Marketing Manager - Wealth & Institutional Services

Lead the Wealth & Institutional marketing strategy by turning business goals into measurable campaigns, messaging, offers, and performance insights.

Responsibilities

• Act as the day-to-day marketing liaison to business leadership for assigned lines of business
• Translate business objectives into actionable marketing strategies with defined success metrics
• Contribute insights and recommendations to strategic planning discussions
• Present strategic recommendations and campaign performance insights to senior stakeholders
• Own end-to-end marketing and communications strategy for assigned product lines
• Develop lifecycle marketing tactical plans across awareness, acquisition, engagement, and retention aligned to strategic direction
• Define customer segmentation, targeting strategies, and messaging frameworks
• Build integrated campaign plans across channels such as digital, direct mail, email, and events
• Manage end-to-end campaign execution for strategic initiatives, coordinating campaign deliverables with Project Managers support
• Lead campaign briefings with Centers of Excellence to maintain strategic intent and executional excellence
• Make real-time optimization decisions during campaign flight to maximize performance
• Maintain hands-on involvement in targeting, messaging, offer structure, creative development, and channel deployment
• Run day-to-day campaign operations including troubleshooting, vendor and/or Project Manager coordination, and quality assurance
• Drive continuous improvement using in-flight testing and optimization
• Track and report marketing KPIs and growth objectives aligned to business targets
• Manage campaign budgets and contribute to marketing P&L and ROI analysis for assigned portfolios
• Perform ongoing performance analysis and recommend strategic optimization based on data insights
• Develop and execute testing agendas to continuously improve campaign effectiveness
• Identify performance trends and opportunities for customer acquisition and portfolio growth
• Partner with Project Managers and Centers of Excellence to ensure on-time delivery and flawless execution
• Collaborate with Analytics to apply customer insights and predictive modeling to tactical execution
• Work with Product teams to align marketing strategy with product roadmaps and strategic direction
• Direct creative development with Centers of Excellence to ensure brand consistency and strategic alignment
• Serve as primary point of contact for operational marketing questions and execution details (via the project manager)
• Monitor the competitive landscape and industry trends
• Incorporate customer research and behavioral insights into strategy

Requirements

• Bachelor’s degree in Marketing, Business, or related field
• 5-7+ years of marketing experience with demonstrated execution excellence and strategic impact
• MUST HAVE: Investment industry experience in a B2B setting (institutional financial services experience preferred)
• Proven track record of driving measurable business outcomes through marketing and communications strategies
• Experience managing compliance review processes for investment-related marketing content
• Experience with marketing analytics, campaign performance measurement, and ROI analysis
• Strong financial acumen and budget management experience
• Ability to work in a fast-paced environment with multiple stakeholders

Benefits

• Medical, Dental, Vision Insurance
• 401k with matching contributions
• Time Off Programs
• Health Savings Account (HSA) and Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term and Long-Term Disability Insurance

Desired

• Experience with CRM platforms and marketing automation tools
• Experience with account-based marketing (ABM) strategies and tools
• MBA or advanced degree
• Familiarity with digital marketing channels and attribution modeling
• Previous experience in asset management, investment banking, or institutional financial services marketing

Work Environment

• Hybrid schedule anticipated: in-person collaboration three (3) days a week with remote flexibility two (2) days a week
• Work location may change based on business needs

Compensation

• Compensation range (base pay): $81,662.00 - $134,741.00 per year
• Role may have a specific starting pay within the posted range
• Final offer may vary based on work experience, education, and/or skill level