Director of Marketing Operations

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.


The Director of Marketing Operations ensures Ascensus’ high-performing Marketing team is well-positioned to achieve goals in a productive, innovative, creative, and collaborative environment. This influential and high-profile role has four primary areas of focus:

Marketing automation Workflow management Organizational alignment Team building

Success will be largely dependent on a deep understanding of Ascensus’ Retirement, FuturePlan, Education, and Healthcare lines of business; skill in making connections between daily operations and strategic goals; the ability to keep teams informed, motivated, and on track; and enthusiasm for engineering and implementing operational processes and technology solutions to achieve efficiencies and drive outcomes.


  • Lead, build, and manage the Marketing email program and team—with accountability for planning, campaign setup, audience segmentation, data-driven logic, development, deployment, controls, monitoring, and reporting
  • Lead, build, and manage the Marketing workflow management team—with accountability for optimizing the processes and systems used for the intake, evaluation, prioritization, audit, resourcing, handoff, tracking, and measurement of work
  • Further develop/expand the account management function within the Agency to provide dedicated line of business support and to drive greater synergies across cross-functional teams
  • Lead the evaluation, selection, and implementation of new technologies to advance Marketing team processes and performance
  • Establish a marketing automation roadmap with a sophisticated omni-channel approach designed for scale—further streamlining, customizing, and improving client experiences
  • Work closely with IT, Data, Insights & Analytics, and Digital teams to prioritize, execute, integrate, maintain, and measure marketing programs and campaigns
  • Introduce and manage email strategies to improve outputs and outcomes, including content presentation, AB testing, and progressive, behavior-triggered campaigns
  • Establish an intuitive information architecture for the storage and retrieval of digital assets
  • Generate ad-hoc and maintain standing reports and dashboards on marketing team activity, keeping leadership informed of notable trends, risks, opportunities, and alignment with goals
  • Reimagine and advance how the team documents and socializes workflow processes and procedures in order to establish common standards and improve onboarding, compliance, business continuity readiness, and risk management
  • Consult business partners on marketing opportunities and complete project briefs to determine/define objectives, scope, and organizational readiness
  • Manage vendor relationships to ensure budget and expectations are met and to recommend improvements or changes
  • Protect, secure, and properly handle all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
  • Adhere to our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® in actions on a day-to-day basis in support of Ascensus’ organizational culture
  • Lead, develop, and inspire Marketing teams that specialize in workflow, email, automation, and account management
  • Represent Marketing with decision-making authority on key operational initiatives Takes a consultative approach and use effective communication skills to present marketing ideas and secure buy-in from key stakeholders and leaders
  • Oversee the progression of key operational initiatives from conception to completion


  • Strong leader with the ability to foster trusting relationships with team, clients, and colleagues
  • In-depth understanding of business, industries, partners, clients, and brand standards
  • A pioneering spirit and experimental thinker motivated by new ways to solve problems
  • Advanced strategic, analytical, and critical-thinking skills
  • Organized, logical, detail- and process-oriented
  • Understanding of data sources, data extraction methodologies, and functional applications related to data flow
  • Strong oral and written communication skills
  • Command of project management principles and software
  • Passionate about marketing automation trends, processes, and technologies
  • Experience working with MS Product Suite including Excel and PowerPoint
  • Minimum of 7 years of related experience in a regulated industry or Marketing agency
  • Four-year college degree, marketing/communications or related field

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