Principal Specialist

We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics! 

SUMMARY:

The Marketing Principal Specialist is a highly organized, detail-oriented project manager responsible for leading the planning, coordination, and execution of marketing projects and initiatives from intake through completion. This individual contributor works collaboratively with Marketing team members and leaders across the organization to ensure projects are effectively prioritized, coordinated, and delivered on time, within scope, and in alignment with organizational objectives.

The Principal Specialist serves as a key liaison between Marketing and other departments, translating business needs into actionable marketing projects and coordinating the resources, timelines, approvals, and deliverables necessary for successful execution. The ideal candidate is adaptable and able to pivot quickly in a fast-paced environment while managing multiple priorities and deadlines.

This role utilizes project management principles, preferably including Agile methodologies and sprint planning, to improve workflow, visibility, prioritization, and efficiency. The Principal Specialist is also a steward of the Addition Financial brand, ensuring projects and deliverables are consistent with established brand standards, messaging, regulatory requirements, and the member experience.

ESSENTIAL DUTIES & RESPONSIBLITIES:

• Work closely with the Marketing Manager to plan, prioritize, coordinate, and execute Marketing projects and initiatives in alignment with department and organizational priorities.
• Serve as a project manager for assigned Marketing projects, campaigns, promotions, communications, and initiatives from project intake through completion.
• Develop and maintain project plans, timelines, task assignments, milestones, and deliverables to ensure projects remain on track.
• Coordinate with Compliance and other appropriate stakeholders to facilitate the review and approval of project and campaign assets, ensuring Marketing materials meet applicable regulatory, state, local, and organizational requirements before production or distribution.
• Participate in cross-functional and enterprise project teams as the Marketing project owner, taking responsibility for coordinating and completing all Marketing-related work, deliverables, timelines, and dependencies while collaborating with team members and leaders across departments to ensure Marketing objectives align with overall project goals.
• Utilize Agile project management principles, including sprint planning and prioritization, to organize work, manage competing priorities, and improve the efficiency and visibility of Marketing projects.
• Coordinate the development, review, approval, production, and delivery of marketing materials and communications across appropriate channels.
• Proactively identify project risks, challenges, dependencies, and resource needs and communicate issues to the Marketing Manager with recommended solutions.
• Demonstrate the ability to pivot quickly and effectively in a fast-paced, changing environment while maintaining project priorities, deadlines, and quality standards.
• Manage multiple projects simultaneously while maintaining a high level of organization, accuracy, and attention to detail.
• Track project expenses and work closely with the Marketing Manager to help ensure expenses are accurately allocated to the appropriate budget, project, or cost center. Identify and communicate potential budget concerns, variances, or discrepancies to the Marketing Manager.
• Protect and promote the Addition Financial brand by ensuring marketing materials, communications, campaigns, and other deliverables align with established brand standards, voice, style, and messaging.
• Continuously review marketing materials for accuracy, consistency, completeness, and alignment with brand and organizational standards.
• Maintain accurate project documentation, timelines, budgets, and other records to support effective project coordination and visibility.
• Maintain working knowledge of Marketing systems, project management software, CRM and marketing automation platforms, and other technologies used to support project execution.
• Adhere to all credit union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development, including mandatory annual training, and demonstrate attained knowledge.
• Perform other department projects and duties as assigned by Marketing leadership.

REQUIREMENTS

Education

• Bachelor’s degree in marketing, communications, business, or a related field, or an equivalent combination of education and relevant experience.

System Knowledge/Program Knowledge

• Proficiency in MS Office. Experience with the Adobe Creative Suite, CRM and marketing automation solutions and web-based project management software are a plus

Experience

• General working knowledge of credit union procedures and protocols, plus ability to perform complex tasks and coordinate activities within scope of position and as directed by leadership for a variety of disciplines.
• Self-motivated and adaptable, with the ability to thrive in a fast-paced, dynamic environment and manage multiple priorities simultaneously.
• Experience and knowledge in project management, organizational effectiveness, operations management, finance, and accounting.
• Excellent communication and interpersonal skills.
• Ten or more years related experience and/or training in a financial institution, or equivalent combination of education and experience.
• Ability to operate a PC unit to access the credit union's information system and member account information, if required.
• The employee must occasionally lift and/or move up to 50 pounds. 

OTHER CHARACTERISTICS OF THE POSITION:  

Physical Demands:  

• Sitting for long periods at a time.


• Regularly required to talk or listen.


• Occasional lifting of office supplies up to 20 lbs.


• Vision abilities including close vision and ability to adjust focus.

Mental Demands: 

• Must understand and follow a set of clear oral and/or written procedures without deviation.


• Performs repetitive routine tasks.


• Withstand moderate amounts of stress.


• Must adhere to a provided work schedule to meet a set of qualitative production standards.


• Perform tasks that vary little from day to day.


• Implements others’ decisions/procedures with little judgment required.


• Must relay information orally.

WORKING WITH US:  

We’re continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people’s lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including:

• 401k with profit sharing contribution


• Comprehensive medical, dental and vision coverage from leading insurance providers


• Continuing education and up to $5,000 in tuition assistance annually


• Generous vacation and sick pay


• Paid parental leave and volunteer time off


• Major holidays off including Federal holidays that many other industries don't observe


• Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts

At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team member’s diverse viewpoints and work together so that everyone’s voices are heard. So, if you’re ready to take your career to the next level, Count Us In®.