Campaign Manager - Raymond James Investment Management
Core
Lead strategy, planning, execution, and optimization of integrated marketing campaigns for U.S. Wealth and Institutional businesses, serving financial advisors, intermediary platforms, and institutional investors.
Role type
Senior Campaign Manager (Financial Services)
Builds
Multi-channel marketing initiatives (digital, content, email, social, webinars, events) driving engagement, lead generation, and pipeline growth.
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Integrated campaign planning, Salesforce Financial Services & Sales Cloud, Salesforce Marketing Cloud, AI-enabled marketing tools, stakeholder management, data analytics, compliance coordination, project management.
Preferred skills
Experience with Agentforce AI, Seismic, ON24, LinkedIn, demand generation, audience segmentation, predictive insights.
Technologies
Salesforce Financial Services & Sales Cloud, Salesforce Marketing Cloud, Agentforce AI, LinkedIn, Seismic, ON24
Responsibilities
Lead end-to-end project management of integrated marketing campaigns; Develop comprehensive campaign plans with objectives and success metrics; Coordinate cross-functional teams (Sales, Product, Compliance, Data); Manage multiple concurrent campaigns and strategic initiatives; Translate business strategies into actionable campaign briefs; Execute campaigns across email, web, social media, webinars, and events; Leverage AI-enabled capabilities for personalization and automation; Establish campaign measurement frameworks and KPI reporting; Analyze performance to optimize future campaigns; Ensure regulatory compliance.
Seniority
Senior, hands-on IC