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Senior Director, Customer Lifecycle Marketing (Insurance/Wealth Mgmt B2B) - (Open to Remote, Continental U.S.)

Dentsu · WI · Remote available · $136,000–$185,000 a year · Full time

Posted Sep 21, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a lifecycle program you led that clearly moved a business metric.

What they are checking: Whether they can tie CRM and lifecycle work to results like retention, cross-sell or assets under management.

Tell me about a time you grew an existing client account.

What they are checking: Whether they can expand relationships, which is expected at senior director level in an agency.

How would you develop leaders on a remote team spread across the country?

What they are checking: Whether they invest in people growth, which Merkle's posting puts at the center of its culture.

What would you do

A client's executive wants more email volume, but your data shows engagement is falling. What do you do?

What they are checking: Whether they can push back on a senior client with evidence and a better plan.

How do you lead strategists, analysts and creative teams toward one plan?

What they are checking: Whether they can unify specialist teams around a single client strategy.

A campaign underperforms in its first month and the client is worried. How do you handle the conversation?

What they are checking: Whether they stay calm, explain clearly and bring a revised plan instead of excuses.

About the work

How would you build a lifecycle marketing program for a B2B insurance or wealth management client?

What they are checking: Whether they understand long, relationship-driven buying cycles and advisor or broker audiences.

What compliance limits shape lifecycle marketing in insurance and wealth management, and how do you work within them?

What they are checking: Whether they know regulated industries need legal review and careful claims, which slows and shapes campaigns.

How would you use data to segment a client's customers for personalized journeys?

What they are checking: Whether they bring the data-driven, people-based approach that defines Merkle's work.

How do you measure the success of a customer journey that lasts months?

What they are checking: Whether they use leading indicators and attribution sensibly when results arrive slowly.

Which marketing automation and CRM platforms have you led programs on?

What they are checking: Whether they have hands-on depth with enterprise martech like Salesforce Marketing Cloud or Adobe.

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The full job description

As published by Dentsu.

Job Description: We welcome remote candidates based in the continental United States Merkle is a leading data-driven, technology-enabled, global performance marketing agency that specializes in the delivery of unique, personalized customer experiences across platforms and devices. For more than 30 years, Fortune 1000 companies and leading nonprofit organizations have partnered with Merkle to maximize the value of their customer portfolios. The agency's heritage in data, technology, and analytics forms the foundation for its unmatched skills in understanding consumer insights that drive people-based marketing strategies. Its combined strengths in performance media, customer experience, customer relationship management, loyalty, and enterprise marketing technology drive improved marketing results and competitive advantage. We are champions for meaningful progress and we strive to be a force for good—for our people, for our clients, for the industry and for our society. We keep our people at the center, creating space for growth, understanding and learning so they can thrive. We embed diversity, in our mindset, in our solutions and in our teams to empower an inclusive, equitable and culturally fluent environment. Building this culture within our teams makes us better collaborators with each other and with our clients, driving better outcomes for all. Merkle is an agency of dentsu. As the Senior Director, Customer Lifecycle Marketing, supporting an Insurance/Wealth Management client in the B2B space , you will report into the VP, Customer Lifecycle Marketing and join a team of experienced marketers who focus on helping Merkle clients achieve their business goals. You will be a key member of our client account team and will ensure that the programs we execute are based on a deep understanding of our client’s business and strategic objectives. You’ll appreciate the importance of strong relationships and become a trusted advisor to the client and Merkle account team. You will be a person who thrives in both analytic as well as creative thinking and will be nimble in solving for client problems. As a leader your skills and passion for communicating strategy will get others to believe in the ideas that you present and follow that belief through to execution. At Merkle “Strategy” means a key idea that is informed, executable and provides results. Those ideas need to be applicable to a variety of client scenarios and must cross any service that is necessary to achieve the client objective. As a Senior Director in the Customer Lifecycle Marketing team you will demonstrate experience in planning across media and channels, development and management of campaigns that generate measurable ROI and have the ability to work across many of our core vertical markets (Insurance, Financial Services, Non-Profit, Retail, Automotive, Travel, Media and Entertainment, B2B, High Tech) To be successful in this role you’ll have a passion for problem solving, and a deep understanding of how businesses, brands and customers interact, with an advanced understanding of the rapidly evolving role that data and technology play in this relationship. You can identify business growth opportunities and develop strategic recommendations to support the growth of client relationships. You Will: • Lead the building, development, and delivery of strategic omni-channel marketing plans. • Be a subject matter expert and translate new technology - particularly in the areas of 1st party data marketing and CRM - into new marketing ideas for the client • Show a strong understanding of differences in marketing to customers in different verticals and environments. • Develop trusted, long-term relationships with key client contacts and executives. • Ensure meaningful client value is delivered through a mix of best-practice solutions, skills, capabilities, and original thinking. • Collaborate with team leadership (account management, operations, creative, analytics etc.), and partner agencies to turn ideas into executable plans • Identify key data points and measurements to show the impact of our approach and strategy on the client’s business. You Have : • Experience working with Wealth Management (Financial Advisor) or Group Insurance clients within the B2B space. • Bachelor’s Degree required. • 10+ years of experience in data driven marketing – specifically CRM, email, online/offline media • Deep understanding of the customer lifecycle and how messaging strategy drives the experience • 5+ years working in an agency or consulting firm. • Experience developing solutions to support the sale of new services to clients. • Hands-on skills using data and research to drive decisions –proficiency in Excel and research tools. • Strong writing, presentation and client facing communication skills. Experience translating data analysis into actionable marketing recommendations and presentations – proficiency in PowerPoint. • Attention to detail and the ability to incorporate internal and external • feedback on an iterative basis. • Superior multi-tasking, networking, time management and inter-personal skills. • Self-starter high intellectual curiosity, drive, determination, and persuasion skills. • Comfort and experience working within a matrixed organization in roles with a wide degree of latitude. • Average 20-50% travel (contingent on comfort level of client) The annual base salary range for this position is $136,000-$185,000. Placement within the salary range is based on a variety of factors, including relevant experience, knowledge, skills, and other factors permitted by law. Additionally, this position is eligible for discretionary incentive compensation. Benefits available with this position include: • Medical, vision, and dental insurance, • Life insurance, • Short-term and long-term disability insurance, • 401k, • Flexible paid time off, • At least 15 paid holidays per year, • Paid sick and safe leave, and • Paid parental leave. Dentsu also complies with applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act, in accordance with its plans and policies. For more information regarding dentsu benefits, please visit www.dentsubenefitsplus.com. To begin the application process, please click on the “Apply” button at the top of this job posting. Applications will be reviewed on an ongoing basis, and qualified candidates will be contacted for next steps. At dentsu, we believe great work happens when we’re connected. Our way of working combines flexibility with in-person collaboration to spark ideas and strengthen our teams. Employees who live within a commutable distance of one of our hub offices, currently located in Chicago, metro Detroit, Los Angeles, and New York City, are required and expected to work from the office three days per week (two days per week for employees based in Los Angeles). Dentsu may designate other Hub offices at any time. Those who live outside a commutable range may be designated as remote, depending on the role and business needs. Regardless of your work location, we expect our employees to be flexible to meet the needs of our Company and clients, which may include attendance in an office. #LI-Merkle #LI-REMOTE #LI-LE1 Location: New York Brand: Merkle Time Type: Full time Contract Type: Permanent Dentsu is committed to providing equal employment opportunities to all applicants and employees. We do this without regard to race, color , national origin, sex , sexual orientation, gender identity, age, pregnancy, childbirth or related medical conditions, ancestry, physical or mental disability, marital status, political affiliation, religious practices and observances, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. Dentsu is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with us, please send an e-mail to  ApplicantAccommodations@dentsu.com  by clicking on the link to let us  know the nature of your accommodation request and your contact information. We are here to support you.

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