Associate, Marketing Strategy – Wealth Management Marketing

New York City, NY (On-site)

$90K/yr – $145K/yrEntry Level3+ years expFull time

Posted 5 weeks ago

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Job Summary

Own cross-channel customer acquisition for digital investing products, turning data into testable growth bets and clear ROI scenarios for senior leadership.

  • Growth Execution: Build and run acquisition campaigns aligned to business goals and customer needs across digital touchpoints.
  • Test & Learn: Turn fuzzy problems into hypotheses and roadmaps with A/B tests, channel experiments, and funnel optimization.
  • Storytelling & ROI: Translate analysis into concise updates and business cases for senior stakeholders with clear impact and investment rationale.

Job Description

  • Develop and execute customer acquisition strategies and campaigns for our digital investing/advice offerings, aligned to business goals and customer needs
  • Partner with Product, Product Marketing, Analytics, Finance, and Creative teams to shape and deliver cross-functional growth initiatives
  • Structure ambiguous business problems into hypotheses and design test-and-learn roadmaps (e.g., A/B testing, channel experimentation, funnel optimization)
  • Manage performance measurement and reporting, including budget stewardship, KPI tracking, and post-campaign readouts
  • Analyze customer behavior, acquisition funnels, market dynamics, and program results to identify opportunities and recommend optimizations
  • Support seamless and consistent customer experiences across digital and in-branch touchpoints, in partnership with channel and experience owners
  • Build business cases for new growth programs, including sizing, ROI expectations, and investment rationale
  • Prepare and deliver clear, concise updates and recommendations to senior stakeholders, translating complex analysis into actionable narratives

Marketing Team

Marketing Roles Posted (Last 30 Days)
47