Responsibilities

• Lead and scale client acquisition marketing efforts to drive measurable growth and qualified prospect engagement.
• Translate enterprise strategy into actionable marketing plans that deliver strong ROI and AUM impact.
• Partner cross-functionally to optimize campaign performance, enhance lead quality, and ensure operational excellence across acquisition channels.
• Analyze performance data to generate insights, inform decisions, and drive continuous improvement.
• Develop clear, executive-ready communications that align stakeholders and support strategic outcomes.
• Campaign Strategy & Execution: Lead and coordinate multi-channel client acquisition campaigns to drive growth.
• Align campaign execution with broader business objectives and enterprise strategy.
• Ensure high-quality deliverables by reviewing and approving marketing assets prior to deployment.
• Performance Management & Optimization: Analyze campaign performance data to identify trends, risks, and opportunities.
• Optimize paid media performance and channel investment to maximize ROI and AUM impact.
• Use testing, feedback, and analytics to drive continuous improvement.
• Budget & Partner Management: Manage campaign budgets, forecasts, and investment strategies to ensure disciplined spending.
• Oversee paid media and aggregator partner performance, including onboarding, optimization, and expansion.
• Resolve operational issues such as refunds and support geographic targeting strategies.
• Cross-Functional Collaboration: Partner with internal teams, including contact center, data, and technology partners, to ensure effective lead flow, routing, and qualification standards.
• Support training, onboarding, and enablement efforts for new partners and campaigns.
• Business Reviews & Reporting: Lead preparation and analysis for Weekly and Monthly Business Reviews (WBRs/MBRs).
• Translate performance data into clear insights, recommendations, and action plans.
• Develop executive-ready presentations to communicate strategy, performance, and value.
• Operational Excellence & Process Improvement: Design and implement scalable processes to support campaign execution and partner management is provided; Navigate ambiguity while providing clear direction and accountability. Leverage project management tools to manage workflows and timelines effectively.