Marketing Relationship Specialist

The Marketing Relationship Specialist supports collaborative marketing initiatives between the Family Security Plan and our credit union partners. This role focuses specifically on marketing strategy and member-engagement activities, working closely with credit union marketing teams and internal stakeholders to execute campaigns, support partner communication, and enhance program awareness. This position serves as the dedicated marketing point-of-contact, ensuring a seamless and effective marketing experience for our credit union partners.

Credit Union Marketing Collaboration

• Serve as the primary marketing point of contact for assigned credit union partners.
• Coordinate marketing communications and campaign planning with credit union marketing teams.
• Support partner onboarding from a marketing readiness perspective – brand guidelines, messaging, campaign tools, and communication workflows.
• Participate in cross-department alignment to ensure partner messaging and strategy support the larger relationship managed by other internal stakeholders.
• Facilitate regular partnership meetings to review performance, brainstorm new initiatives, and share best practices.
• Oversee marketing calendars, approvals, and deliverables to ensure timely execution.

Member Engagement & Program Support

• Champion member engagement initiatives, ensuring all partner marketing materials effectively communicate value to members.
• Support the digital and in-branch member journey through consistent messaging and optimized campaign touchpoints.
• Work closely with internal creative and operations teams to ensure marketing efforts align with compliance and brand standards.

Strategic Marketing Support

• Lead and support multi-channel marketing efforts tied to member education and program awareness, in collaboration with credit union partners (email, digital, web, and in-branch).
• Ensure initiatives align with brand standards, campaign timelines, and compliance guidelines.
• Develop and optimize content and campaigns to support partner goals and engagement outcomes.

Cross-Functional Partnership & Internal Alignment

• Working closely with New Business, Field Teams, and Relationship Management to ensure a unified credit union experience across departments.
• Share partner marketing insights to support organizational decision-making and program growth.
• Maintain clear communication pathways so marketing initiatives integrate seamlessly with broader partnership efforts.

Qualifications

• 3 years of experience in Marketing, Account/Partner Management, Client Services, or Project Management.
• Demonstrated success managing external partner relationships and executing integrated marketing programs.
• Experience in financial services, credit-union industry, insurance, or member-driven organizations.
• Familiarity with CRM platforms and project management systems.
• Knowledge of digital marketing and member engagement strategies.

Skills

• Strong relationship-building and client communication skills.
• Ability to prioritize, multitask, and manage projects in a deadline-drive environment.
• Creative and strategic thinker with a passion for marketing and member engagement.
• Collaborative communicator who thrives in a fast-paced, team-oriented atmosphere.
• Detail-oriented and proactive in problem-solving and execution.
• Competency in digital marketing channels and campaign execution.
• Strong presentation and facilitation abilities.
• Analytical skills to interpret performance data and recommend improvements.
• Proficiency in Microsoft Office suite; experience with CRM/project systems preferred.
• Embodies our Core Values: Caring, Integrity, Drive, Passion, Resilience

*Failure to pass an internet speed test will suspend the employment onboarding process, as all employees are required to have a secure and reliable internet connection*