Demo

Senior Product Marketing Manager (Wealth Management)

Candidate Experience site
El Segundo, CA Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 4/28/2025

Cetera Financial Group (CFG) is seeking a Senior Product Marketing Manager (Wealth Management) who will be responsible for developing and executing marketing strategies for our captive financial professional audience to drive revenue growth and adoption of Cetera’s wealth management solutions. This role will work closely with the leaders of the Advisory Experience and Growth teams to align marketing strategies and execute plans with the business outcomes to be achieved.

What you will do:

  • Assess the marketing needs of specific Wealth Management business lines to achieve desired outcomes.
  • Develop, direct, and execute strategic B2B marketing plans and campaigns aligned with the goals of our Wealth Management initiatives, focusing on driving advisor adoption of wealth management solutions and fee-based assets onto Cetera’s platform. 
  • Develop and manage relationships with third parties for copywriting, design, and strategy execution. 
  • Drive development and accentuation of unique value propositions while incorporating brand and marketing messages appropriately to drive outsized growth.
  • Represent the viewpoints of the Wealth Management leadership team, financial advisor, and end client throughout the content creation and strategic planning process with internal partners.
  • Track and measure the effectiveness of implemented marketing plans and campaigns, adjusting as needed to maximize engagement and adoption.
  • Develop, review, and revise content and messaging to help with targeted sales and education efforts.
  • Other duties as defined.

What you need to have:

  • Minimum of 7 years of experience in marketing roles. Financial services experience is a plus. 
  • 5-7 years of experience in marketing experience.
  • Exceptional written and verbal communication skills, including knowledge of AP Style.
  • Strong proficiency in a variety of computer applications such as Word, Excel, PowerPoint, and Outlook.

What is nice to have:

  • Direct experience in B2B wealth management marketing, preferably within the advisory, investment management, and/or RIA space.
  • Familiarity with content management systems, analytics tracking, client relationship management tools, and social media and email marketing platforms. Proficiency in Marketo is a plus. 
  • Experience with qualitative and quantitative research methodology.

Travel Requirements: Up to (20%). 

#LI-DNI

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Senior Product Marketing Manager (Wealth Management)?

Sign up to receive alerts about other jobs on the Senior Product Marketing Manager (Wealth Management) career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$184,635 - $240,705
Income Estimation: 
$209,334 - $293,369
Income Estimation: 
$213,885 - $278,953
Income Estimation: 
$160,561 - $207,658
Income Estimation: 
$192,426 - $255,933
Income Estimation: 
$192,426 - $255,933
Income Estimation: 
$249,151 - $341,218
Income Estimation: 
$115,898 - $155,468
Income Estimation: 
$160,561 - $207,658
Income Estimation: 
$96,928 - $129,143
Income Estimation: 
$115,898 - $155,468
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Candidate Experience site

Candidate Experience site
Hired Organization Address Charlotte, NC Full Time
This position is Sign-on Bonus eligible. In addition to the sign-on bonus, new teammates at Atrium Health are eligible f...
Candidate Experience site
Hired Organization Address Charlotte, NC Full Time
Job Summary Serves as liaison between the Sterile Processing Department (SPD), distribution and the user departments ins...
Candidate Experience site
Hired Organization Address Charlotte, NC Full Time
Job Summary The RN Clinical Nurse I provides professional nursing care through skillful assessment, diagnosis, outcomes ...
Candidate Experience site
Hired Organization Address Clemmons, NC Full Time
Overview: The Groundman position is your first step to a rewarding career in the construction and maintenance of our nat...

Not the job you're looking for? Here are some other Senior Product Marketing Manager (Wealth Management) jobs in the El Segundo, CA area that may be a better fit.

Senior Product Manager | Remote Opportunity

GET IT Marketing Service, Los Angeles, CA

AI Assistant is available now!

Feel free to start your new journey!