Investments and Charitable Giving Marketing Specialist

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 support our faith – $1.73B over the past ten years. Overview The Investments and Charitable Giving Marketing Specialist will play a vital role in assisting with the development and implementation of investment and charitable giving marketing campaigns and initiatives. The role promotes the Knights of Columbus investments and charitable giving programs through a multitude of platforms and activation channels, manages complex projects with multiple stakeholders, and collaborates with internal creative partners and compliance officers under the guidance of the Associate Director, Investments and Charitable Giving Marketing. Core Responsibilities Maintain inventory of the investment and charitable giving materials on the Fraternal and Agent Supply Stores, ensuring all assets are up to date and compliant. Review feedback from IARs, identify gaps, and determine marketing needs. Strategize to improve the overall investment and charitable giving marketing experience for members of the fraternal business and field force. Mobilize project resources and communicate goals and milestones to stakeholders. Report progress and status to stakeholders, providing detailed analysis of platform performance. Partner with the Associate Director and the greater Marketing and CX team to understand project scope, timing, and deliverables 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 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. Ability to coordinate multiple projects simultaneously in a fast‑paced environment while meeting deadlines and business objectives. Proven ability to work independently and plan, organize, and implement multiple projects within time and budget constraints. Excellent written and verbal communication skills with an acute sense of detail‑orientation. Excellent customer‑service organizational skills. Effective interaction and collaboration with the marketing team, internal stakeholders, field force, and vendors. Highly analytical and capable of building reports. Education BA or BS in Marketing or a related field. Preferred 5+ years of marketing experience, preferably in the financial service/life insurance industry. Experience 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. A reasonable estimate of the current range is $88,000–$149,500. Authorization To Work In The United States 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. Benefits Employee benefits include: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible work week schedules. Certifications, designation, and tuition reimbursement. 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company. 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. #J-18808-Ljbffr Knights of Columbus