Job Description
Marketing Manager
We're looking for a new Marketing Manager for our Global Wealth & Asset Management (GWAM) business to coordinate, develop and implement integrated U.S. Retail marketing campaigns across multiple asset classes, distribution channels, and media to support intermediary sales efforts.
Position Responsibilities:
- Coordinate and implement marketing materials/campaigns to support products and programs on time and within budget.
- Research, gather, and disseminate information for projects
- Write and present integrated marketing plans that support sales efforts and generate repeatable results.
- Recommend and develop appropriate communication vehicles for achieving marketing objectives
- Work with other departments to source information and data for projects across media (digital, print, email, etc.)
- Develop and maintain relationships across all departments, including sales, product, legal, compliance, and where applicable, external advisors and distributors.
- Collaborate with product management, internal and external sales management to ensure alignment of efforts.
- Monitor and report on effectiveness of ongoing/existing sales and marketing programs relative to competitor activities and current market conditions.
- Manage the development of materials for new and existing products and programs including advertising, sales brochures, sales ideas, e-mails, web, direct mail and training pieces ensuring materials support business and marketing strategies.
- Manage operational processes to facilitate marketing campaigns such as compliance review, material creation and quality improvement.
- Creatively and effectively manage all media to drive marketing campaigns
- Track ROI, evaluate campaign success using analytics.
- Create, track and manage budgets for areas of oversight
- Develop and deliver effective presentations to key stakeholders.
Required qualifications:
- Bachelor's Degree is required.
- 3-8 years of proven experience in a marketing manager or account management role.
- Experience in asset management, retirement, mutual fund industry, and/or investment industry is highly desired.
- Knowledge of industry, markets, investments and investment concepts
- Excellent interpersonal and prioritization skills, including the ability to meet deadlines
- Capacity to work in a fast-paced, often changing environment.
- Excellent communication and presentation skills
- Creative and innovative problem solver with a solution-oriented approach.
- Ability to build and maintain positive relationships at all levels of the organization
- Demonstrated experience handling internal and external client relationships.
- Ability to work independently and collaborate within a team environment.
- Ability to persuade, handle time, prioritize effectively and be results oriented.
- Familiarity with AI-powered tools and a willingness to adopt new technologies to improve productivity, collaboration, and marketing outcomes.
Preferred qualifications:
- Ad or digital agency experience is a plus.
- Series 6 or 7 is beneficial but not required
When you join our team:
- We'll empower you to learn and grow the career you want.
- We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we'll support you in shaping the future you want to see.
Job Tags
Flexible hours