Director, Strategy

About This Role

This Director of Strategy will support channel partner marketing strategies for brands in the insurance, financial services, and healthcare sectors. The role involves being the primary strategic lead for assigned accounts, optimizing programs, and driving growth within distributed ecosystems.

Responsibilities

• Lead channel partner strategy for assigned accounts and workstreams in Insurance, Financial Services, and Healthcare, translating client and partner goals into clear briefs and integrated channel plans
• Support and influence channel partner programs (e.g., co-op/MDF, incentive and loyalty structures, local media packages, playbooks, partner enablement) that drive brand-consistent activation at the local level
• Partner with Client Partnership to drive organic growth, proactively surfacing opportunities, shaping solutions, and contributing to pitch materials and business reviews
• Collaborate cross-functionally with platform teams, Media, CX/Experience Design, Creative, Martech and Analytics to design, implement, and optimize brand-to-local programs
• Define and interpret KPIs for partner programs (e.g., participation, fund utilization, lead and pipeline impact, cost efficiency, satisfaction), using data and insights to recommend optimizations
• Represent Client Strategy in vertical-specific thought leadership efforts (e.g., POVs, case studies, webinars, conferences) for Insurance, Financial Services, and Healthcare

Requirements

• 7+ years of experience in marketing strategy, channel/partner marketing, or customer/partner experience
• Meaningful exposure to Insurance, Financial Services, and/or Healthcare sectors
• Demonstrated experience supporting or leading marketing strategies for distributed channels (Insurance agents/brokers, Financial advisors/branch networks, Healthcare providers/systems)
• Proven ability to translate business goals into actionable channel partner strategies and work plans
• Experience with co-op/MDF or incentive program design and optimization, local media and marketing activation, or partner marketing playbooks
• Track record of contributing to revenue and growth by identifying organic opportunities and supporting sales teams
• Strong skills in storytelling with data, defining KPIs, interpreting performance, and making clear recommendations
• Demonstrated success working with account/client leadership as a shared strategist across multiple accounts
• Excellent communication and facilitation skills, including building trust and leading strategic discussions
• Comfortable operating in a remote-first, matrixed environment, managing multiple projects and stakeholders
• Strong proficiency in PowerPoint and Excel
• Bachelor’s degree in Marketing, Business, Communications, or related field—or equivalent practical experience

Qualifications

• Bachelor’s degree in Marketing, Business, Communications, or related field—or equivalent practical experience
• 7+ years of experience in marketing strategy, channel/partner marketing, or customer/partner experience, with meaningful exposure to Insurance, Financial Services, and/or Healthcare

Nice to Have

• Prior experience in a marketing, media, or consulting role in a highly regulated industry with distributed channels
• Hands-on familiarity with Channel/Funds platforms (co-op/MDF, incentives, partner portals)
• Hands-on familiarity with Digital media and local activation (search, social, programmatic, streaming, email/CRM, experiential, print)
• Experience contributing to thought leadership in channel partner marketing or brand-to-local strategy
• Exposure to measurement and analytics approaches for channel programs

Skills

* Required skills