Wealth & Institutional Services Marketing Jobs

1 job found

1d ago

Marketing Manager - Wealth & Institutional Services

First National Bank of Omaha Omaha, NE

Omaha, NE

1d ago

$82k - $135k/yr Full time Manager Marketing Brand Management

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Job Description

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

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