Salary
💰 $127,000 - $225,000 per year
About the role
- Develop and implement a comprehensive marketing strategy for the wealth intermediary, bank and broker-dealer segments, aligning with the firm’s overall business goals
- Collaborate with executive leadership, product, sales, and relationship teams to develop a unified go-to-market approach
- Lead development of tailored messaging and value propositions that resonate with different constituents within the segment
- Measure and analyze the effectiveness of marketing campaigns, using data-driven insights to refine strategies and optimize ROI
- Establish and enhance the firm’s brand presence in the wealth intermediary, bank and broker-dealer market through white papers, webinars, industry reports, and case studies
- Cultivate relationships with industry organizations, publications, and conferences to showcase the firm’s expertise
- Lead, build, and motivate teams; operate as a senior leader driving strategic marketing initiatives
Requirements
- 12+ years of client marketing
- Experience with B2B and B2B2C marketing programs
- Highly analytical mindset and attention to key metrics
- Ability to run experiments and continuous testing in order to optimize performance
- Agile approach to growth marketing and the ability to punch through ambiguity
- Overall track record of professional and academic success
- Experience in building, leading and motivating teams while collaborating in a matrixed organization
- Deep understanding of financial advisors, RIAs, multi-family offices, wire houses, multinational and regional banks, and broker-dealers
- Strong leadership capabilities and proven track record in developing and executing targeted marketing strategies that drive growth, client acquisition, and retention