requirements, and value propositions • Lead marketing for trade shows, conferences, client events, webinars, and industry events • Oversee the website, social media presence, digital content, email marketing, and external channels • Establish KPIs, dashboards, reporting, campaign measurement, attribution analysis, and executive updates • Manage agencies, media partners, consultants, creative resources, event vendors, and specialized marketing providers • Hold vendors accountable for quality, speed, cost, compliance, and measurable business outcomes
• Four or more years of progressive marketing experience • Meaningful responsibility for B2B strategy, positioning, demand generation, content, sales enablement, and campaign execution • Demonstrated B2C growth, conversion, lifecycle, or customer-journey experience • Experience in a B2B2C, partner-driven, intermediary, or channel-based business model ideally • Ability to learn a complex business and translate technical, operational, retirement, or financial-services concepts into clear and compelling messaging • Experience building or materially improving a marketing function, operating model, or capability with limited infrastructure and a high degree of hands-on execution • Experience partnering with Revenue and Sales teams to support lead generation, pipeline development, client growth, partner communications, and sales effectiveness • Experience recommending, engaging, and managing multiple agencies, consultants, and specialized marketing vendors • Strong knowledge of B2B marketing, segmentation, positioning, content strategy, demand generation, digital marketing, events, lifecycle marketing, conversion optimization, and performance measurement • Working knowledge of CRM and marketing automation platforms, web and product analytics, conversion tracking, attribution, and experimentation tools • Excellent business judgment, written and verbal communication, analytical capability, project management, and cross-functional influence skills • Bachelor's degree in marketing, business, communications, or a related field, or an equivalent combination of education and relevant experience • Reliable internet access and regular use of standard computer and video-conferencing equipment • Eligible to work in the United States; visa sponsorship is not available
• Target annual discretionary bonus based on company and individual performance • Remote work within the United States • Occasional travel for company, customer, partner, or industry meetings and events • Standard computer and video-conferencing equipment required for remote work • Reasonable accommodation for individuals with disabilities
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