Support the development and implementation of marketing operations strategies and processes.
Assist in identifying opportunities to improve marketing performance and operational efficiency.
Collaborate with cross-functional teams including sales, compliance, risk, technology, finance, and analytics.
Contribute to the optimization of key workflows and systems to support scalability.
Assist with business continuity planning and support audits and risk assessments.
Help maintain marketing workflows, policies, and procedures in compliance with regulatory standards.
Monitor industry trends and regulatory changes impacting marketing and advertising.
Support the development of dashboards and reports to track marketing effectiveness and customer insights.
Use data to inform prioritization and contribute to strategic recommendations.
Assist in managing customer journey initiatives and customer excellence programs.
Contribute to strategic planning and reporting efforts, including pitch book development.
Support budget tracking and forecasting under the guidance of senior leadership.
Provide mentorship and guidance to junior team members as assigned.

Requirements

Bachelor’s degree in Business, Marketing, or related field.
Minimum of 5-7 years in the financial services industry, preferably in a marketing operations or project management role.
5+ years supporting integrated marketing and PR programs, including budget oversight.
Strong organizational and analytical skills with the ability to manage multiple projects and meet deadlines.
Familiarity with marketing operations across digital and traditional channels (web, mobile, social, email, direct mail).
Working knowledge of marketing and sales technology platforms including Adobe, Tableau, and Salesforce.
Experience supporting organizational change and agile methodologies preferred.
Ability to translate data into actionable insights and support decision-making.
Understanding of the regulatory landscape impacting financial services marketing and advertising.
Effective communicator with strong collaboration and influencing skills across teams.
Proficient in Microsoft Office applications with a willingness to innovate, learn, and grow.

Benefits

Health insurance
Retirement plans
Flexible work arrangements
Professional development
Paid time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

marketing operationsbudget oversightdata analysisproject managementcustomer journey managementstrategic planningreportingauditsrisk assessmentsworkflow optimization

Soft Skills

organizational skillsanalytical skillscollaborationinfluencing skillscommunicationmentorshipstrategic thinkingadaptabilitytime managementproblem-solving