**Essential Duties & Responsibilities** **Content Development & Management** + In coordination with internal and external partners, develop, coordinate, and maintain content supporting retirement plan and institutional offerings. + Ensure all collateral remains accurate, current, and aligned with business standards. + Create, update, and troubleshoot RJnet pages to ensure content accuracy, accessibility, and functionality. + Design and prepare presentations that effectively communicate platform solutions and recommendations. + Develop and coordinate email communications, including newsletters and process/operational updates. **Advisor Education & Engagement** + Support the development and delivery of educational materials for advisors and internal partners. + Manage planning, coordination, and execution of regional sales webinars. + Serve as a subject matter expert or facilitate reviews among SMEs during content development. **Strategy & Project Management** + Assist in developing and executing strategies that enhance brand awareness, generate leads, and support sales initiatives. + Manage projects from concept through completion, ensuring timelines, budgets, and expectations are met. + Collaborate with cross-functional teams to align content, strategic priorities, and business objectives. **Research, Insights & Analytics** + Conduct market research to identify industry trends, competitive offerings, and emerging capabilities. + Partner with analytics teams to track, analyze, and interpret campaign performance. + Provide insights and recommendations to optimize future initiatives. **Knowledge, Skills & Abilities** **Knowledge Of** + Retirement plan and institutional business including defined contribution, defined benefit, endowments, foundations, and nonprofit clients. + Concepts and regulatory requirements related to retirement plans and institutional business. **Skilled In** + Using standard office software to create presentations, communications, reports, and data spreadsheets. + Managing time effectively, prioritizing multiple tasks, and meeting deadlines. + Delivering highly detailed, accurate work without compromising efficiency. + Following up and driving tasks to completion. **Ability To** + Gather information, identify linkages or trends, and apply insights to assignments. + Research, interpret, and analyze information to support recommendations. + Organize and manage multiple detailed tasks in a fast-paced environment with shifting priorities. + Communicate effectively through both written and verbal channels. + Build and maintain strong working relationships across the organization. + Work independently while contributing to a collaborative team environment. + Maintain current knowledge of investment and retirement plan products. **Education & Experience Requirements** + Bachelor’s degree in a related field and 3–5 years of experience in financial services, retirement/institutional markets, or marketing within these sectors; OR + An equivalent combination of education, experience, and training as approved by Human Resources. **Licenses & Certifications** + SIE preferred (unless exempt). + FINRA Series 7 preferred. + AIF or Chartered Retirement Plan Specialist (CRPS) designation, or ability to obtain within one year.