📌 Core Information
🔹 Job Title: Head of Annuity and Retirement Marketing
🔹 Company: Guardian Life Insurance
🔹 Location: New York, NY
🔹 Job Type: Full-Time
🔹 Category: Financial Services
🔹 Date Posted: 2025-07-11
🔹 Experience Level: 10+ years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Leading marketing strategy and support for the annuity line of business
- Overseeing a team responsible for daily execution and support
- Creating and maintaining marketing materials for products and programs
- Managing budgets and ensuring compliance with regulatory requirements
- Collaborating cross-functionally with various stakeholders
ASSUMPTION: This role requires a strategic mindset, strong leadership skills, and a deep understanding of the annuities business and marketing in a highly regulated industry.
📋 Key Responsibilities
✅ Develop and implement marketing strategy for the annuity line of business
✅ Oversee the creation and maintenance of content for products and programs
✅ Manage product and program launches, updates, and maintenance communications
✅ Support annuity wholesalers with client-facing materials and thought leadership
✅ Plan and manage budgets, invoice management, and cost-saving opportunities
✅ Partner with Legal to file necessary materials for registered products
✅ Handle state-specific requirements, vendor management, and regulatory updates
✅ Ensure all content is approved and tracked through the compliance system
✅ Collaborate cross-functionally to ensure all necessary partners have provided input on materials/projects
✅ Exhibit company values in daily actions and interactions
✅ Manage inventory usage and recommendations to maintain an efficient suite of content
ASSUMPTION: This role involves a high degree of collaboration, project management, and attention to detail to ensure regulatory compliance and effective marketing campaigns.
🎯 Required Qualifications
Education: Bachelor’s degree in Marketing required
Experience: Minimum 8 years of annuity, insurance, or financial industry marketing experience
Required Skills:
- Proven expertise in annuities business and marketing
- Strong project management skills
- Excellent written and verbal communication skills
- Ability to act as a thought leader in this line of business
- Sense of urgency and solution orientation
- Highly collaborative, cross-functional approach to success
- Respect for marketing in highly regulated industries
Preferred Skills:
- Experience in project management
- Desire to drive culture change while preserving core values
ASSUMPTION: Candidates with a strong background in annuities marketing and relevant experience in project management will be best suited for this role.
💰 Compensation & Benefits
Salary Range: $129,500.00 - $212,750.00 per year
Benefits:
- Skill-building and leadership development opportunities
- Philanthropic opportunities
- Flexible and inclusive benefits
Working Hours: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM
ASSUMPTION: The salary range provided is a good faith estimate based on the job description and industry standards for similar roles. Benefits are subject to change and may vary based on employment status.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, specifically Life Insurance and Annuities
Company Size: 5,001-10,000 employees
Founded: 1860
Company Description:
- Guardian makes a difference in the lives of people when they need them most
- Provides financial protection and well-being solutions to 29 million consumers
- Invests in colleagues, culture, and community impact programs
Company Specialties:
- Life Insurance
- Disability Insurance
- Group Benefits
- Annuities
- Investments
- Well-being
- Dental Insurance
- Vision Insurance
- Accident Insurance
- Critical Illness Insurance
- Hospital Indemnity Insurance
Company Website: guardianlife.com
ASSUMPTION: Guardian is a well-established company with a strong focus on employee development and community impact.
📊 Role Analysis
Career Level: Senior Management
Reporting Structure: Reports to the Head of Product Marketing
Work Arrangement: On-site, full-time
Growth Opportunities:
- Potential to shape the future of annuity marketing within the company
- Opportunities for professional development and leadership growth
- Possibility to drive culture change while preserving core values
ASSUMPTION: This role offers significant growth potential for the right candidate with a strategic mindset and strong leadership skills.
🌍 Location & Work Environment
Office Type: Corporate headquarters
Office Location(s): 10 Hudson Yards, New York, NY 10001, US
Geographic Context:
- New York City offers a vibrant and diverse work environment
- Close proximity to public transportation and various amenities
- Opportunities for networking and professional growth within the financial industry
Work Schedule: Monday-Friday, 9:00 AM - 5:00 PM, with flexibility for occasional remote work
ASSUMPTION: The New York City office provides a dynamic and engaging work environment with ample opportunities for professional growth and networking.
💼 Interview & Application Insights
Typical Process:
- Phone or video screening
- In-person or virtual interview with hiring manager
- Final interview with key stakeholders
- Background check and offer extension
Key Assessment Areas:
- Marketing strategy and planning
- Project management and team leadership
- Regulatory knowledge and compliance
- Cross-functional collaboration and stakeholder management
Application Tips:
- Highlight relevant experience in annuities marketing and project management
- Tailor resume and cover letter to emphasize skills and experiences that match the job requirements
- Prepare for behavioral and situational interview questions focused on marketing strategy, project management, and regulatory compliance
ATS Keywords: Annuities, Marketing, Project Management, Compliance, Cross-Functional, Stakeholder Management, Thought Leadership, Consumer Engagement, Sales Support, Regulatory Knowledge, Inventory Management, Data-Driven Approach, Problem Solving
ASSUMPTION: The interview process will focus on assessing the candidate's strategic mindset, leadership skills, and regulatory knowledge in annuities marketing.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Project management software (e.g., Asana, Trello, JIRA)
- Marketing automation tools (e.g., Marketo, Pardot, HubSpot)
- Compliance software (e.g., MetricStream, Ascendant Compliance Manager)
ASSUMPTION: The required tools and technologies for this role are standard in the marketing and financial industries.
👔 Cultural Fit Considerations
Company Values:
- Do the right thing
- Believe people count
- Courageously shape the future together
- Go above and beyond for the people we serve
Work Style:
- Collaborative and cross-functional
- Data-driven and consumer-focused
- Solution-oriented and proactive
- Adaptable and responsive to change
Self-Assessment Questions:
- How have you demonstrated a deep understanding of the annuities business and marketing in a highly regulated industry?
- Can you provide an example of a time when you successfully managed multiple projects simultaneously and met tight deadlines?
- How do you approach collaborating with cross-functional teams and managing stakeholders?
ASSUMPTION: Guardian values a strong cultural fit with their employees, emphasizing collaboration, data-driven decision-making, and a consumer-focused approach.
⚠️ Potential Challenges
- Managing multiple projects and deadlines simultaneously
- Navigating a highly regulated industry and ensuring compliance with marketing materials
- Balancing strategic thinking with day-to-day execution and support
- Adapting to a fast-paced, "start-up" like environment within a well-established company
ASSUMPTION: This role presents unique challenges that require strong project management skills, regulatory knowledge, and the ability to thrive in a fast-paced environment.
📈 Similar Roles Comparison
- This role is unique in its focus on annuity marketing within a life insurance company
- Similar roles in other industries may have different regulatory requirements and consumer bases
- Career progression may vary depending on the company's size and structure
ASSUMPTION: This role offers a unique opportunity to specialize in annuity marketing within the life insurance industry, with potential for career growth and development.
📝 Sample Projects
- Developing and executing a marketing strategy for a new annuity product launch
- Creating and maintaining a comprehensive suite of marketing materials for the annuity line of business
- Managing a team to support annuity wholesalers with client-facing materials and thought leadership
ASSUMPTION: These sample projects illustrate the strategic and tactical aspects of the role, requiring strong project management skills and a deep understanding of the annuities business.
❓ Key Questions to Ask During Interview
- Can you describe the team structure and reporting lines for this role?
- How does this role collaborate with other departments and stakeholders within the company?
- What are the key priorities for this role in the first 30, 60, and 90 days?
- How does Guardian support the professional development and growth of its employees?
- What is the company's approach to work-life balance and flexibility for this role?
ASSUMPTION: These interview questions will help candidates better understand the role's dynamics, expectations, and the company's culture.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight relevant experience in annuities marketing and project management
- Prepare for behavioral and situational interview questions focused on marketing strategy, project management, and regulatory compliance
- Research Guardian Life Insurance and the annuities industry to demonstrate your knowledge and enthusiasm for the role
- Follow up with the hiring manager one week after submitting your application to express your interest and reiterate your qualifications
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
