Marketing Relationship Specialist

Marketing Relationship Specialist

The Family Security Plan®

About the Role

The Marketing Relationship Specialist plays a key role in supporting collaborative marketing initiatives between The Family Security Plan® and our credit union partners. This position serves as the dedicated marketing point of contact—working closely with credit union marketing teams and internal stakeholders to execute campaigns, enhance member engagement, and strengthen partner relationships.

You will help ensure a seamless and effective marketing experience for our partners while supporting strategic growth and program awareness.

Key Responsibilities

Credit Union Marketing Collaboration

• Serve as the primary marketing point of contact for assigned credit union partners.
• Coordinate marketing communications and campaign planning with partner marketing teams.
• Support partner onboarding from a marketing-readiness perspective, including brand guidelines, messaging, and communication workflows.
• Align cross-department messaging to ensure consistency across all partner touchpoints.
• Facilitate regular partnership meetings to discuss performance, new initiatives, and best practices.
• Manage marketing calendars, approvals, and deliverables to ensure timely execution.

Member Engagement & Program Support

• Champion member engagement initiatives that clearly communicate program value.
• Support digital and in-branch member journeys with consistent, optimized campaign messaging.
• Collaborate with creative and operations teams to ensure compliance and brand alignment.

Strategic Marketing Support

• Lead and support multi-channel marketing initiatives (email, digital, web, in-branch) to drive program awareness and member education.
• Ensure all marketing efforts meet brand standards, timelines, and compliance requirements.
• Develop and refine content, campaigns, and resources that support partner goals.

Cross-Functional Partnership

• Work closely with New Business, Field Teams, and Relationship Management to provide a unified experience for credit union partners.
• Share partner insights that support company-wide decisions and program growth.
• Maintain clear communication to integrate marketing with broader partnership strategies.

Qualifications

Required Experience

• 3+ years in Marketing, Account/Partner Management, Client Services, or Project Management.
• Proven success managing external relationships and executing integrated marketing programs.

Preferred Experience

• Experience in financial services, credit unions, insurance, or member-driven organizations.
• Familiarity with CRM platforms and project management tools.
• Knowledge of digital marketing and member engagement strategies.

Education

• Bachelor’s degree in Marketing, Communications, Business Administration, or related field — or equivalent experience.

Required Skills

• Strong relationship-building and client communication abilities.
• Ability to prioritize, multitask, and meet deadlines in a fast-paced environment.
• Creative, strategic thinker passionate about marketing and member engagement.
• Excellent collaboration and communication skills.
• Detail-oriented, proactive, and solution-focused.
• Proficient in digital marketing channels and campaign execution.
• Strong presentation and facilitation skills.
• Ability to interpret performance data and provide actionable recommendations.
• Proficiency with Microsoft Office; CRM/project management experience preferred.
• Embodies our Core Values: Caring, Integrity, Drive, Passion, Resilience.