Posted by Lifecare Affordability Plan/SEIA on 07/21/2020 in Resources
Marketing and Outreach Director

Marketing and Outreach Director

Lifecare Affordability Plan® (LCAP), marketing name for Signature Estate & Investment Advisors, LLC®

Employment Type
Start Date

What is LCAP: The inspiration for LCAP was born of founder Tom West’s experience working with families facing a new and life-changing medical diagnosis. Over two decades as a financial planner, LCAP founder Tom West gained significant experience in advising families struggling with how to support a loved one diagnosed with a chronic illness, disability or dementia. Tom became aware of an opportunity to improve the long-term care planning experience for clients facing a life-changing diagnosis.

Job Profile:  Candidate with Senior Housing and/or Healthcare experience to help create and execute an integrated marketing strategy for an innovative, first-to-market financial planning service for families managing a healthcare circumstance.  Position balances collaboration with multi-disciplinary talent on a small team with the autonomy and the ability to self-direct and lead both B2B and B2C strategies.   The fast paced and entrepreneurial small team feel of LCAP will attract the right candidate, while the scale, competitiveness, and value proposition of the parent company (SEIA) will give longer term confidence of the viability of the effort.

Roles and Responsibilities:

  • Creation and Execution of Marketing Strategy

    • Lead a multi-pronged marketing strategy across multiple mediums, including social media, SEO, targeted email and website connections

    • Create content and marketing material in print, digital, and video form to support brand recognition and marketing to a variety of identified, discreet audiences

    • Coordinate messaging to bridge the knowledge and perception gap between the senior housing and healthcare industries and the financial services industries

  • Data Analysis

    • Read, interpret and recommend dynamic action from funnel analysis based on analytics

    • Use data from SEO, CRM , social media measurement tools to best advantage

    • Use A/B schemes to test marketing approaches, improve steps to conversions

    • Set effectiveness measures / use tangible KPIs to optimize message and CTA delivery

  • Curation and Selection of Supportive Content, Media Coordination

    • Recognize and highlight relevant content from a variety of media and industry sources to support LCAP brand and help associate it with thought leadership in the space

    •  Assist LCAP leadership with proactive and reactive media relations and opportunities

  • Liaise with Third Party Marketing Consultants, Financial Services Compliance

    • Take the lead with an existing and functional relationship with a currently engaged Marketing and Strategy Company

    • Submit and Monitor marketing content for approval through a straight-forward compliance approval process prior to content usage

  • Support Sales and Development through Presentation Creation and Delivery

Qualifications and Education Requirements:

  • 8+ years of marketing experience in senior housing / healthcare or related group, leadership role in position expected

  • Experience in financial services industry not expected or required

  • Excellent written and oral communication skills required.  Writing sample and video introduction will be part of the selection process

  • Professional class usage of PowerPoint, graphic design software, Hubspot, WordPress, and video editing programs expected

Preferred Skills / Attributes

  • Enthusiasm and passion to help families in the dual crisis of needing long term care services and the uncertainty of how to pay for the care

  • Resiliency and self-motivation to adapt to a work environment that pitches from unstructured to very structured

  • Humor, empathy, and self-awareness are requisites to master the tone and spirit of communication strategy

Additional Notes

  • Significant content for LCAP has already been developed and is ready to be adapted to the variety of marketing efforts to come

  • Full health / retirement benefits available from SEIA

  • Work from remote locations, including home, are supportable for job description

  • Flexible hours and appropriate accommodations to support family needs are supportable as well

  • Compensation $85K+ commensurate with experience

Please visit our website at  If interested, submit resume to

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