Senior Associate Director, Marketing Automation
Core
Implementing email and marketing automation campaigns to drive client acquisition, retention, and share of wallet for financial advisors and institutional investors.
Role type
Senior Associate Director, Marketing Automation
Builds
Multi-touch email drip journeys, segmented lists, landing pages, and forms for Institutional and Intermediary channels.
Domain
Financial Services / Wealth Management / Investment Management
Deliverable
product features
Required skills
Pardot expertise, Salesforce proficiency, email development (HTML/CSS), financial sales process knowledge, data-driven optimization, UX design principles
Preferred skills
Photoshop/Illustrator/Dreamweaver knowledge, Git/Azure DevOps, copywriting for financial advisors
Technologies
Pardot, Salesforce, HTML, CSS, Photoshop, Illustrator, Dreamweaver, Git, Azure DevOps
Responsibilities
Execute email campaigns and drip journeys, create email templates and landing pages, manage segmented lists based on client personas, maintain Pardot best practices, contribute to analytics and testing strategy, act as an email design/development SME
Seniority
Senior, hands-on IC with strategic execution
