CareerPlan

Senior Marketing Manager - Personal Wealth Products and Solutions

Malvern, PA, USFull-time2026-09-23 → 2026-11-11
Hybrid · United StatesNo visa sponsorship

Core

Shape how investors understand, choose, and engage with Personal Wealth solutions (e.g., Cash, UHNW) to help them achieve financial goals.

Role type

Senior Marketing Manager (Direct-to-Consumer / Product Marketing)

Builds

Growth strategies and go-to-market plans for priority Personal Wealth offerings

Domain

Financial Services / Wealth Management

Deliverable

product features

Required skills

Marketing strategy, value proposition development, cross-functional leadership, data-driven marketing, stakeholder influence, compliance navigation

Preferred skills

Financial services experience, audience segmentation, lifecycle marketing, experimentation, marketing analytics

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