LIMRA

Director

• Own and manage assigned committees and collaboration groups, including program content, meetings, processes, documentation, and recordkeeping
• Partner with committee chairs, senior executives, and internal stakeholders to establish priorities and develop relevant programming
• Deliver a high-quality member experience
• Plan and facilitate meetings, roundtables, and forums, including agendas, presentations, supporting materials, and follow-up
• Evaluate collaboration group strategies and performance to identify and implement opportunities for improvement and growth
• Oversee communications and promotional plans supporting member acquisition, engagement, and retention
• Monitor membership workflows, ensure timely responses to inquiries, and oversee recruitment and retention campaigns
• Analyze member participation, feedback, and industry trends to inform programming and organizational recommendations
• Create, manage, and reconcile budgets for assigned groups
• Lead cross-functional initiatives and provide guidance, coaching, and direction to others involved in program delivery

Senior Committee Director

Vice President

• Oversee the Lifetime Income Initiative as part of US member benefits
• Develop and execute strategy to drive member value and association growth
• Report to the Chief Marketing Officer
• Lead cross-functional teams and external partners to execute initiatives and accelerate business outcomes
• Manage business planning and execution of priorities for the Lifetime Income Initiative
• Ensure financial objectives are met and programs are delivered profitably and sustainably
• Analyze engagement drivers, member feedback, and operational and experience needs
• Monitor and optimize strategic initiative and campaign effectiveness
• Identify new business opportunities and partnerships
• Design and execute member engagement programs, sponsorship packages, and marketing toolkits
• Partner with Research on publications, awareness, and media relations
• Own member convening strategies and experiences, including conferences, executive forums, and thought leadership events
• Support the Lifetime Income Initiative Advisory Board
• Oversee nationwide roadshow programs with distribution partners
• Lead partner marketing and joint go-to-market programs
• Direct advisor-facing marketing across paid, owned, and partner channels
• Develop content strategies including podcasts, video series, digital content, and sales enablement resources
• Own financial professional convening strategies and experiences
• Lead consumer engagement strategy using research insights, education fellows, partnerships, and influencer marketing
• Direct integrated digital, social, content, media, and experiential campaigns
• Build and activate financial influencers to increase awareness and adoption of lifetime income concepts

Senior Committee Director

Assistant Vice President – Lifetime Income Initiative