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.

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