Define and implement marketing campaign strategies to engage and drive outcomes with prospective participants. Drive engagement with financial professionals through marketing, brand affinity, and the launch of new product/solutions.

Responsibilities

  • Collaborate with partners to develop strategic short and long term marketing strategies and plans that address current and future objectives.
  • Evaluate and adjust marketing strategy and plans to meet changing market and competitive conditions.
  • Set priorities and manage through people and processes; leverage resources throughout the organization.
  • Manage program budgets.
  • Partner with stakeholders to drive and build the company brand, sales profitability, and customer excellence.
  • Own the product launch/release plan and implementation management for new product introductions.
  • Develop strong customer relationships to become the organization’s expert in customer needs and opportunities.
  • Create a positive and performance-driven culture, building repeatable processes to deliver results and coach sales and marketing professionals.
  • Conduct-one-on-one meetings with staff to assess individual needs, work load, issues/opportunities, career path, development and process management.

Qualifications

  • Bachelor’s degree in marketing, business, communications or equivalent experience
  • Ten years of marketing communications, digital marketing, or project management experience
  • Eight years of marketing experience in financial services or a related industry
  • Five years of management experience
  • Expert understanding of traditional and digital platforms
  • Broad experience developing and executing marketing strategies for complex projects
  • Thorough understanding of the investment products marketplace and distribution process, including how products are priced, packaged and positioned across various
  • Technical acumen to design campaigns that optimize the use of traditional and digital marketing platforms
  • Ability to interpret data and articulate results to diverse audiences
  • Analytical and decision-making skills to identify/prioritize critical issues and interpret data
  • Excellent communication and relationship building skills

Preferred Qualifications

  • Intermediary or institutional experience
  • Familiarity with content management, workflow and other marketing tools such as CMD, CRM, DAM, Workflow, Salesforce Marketing Cloud, Workfront
  • Experience in change management
  • FINRA Series 7 (for roles supporting mutual funds)

Working Conditions

  • Office environment

The Salary for this position generally ranges between $140,000-$175,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid) and operational needs.

Salary may vary above and below the stated amounts, as permitted by applicable law.