Key Responsibilities

Local Marketing Strategy & Planning

• Develop and manage thelocal marketing strategyaligned to business goals, customer needs, and local market dynamics.
• Translate strategic priorities into clear roadmaps, briefs, and measurable plans that enable effective in-market execution.
• Identify market opportunities and recommend where to amplify investment based on performance, competitive context, and channel insights.
• Drivelocal market amplificationefforts (e.g., campaigns, events, agent partner initiatives) to increase awareness and lead generation.
• Partner with channel and execution teams to ensure consistent messaging and timely delivery across touchpoints.
• Create feedback loops to continuously improve creative, offers, targeting, and in-market performance.
• Build and evolve thelocal agent strategyto strengthen agent and HLA partnerships and improve funnel performance.
• Define target agent segments, value propositions, engagement motions, and marketing tactics that support relationship growth

Product & Program Communications (New + Existing)

• Manage ongoing updates toproducts/programs, including refreshes to value proposition, messaging, processes, and Sales marketing materials.
• Collaborate with Product, Legal and Compliance to ensure communications are accurate, approved, and clearly understood.
• Monitor adoption and performance; recommend enhancements to improve customer and partner engagement.

Cross-Functional Leadership & Representation

• Serve as Marketing representative in cross-functional meetings and forums; communicate key updates, decisions, and timelines.
• Partner closely withProduct, Legal, and Complianceto align plans, manage risks, and secure approvals.
• Ensure marketing activities adhere to all applicable policies and standards, and proactively surface issues and mitigations.

Skills & Capabilities

• Strategic development: ability to set direction, define a roadmap, and prioritize initiatives based on impact.
• Tactical execution: ability to translate strategy into deliverables, manage timelines, and drive results in-market.
• Strong cross-functional collaboration and stakeholder management (including working effectively with Brand, Sales and Legal/Compliance partners).
• Clear written and verbal communication, including executive-ready updates and concise program documentation.
• Comfort operating across ambiguity; able to create structure, drive decisions, and move work forward.
• Analytical orientation: defines success metrics, monitors performance, and uses insights to optimize.

Qualifications (customize as needed)

• Bachelors degree or equivalent experience.
• 5+ years of experience in marketing strategy, program management, go-to-market, or related roles (financial services and/or home lending experience preferred).
• Experience launching and managing programs that require cross-functional coordination and formal approval processes.
• Experience with local/field marketing, partner marketing, or channel marketing is a plus.

Working Style / Competencies (optional add)

• Ownership mindset; follows through from idea to launch to optimization.
• Strong judgment and risk awareness.
• Able to influence without authority and build alignment across diverse partners.