Katie McCarthy
Director of Marketing | B2C| | Data Driven Marketer| Business strategy | Leadership | Retention and Loyalty Building | Customer Focused
- Role
- Director of Participant Marketing at Principal Financial Group
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Katie McCarthy
Results-driven marketing professional with 20 years of experience leading strategic initiatives and teams across direct-to-consumer marketing, data analysis, program management, and business strategy.Known for leveraging data and analytics to uncover insights, drive decision-making, and solve complex business challenges, I bring a balance of strategic thinking and hands-on execution to every project.I’m an action-oriented, detail-focused team player who thrives on delivering results and takes pride in high personal accountability. My energy and commitment to using data to do the job right consistently drive strong, measurable outcomes.I am passionate about continuous learning and growth, I’m always seeking new perspectives and skill sets to bring fresh thinking to the work I do and the teams I lead.
Experience
Director of Participant Marketing
Mar 2025 — Present
Dynamic and results-driven B2C marketing leader with deep expertise in retirement financial products, including 401(k) and IRAs. Proven success in developing and executing multi-channel marketing strategies that drive engagement, improve conversion, and increase customer lifetime value across a large, diverse audience. Skilled in applying behavioral science, predictive modeling, and real-time insights to create highly personalized, scalable marketing journeys that support both acquisition and retention goals.At Principal Financial Group, led the strategic framework for Direct-to-Consumer marketing, overseeing integrated campaigns that educated and engaged pre-retirees, retirees, and job changers. Championed initiatives that improved omni-channel performance, optimized ROI, and supported lead generation for telesales partners. Excelled in managing cross-functional teams, aligning stakeholders, and driving strategic decisions that elevated the customer experience and supported long-term business growth.A collaborative and analytical leader who thrives at the intersection of strategy, data, and customer insights—committed to delivering measurable impact while building high-performing teams and future-focused marketing programs.
Education
Florida State University
Masters
2006 — 2007
Florida State University - College of Business
Bachelor
2002 — 2006
Florida State University
Master of Arts - MA
2006 — 2007
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.