CareerPlan

Vice President, Institutional Channel Marketing Manager (Data & Audience-Led)

Newport Beach, CA USAFull-time2026-07-15 → 2026-11-12
Based in United States

Core

Shape and execute data-driven, audience-first marketing strategies to drive revenue growth and client engagement for U.S. Institutional and Insurance segments.

Role type

Vice President, Institutional Channel Marketing Manager

Builds

Integrated multi-channel marketing programs, audience segmentation frameworks, and lifecycle-based campaigns for fixed income and credit products.

Domain

Asset Management / Financial Services

Required skills

Strategic marketing leadership, analytics fluency, audience segmentation, ABM strategy, full-funnel journey design, performance measurement, MarTech stack management, team leadership, stakeholder influence.

Preferred skills

CAIA or CFA designation, experience with AI and advanced analytics in marketing, deep knowledge of institutional client segments (DB, insurance, consultants).

Technologies

CRM, marketing automation platforms, analytics platforms, dashboards, attribution modeling tools.

Responsibilities

Define segmentation frameworks leveraging firmographic and behavioral data; partner with sales to evolve ABM strategies; establish data-driven operating models and KPIs; lead test-and-learn experimentation; design integrated multi-channel campaigns; mentor high-performing marketing teams.

Seniority

Executive (VP), hands-on IC with team leadership