Marketing Manager
Core
Strategic marketing manager partnering with senior advisor teams to define goals, execute integrated campaigns, and drive measurable business growth in wealth management.
Role type
Senior IC marketing manager (financial services)
Builds
Integrated marketing initiatives, content libraries, and advisor growth programs
Domain
Wealth management / Financial advisory
Required skills
Integrated multi-channel marketing strategy, CRM and marketing automation management, performance analytics and ROI reporting, stakeholder advisory, cross-functional project leadership, content development
Preferred skills
MBA or Masters degree, wealth management industry experience, HubSpot/Salesforce/Asana proficiency
Technologies
CRM platforms, Marketing automation tools, Salesforce, HubSpot, Asana
Responsibilities
Lead planning sessions to translate business objectives into actionable marketing plans; Develop and manage annual marketing plans aligning with firm goals; Execute end-to-end integrated campaigns across digital, social, content, and events; Manage the Marketing Content Library and capture case studies; Track performance metrics and adjust strategies to optimize outcomes; Partner with internal teams to coordinate deliverables and quality control.
Seniority
Senior, hands-on IC