Marketing Specialist

Major investment bank seeks marketing consultant FOR LONG TERM HYBRID ROLE IN NYC:

WEALTH MANAGEMENT MARKETING-MARKETING TO EXISTING CLIENTS ON PLATFORM-OWNED CHANNEL, MOBILE APP

ENCOURAGE CLIENTS TO ENGAGE AND INVITE TO THOUGHT LEADERSHIP EVENTS

DRIVE ENGAGEMENT

OVERSEE END- TO- END EXECUTION

PRIOR EXPERIENCE IN MARKETING CAPACITY IN FINTECH COMPANY

CHANNEL DELIVERY

INTERNAL STAKEHOLDER INTERACTION

MANAGE AND NAVIGATE PROCESS INTERNALLY-CREATE TICKETS

WORK WITH LOTS OF INTERNAL TEAMS

RETIREMENT ACCOUNT KNOWLEDGE A PLUS

BACHELOR DEGREE NEEDED

CROSS FUNCTIONAL EXPERIENCE

BE ABLE TO WORK IN A MATRIXED ORGANIZATION

PROJECT MANAGEMENT SKILLS

MARKETING MANAGER GENERALIST

Wealth Management Marketing is seeking a consultant to support the strategy and execution of client-facing marketing campaigns to existing clients of the self-directed investing platform

These include the promotion of cash incentive offers to drive asset growth, account cross-sell campaigns to drive new account openings, the promotion of digital platform features to drive site and mobile usage, and distribution of financial education and thought leadership content. Engage and retain this client segment supporting the growth of assets and revenue and help to improve the lead quality of prospects for financial advisors.

Develop email, website, and mobile strategy for prioritized marketing campaigns and manage the end-to-end execution from ideation through channel delivery and performance analysis

Identify key target audiences for campaigns, develop client list using the appropriate technical criteria, and review to ensure accuracy

Generate detailed marketing briefs and facilitate the creation of engaging marketing content across channels such as email, website, mobile app in partnership with creative agency resources

Submit marketing creative for review with the appropriate Legal, Risk, and Compliance reviewers, and engage in constructive dialogue to incorporate feedback

Oversee the deployment of approved marketing content across channels and ensure the accuracy of content in production, including detailed regulatory disclosures

Analyze marketing performance data such as email engagement, website impressions, derive insights to inform future strategy, and socialize results with outside stakeholders

• Support team-wide work streams including updates to the team marketing calendar, compiling performance data across campaigns, and monitor competitive trends

REQUIREMENTS:

Experience working with creative agencies and/or developing compelling and engaging marketing content

Experience with analyzing marketing performance data and deriving business insights to evolve marketing strategy

Strong written and verbal communication skills with a proven ability to distill complex topics into simplified narratives for a broader audience, particularly in presentation format using PowerPoint

Ability to effectively collaborate in a matrixed organization with cross-functional stakeholders including product, marketing operations, data and analytics, legal and compliance, and digital channel marketing partners

Experience working in the financial services industry IS A MAJOR PLUS

Strong business acumen and understanding of financial services business models, asset management and capital markets

MINIMUM OF BACHELOR DEGREE