Channel Marketing, Senior Associate
Core
Develop and execute intermediary channel marketing strategies to drive advisor engagement, brand presence, and client experience across broker-dealer, wirehouse, bank, and RIA channels.
Role type
Senior Associate, Channel Marketing (Financial Services)
Builds
Marketing campaigns, proposal briefs, and deliverables for product launches, thought leadership, and advisor education programs.
Domain
Asset Management / Financial Services
Deliverable
product features
Required skills
Intermediary channel marketing strategy, project management, campaign measurement and reporting, stakeholder communication, proposal writing, cross-functional collaboration
Preferred skills
Experience with digital, email, content, social, and event marketing channels
Technologies
Digital marketing platforms, email marketing tools, social media management tools, event management platforms
Responsibilities
Lead and execute intermediary channel marketing initiatives; Partner with sales leadership to translate business objectives into marketing strategies; Write proposal briefs and manage deliverables from concept to execution; Create and manage multi-channel marketing campaigns; Coordinate with events teams for in-person and virtual events; Develop campaign measurement frameworks and KPIs; Build relationships with Sales Channel leads and Global Relationship Managers.
Seniority
Senior, hands-on IC