Investments and Charitable Giving Marketing Specialist

Investments and Charitable Giving Marketing Specialist

Location: New Haven, CT, US, 06510 Category: Business Support Feel Good About Doing Good The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years. While we have many employees who are not Catholic, we follow the Church's teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East. We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world. Share Your Talent. Live Your Purpose. We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!

Overview The Investments and Charitable Giving Marketing Specialist will play a vital role in assisting with the development and implementation of investments and charitable giving marketing campaigns and initiatives. This role will assist in promoting the Knights of Columbus investments and charitable giving programs through a multitude of platforms and activation channels. Under the guidance of the Associate Director, Investments and Charitable Giving Marketing, the Investments and Charitable Giving Marketing Specialist will manage complex projects with multiple stakeholders and tight deadlines. Exceptional interpersonal skills required to mobilize resources, collaborate with internal creative partners and compliance officers.

Core Responsibilities Maintain inventory of the Investments and charitable giving materials on the Fraternal and Agent Supply Stores to ensure all assets are up to date, removing any assets that are expired or out of compliance while working to continuously improve process, production, and efficiency of the Supply Stores in support of the IARs (Investment Advisor Representatives), fraternal teams, and marketing department. Accountable for reviewing feedback from the IARs regarding available assets, reporting on the gaps they identify in order to determine if there is a marketing need. Strategize to improve the overall investment and charitable giving marketing experience for applicable members of the fraternal business and field force. Mobilize project resources and competently communicate goals and milestones to stakeholders. Regularly report out on progression and status to stakeholders, providing detailed analysis of platform performance. Partner with Associate Director, Investments and Charitable Giving Marketing and members of the greater Marketing and CX team to understand goals, scope and timing of projects and play an integral role on deliverables within campaigns across product marketing, agent recruitment, and more. Engage with marketing and business leaders to build communication to IARs, the investments team, and membership. Other duties as assigned.

Skills Qualifications Required: Must be highly organized and operate with a sense of urgency Passion for investments and charitable giving marketing and agent experience In-depth knowledge of investments and charities positioning and regional advertising Must be able to work in a fast-paced environment with demonstrated ability to coordinate multiple projects/initiatives simultaneously while meeting deadline and business objectives Must have a proven ability to work with a high degree of independence and to plan, organize, and implement multiple projects within time and budget constraints Excellent written and verbal communication skills are required as is an acute sense of detail-orientation Excellent customer service organizational skills Ability to effectively interact and collaborate with the marketing team, internal stakeholders, field force, and vendors Highly analytical and capable of building reports Education Required: BA or BS in Marketing or a related field Preferred: 5+ years of marketing experience, preferably in the financial service/life insurance industry Experience in managing and executing direct mail, advertising, content development, relationship management, and localized agency marketing projects Compensation The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs. The range below applies as long as the work is performed in Connecticut; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location. At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $88,000-$149,500. Authorization to work in the United States it Required This position is not eligible for visa sponsorship. Physical Demands Must be able to remain in a stationary position for a majority of the workday. KofC Cares Our mission is focused on family and faith, and we support our employees in seeking a balanced life. Employee benefits include: Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules. Professional Development: Certifications, designation, and tuition reimbursement. Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company. Health and Wellness: Short-term disability and term life insurance fully paid for by the company; Up to 12 weeks of childbirth leave under STD policy. One week of fully paid parental leave for all new parents, including adoptive and foster parents. A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage. Long-term disability insurance; Dental insurance; Vision insurance; Health club membership reimbursement; Employee Assistance Program