Head of Marketing Strategy & Planning

Marketing Strategy Manager

The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us.

Financial wellbeing services

• Reduced health insurance
• The Manager of Marketing Strategy plays a key role in developing and executing integrated marketing strategies that support member engagement, business growth, and brand relevance. Reporting to marketing leadership, this role leads a team of marketing strategists in delivering campaigns and initiatives aligned with organizational goals. The Manager partners with business units and cross-functional teams in side the department and external to ensure marketing efforts are insight-driven, member-focused, and measurable. This role contributes to building a strong brand presence and supports strategic initiatives that advance Lake Trust's purpose of creating a World in Which Everyone Thrives.

Lead and mentor a team of marketing professionals, fostering a collaborative and innovative environment. Oversee the planning and execution of marketing campaigns and initiatives. Ensure projects are delivered on time, within scope, and aligned with brand standards.

Use member and market research to inform marketing strategies. Collaborate with internal teams to identify data needs and apply insights to segmentation and targeting.

Manage portions of the marketing budget, including paid media allocations. Monitor campaign performance and optimize spend for maximum ROI.

Support the development of both ongoing and responsive marketing campaigns. Leverage data to inform journey-based and seasonal marketing efforts.

Track and report on campaign effectiveness, media performance, and member engagement. Ensure all marketing materials and communications align with Lake Trust's brand guidelines and values. Collaborate with compliance and internal stakeholders as needed.

Bachelor's degree in Marketing, Business, or related field.

• 5–8 years of marketing experience, with 2–4 years in a leadership or management role.
• Experience in financial services marketing preferred.
• Familiarity with digital marketing tools, analytics platforms, and campaign management.
• B2C marketing experience required, B2B marketing experience preferred
• Experience using Marketing Automation and/or Data Platforms to launch personalized communication.
• Strong grasp of the complex media environment and effective management of paid media opportunities.
• Knowledge of social media platforms and practices along with digital analytics and marketing automation tools.
• Experience developing, optimizing and managing data-driven marketing programs.
• Experience working within a strong brand platform.

By prioritizing member wellbeing, which leads to increased engagement, improved team dynamics, higher levels of motivation and a stronger community culture.