• Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
• Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
• Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
• Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
• Strong partnerships: Engage with a broad network of over 19,000 agents, independent marketing organizations, banks and broker-dealers.

POSITION SUMMARY:

The ideal candidate is detail-oriented, proactive, and eager to grow within a dynamic marketing team serving financial professionals and partners across insurance and financial channels.

Key RESPONSIBILITIES:

• Coordinate the planning, tracking, and reconciliation of marketing and media budgets.
• Collaborate with Oceanview’s marketing agency to monitor campaign performance and recommend optimizations.
• Prepare recurring marketing performance reports and dashboards for management review.
• Support the execution of agent and advisor campaigns across digital, email, and event channels.
• Assist in coordinating Oceanview’s participation in key sponsorships, conferences, and local events (logistics, materials, promotion, and follow-up).
• Ensure marketing assets and communications align with brand standards and compliance requirements.
• Support the management of contact lists, campaign tracking, and performance data within marketing systems (e.g., Salesforce Marketing Cloud).
• Collaborate cross-functionally to ensure consistency across marketing, distribution, and corporate communications efforts.

• Bachelor’s degree in Marketing, Communications, Business, or a related field.
• 1–3 years of experience in marketing coordination, campaign analytics, or media management.
• Familiarity with Salesforce Marketing Cloud, Google Analytics, or other marketing performance tools preferred.
• Strong organizational, time management, and problem-solving skills.
• Proficiency in Microsoft Office (Excel, PowerPoint, Outlook).
• Demonstrates growing understanding of Oceanview’s products, distribution channels, and brand objectives.
• Strong analytical skills with the ability to synthesize data into actionable insights.
• Effective written and verbal communication skills; able to summarize findings clearly for management.
• High attention to detail and commitment to accuracy.
• A self-starter mindset — someone who can manage multiple priorities and adapt in a fast-paced, scaling environment.
• Basic understanding of marketing ROI or performance measurement (to support the analytical aspect of the job).
• Experience or coursework in data analytics or digital marketing (e.g., Google Ads, SEO/SEM, email automation).
• Team-oriented mindset with a proactive approach to collaboration and process improvement.
• Begins to develop presentation skills and confidence communicating with senior management.

WHY THIS ROLE IS A GREAT FIT FOR YOU

• Career acceleration: Gain hands-on experience in marketing strategy, analytics, and campaign execution within a fast-growing financial services company.
• Impact and visibility: Play a direct role in shaping Oceanview’s brand presence and marketing performance across national financial channels.
• Mentorship and collaboration: Work closely with senior marketing leaders and external agencies who will help you develop both strategic and technical marketing skills.
• Innovation meets purpose: Join a company that values creativity, data-driven decision-making, and a mission to simplify financial security for millions of Americans.
• Growth potential: As Oceanview expands, you’ll have opportunities to take on greater ownership in digital marketing, content development, or partnership strategy.
• Balanced flexibility: Enjoy a hybrid work model that supports collaboration and personal productivity.

• This role will be based in Oceanview’s Denver, CO
• This role will be Hybrid (3x a week in the office)
• Base compensation is expected to be $67,500 – $80,000* with the opportunity for incentive compensation including bonus compensation.

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  Salary may vary based on work experience, market conditions, location, and qualifications/training.

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