• Design and implement marketing campaign strategies to promote the sale of company products and services in [annuities, life insurance, mutual funds, employee benefits, retirement]. • Drive engagement with financial professionals through product marketing, brand affinity, and the launch of new products/solutions. • Partner with Marketing Director to create strategic campaign plans, establish customer goals, and define key performance metrics. • Lead staff in the design, build, and implementation of multiple complex and concurrent campaigns. • Review addressable market to define target audiences and create programs that drive engagement relevant to the audience. • Track and evaluate program effectiveness using qualitative and quantitative methods. • Ensure adherence to established processes and workflows related to end-to-end campaign strategy, creative execution, optimizing for performance, and troubleshooting; define new processes and workflows as needed. • Collaborate with cross-functional leaders to ensure delivery of superior customer service and operational excellence. • Serve as internal escalation point for campaign related issues.

• Build and lead a client marketing program focused on retention, expansion, and advocacy across the PNS client base. • Own the Client Advisory Board (CAB) program: charter, recruitment, agenda, and follow-through on insights. • Partner with Enablement and Marketing to develop case studies, testimonials, and outcomes content for PatientConnect, PSE, MediFind, and new offerings. • Build lifecycle campaigns from onboarding through renewal and expansion, in partnership with Client Experience and Client Solutions. • Develop and execute joint marketing programs with strategic partners. • Produce co-branded content, webinars, and events that create mutual lead generation and visibility. • Lead marketing strategy and execution for key industry conferences and proprietary client events. • Design and run a client experiences program: hosted dinners, intimate gatherings, sports and cultural events. • Own the gifting program: thoughtful, well-timed, on-brand, never generic.

• Manage all corporate marketing programs within the US and Canada, including but not limited to, OptivCon (Optiv-led strategic, solution-focused roadshows), industry conferences (RSA & Black Hat), internal kickoffs, webinars, and partner-end user conferences. • Plan and execute strong, data-driven marketing activities and programs to drive pipeline generation and global brand awareness - from the development of the strategy and plan, to content oversight, pre-event campaign strategy, event execution, and post-event analysis and evaluation. • Devise and execute events and similar programs that reflect the company’s culture, business goals and objectives. • Partner with the PMO team to define and communicate creative requirements for print and digital signage, booth graphics, and event collateral, including timelines, specifications, and approvals. • Collaborate with Product Marketing and Brand & Comms to create program content that educates and inspires the cybersecurity community while driving awareness and revenue to the organization. • Partner with Sales GTM team, AVPs and Regional Sales Directors to understand their business needs and tailor corporate programs to align with national objectives and regional goals and priorities. • Responsible for researching and securing venue options, booking keynote speakers, building out program registration pages in Marketo and Cvent, providing registration reporting, invitation creation, shipping materials, and all onsite program execution. • Negotiate all logistics including sponsorships, exhibit presence, booth staffing, communications, and responsible for post event reporting and analytics while operating within designated budget. • Deliver timely and detailed communications to internal clients, including executives, throughout the entire event cycle. • Analyze investment, expected return, and overall feasibility of proposed activities, working with cross-functional marketing teams if additional resources are needed to meet program objectives. • Evaluate feasibility of additional corporate opportunities for the sales team to engage with prospects and build pipeline. • Work with sales leadership to analyze partner involvement, and create strategies for partner participation throughout the year, as it aligns to Optiv solutions and priority. • Work with the Global Partner Alliance and Partner Marketing teams to identify and evaluate key technology partner campaign event strategies that can be driven at a national level to drive and influence sales. • Responsible for producing and managing program budgets, securing adequate partner funding, and tracking MDF to ensure there is no profit loss. • Work closely with the broader marketing team to promote event presence via multiple channels and track event ROI and contribution to the company's KPIs. • Collaborating with Optiv’s partner community on corporate sponsorships, which entails clear communications, timely responses, processing and tracking contracts and master agreements, and reconciling all post event invoicing. • Work with internal stakeholders to evaluate and influence utilization of funding pools to ensure investment dollars are optimized in helping Optiv and partner achieve their goals. • Travel to events as required (15-20%)

• Develop and lead integrated intermediary marketing communications strategies across multiple lines of business and sales organizations • Oversee the end-to-end execution of high-volume event marketing and direct mail campaigns supporting regional sales lead generation efforts • Manage and evolve a centralized library of sales enablement resources to support four lines of business, ensuring alignment to business strategy and the sales process • Oversee sales enablement platforms that house marketing materials, optimizing user experience and content governance ensuring ease of access • Partner with sales leaders to understand go-to-market strategies, sales cycles, competitive landscape, and intermediary needs to inform marketing plans • Collaborate with data analytics teams to define success metrics, measure performance, and report on business impact of marketing initiatives • Lead, coach, and develop a team of five associates, fostering a culture of accountability, adaptability, and continuous improvement • Ensure all marketing activities comply with healthcare regulations and organizational standards • Balance competing priorities and resource constraints while delivering high-quality, strategic marketing solutions