Financial Planning and Analysis

• The Marketing Lead helps plan, execute, and optimize B2B marketing programs that drive growth in the firm’s Financial Services sector, across the commercial and public sectors.
• Develop integrated digital marketing campaigns and programs that generate and nurture leads, and drive sales, with a focus on paid LinkedIn and paid search.
• Provide strategic and creative input for development of a wide range of communications including ads, short-and long-form thought leadership pieces, videos, webinars, podcasts, etc.
• Proactively collect, track, and report marketing program ROI, modulating as required for different internal audiences (marketing team, executive leadership, sales, etc.).
• Contribute to the Financial Services organic LinkedIn showcase page.
• Write, edit, and calendar social posts, in partnership with our content team.
• Manage segment and solution-specific updates on the firm’s internal and external websites (including drafting and editing content).
• Stay abreast of relevant marketing trends and technologies that can make our programs more effective and efficient.
• Monitor and report on the competitive consulting landscape, as well as trends and issues of interest to our financial services clients.

Marketing Campaigns Lead – Financial Services

Principal Financial Analyst

Manager, Financial Analysis

Principal Finance Associate, Card External Planning – Analysis

Director, Financial Due Diligence

Branch Manager