Senior Marketing Manager - Personal Wealth Products and Solutions
Core
Own marketing strategy and go-to-market plans for priority Personal Wealth offerings (e.g., Cash, UHNW) to drive investor acquisition, adoption, and engagement.
Role type
Senior Marketing Manager (Product/Strategy)
Builds
Integrated marketing programs and cohesive client experiences for wealth management solutions.
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Direct-to-consumer marketing strategy, product marketing, value proposition development, cross-functional leadership, data-driven marketing acumen, strategic analytical thinking, stakeholder influence, performance measurement, compliance navigation
Preferred skills
Financial services domain expertise, audience segmentation, lifecycle marketing, experimentation, marketing analytics, regulated environment familiarity
Technologies
marketing analytics platforms, experimentation tools
Responsibilities
Lead development of marketing strategy and roadmap; Connect investor needs with products via value propositions; Translate insights into actionable recommendations; Collaborate on integrated marketing programs; Guide cross-functional teams; Establish performance goals and optimize effectiveness; Monitor industry trends and competitive activity; Ensure compliance with legal and risk requirements
Seniority
Senior, hands-on IC