POSITION SUMMARY
Leads enterprise marketing strategy as a member of the Senior Leadership Team, positioning Marketing as a strategic growth partner to Sales, Product, and the broader organization. This role advances the evolution of Marketing into a modern, demand-generating function that contributes measurably to revenue growth, client acquisition, retention, and lifetime value. Operates Marketing as a collaborative enterprise partner through joint planning, co-creation, and clear service expectations with Sales and Product teams. Ensures marketing strategies and initiatives align with Everence's mission of helping individuals, organizations, and congregations integrate faith and finances while strengthening the organization's competitive position in a regulated, evolving marketplace.
RESPONSIBILITIES AND DUTIES
- Strategic Enterprise Leadership
- Act as a strategic advisor to senior leadership on market positioning, growth opportunities, and brand strategy.
- Position Marketing as a trusted, data-driven growth partner for Sales and Product teams.
- Contribute to setting enterprise vision, clarifying priorities, and making thoughtful trade-off decisions aligned with long-term strategy.
- Monitor external best practices and emerging trends to keep Everence competitive, innovative, and mission-aligned.
- Oversee communications and customer insights functions strategically to ensure they align with enterprise priorities.
- Growth & Demand Generation Transformation
- Drive the transformation of Marketing into a comprehensive demand-generation function.
- Develop modern marketing capabilities such as:
- Lead scoring and qualification frameworks
- Marketing automation and CRM enhancement
- Structured lead journeys and lifecycle marketing.
- Long-term lead nurturing strategies aligned with the extended sales cycle
- Shift marketing from campaign-driven efforts to lifecycle-based engagement that consistently guides prospects toward deeper relationships.
- Establish measurable contributions to revenue growth and demand generation.
- Sales & Product Partnership
- Work closely with Sales and Product teams on joint planning and co-developing go-to-market strategies.
- Clarify service expectations and operational schedules between Marketing and business lines.
- Support sales enablement with tools, insights, and targeted campaigns.
- Enhance alignment and build trust across departments to promote shared accountability for growth.
- Digital Strategy & Technology Advancement
- Collaborate with the Chief Technology Officer to improve the online experience, backend systems, and marketing technology infrastructure.
- Minimize inefficiencies and improve the client experience through improved digital integration.
- Advance capabilities in:
- Marketing automation
- Analytics and performance reporting
- Modern content strategy
- CRM and personalization tools
- Boost social media and digital presence with timely, genuine, and audience-aligned content.
- Clarify ownership, coordination, and quality standards in video strategy while preserving agility and authenticity.
- Brand & Reputation Stewardship
- Serve as an ambassador of the Everence brand, ensuring clarity, consistency, and authenticity across all channels.
- Champion messaging that reflects Anabaptist Christian identity and core values of Everence: Lasting Impact, Mutual Respect, Practical Hope, and Generous Faith.
- Safeguard and strengthen Everence's reputation as a trusted partner in financial services and insurance.
- Boost brand visibility and media presence to increase awareness and engagement.
- Client & Community Engagement
- Support and actively engage with cross-functional client experience (CX) strategy teams.
- Collaborate closely with IT, digital experience, and product/service line leaders to ensure a unified, client-focused approach.
- Enhance voice-of-the-client initiatives and customer insights to guide strategic decisions.
- Encourage communication that fosters trust with clients, congregations, partners, regulators, and the wider Everence community.
- Leadership & Organizational Development
- Lead at a strategic level by setting direction and empowering directors and team members to carry out operational tasks.
- Demonstrate effective delegation, coaching, and staff development to create a proactive, demand-generating marketing team.
- Be engaged and available with the team, fostering trust and maintaining alignment.
- Promote a culture of optimism, intentional experimentation, and continuous learning.
- Promote opportunity-focused thinking and solutions-oriented problem solving.
- Demonstrate resilience and forward-looking confidence during times of change.
- Marketing Analytics & Performance
- Establish clear performance metrics linked to enterprise growth and strategic objectives.
- Ensure clear prioritization and data-driven decision-making.
- Offer measurable reports on marketing impact regarding revenue, demand generation, and client engagement.
- Maintain disciplined marketing budget management and ROI accountability.
- Mission & Values Alignment
- Incorporate the Anabaptist Christian values of Everence into marketing strategy, storytelling, and stakeholder engagement.
- Ensure all communications reflect integrity, generosity, optimism, and respect for diverse perspectives.
- Model ethical leadership aligned with Everence's mission, vision, and values.
QUALIFICATIONS
Education:
- Bachelor's degree in Marketing, Business, Communications, or a related field required
- MBA or other advanced degree highly preferred.
Experience:
- 15-20 years of progressive marketing leadership experience with expanding enterprise scope and impact
- At least five years of executive leadership experience in financial services, insurance, wealth management, or a similar regulated industry preferred
- Proven track record of:
- Leading brand strategy
- Advancing digital marketing transformation
- Developing modern marketing skills
- Driving measurable enterprise growth initiatives
- Operating effectively in compliance-focused environments
Skills and Abilities:
- Strategic, enterprise-level thinker with solid business acumen
- Ability to turn mission-driven strategies into measurable results
- Deep expertise in brand development, lifecycle marketing, demand generation, and analytics
- Experience working collaboratively across Sales, Product, IT, and Operations
- Strong executive presence and communication skills
- Curious and analytical problem solver who uses data-informed decision making
- Talent multiplier who enhances the team's skills and maximizes talents throughout the organization.
- Proven ability to lead through complexity and organizational change
- Solutions-focused mindset with transparent decision processes and clear prioritization.
- Dedication to upholding Everence's mission and core values.
SUPERVISORY RESPONSIBILITIES: Yes
SCHEDULE: Full-time
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