Responsibilities

• Support and help execute the overall marketing strategy for Wealth Marketing, contributing to measurable business results at the department level
• Coordinate across marketing functional areas — including brand, acquisition, digital, content, events, and analytics — to help put plans into action and track progress against defined goals
• Contribute to the development of the audience strategy for Wealth Marketing by working collaboratively with business, distribution, product, analytics, and research partners
• Support the build-out of engagement programs that reflect the Wealth brand promise, audience strategy, and go-to-market approach
• Collaborate with marketing and business partners to help define and document client journeys spanning acquisition, engagement, and retention
• Partner with marketing leaders and analytics to help define departmental KPIs and measurement frameworks aligned to business goals
• Support annual planning processes, including maintaining the campaign calendar and tracking budget utilization against priorities
• Build and maintain effective working relationships with marketing leaders, business stakeholders, and distribution partners to facilitate coordination and execution

Requirements

• University (Degree) Preferred
• 5+ Years Required; 7+ Years Preferred
• Physical Requirements: Sedentary Work
• 8IC Career Level
• 5 + years of marketing, strategy and/or financial services required
• 7+ years of experience in marketing, strategy, and / or financial services
• Bachelor's degree in Marketing, Business, Analytics, or related field
• Deep understanding of B2C and digital marketing and marketing as driver of growth
• Deep understanding in financial services and wealth management preferred
• Proactive, “roll up your sleeves” problem solver who is energetic to build new marketing capabilities

Preferred

• 7+ years of experience in marketing, strategy, and / or financial services
• Bachelor’s degree in Marketing, Business, Analytics, or related field
• Deep understanding of B2C and digital marketing and marketing as driver of growth
• Deep understanding in financial services and wealth management preferred
• Proactive, “roll up your sleeves” problem solver who is energetic to build new marketing capabilities
• Strong analytical skills with ability to translate data into actionable insights and strategic recommendations
• Exceptional project management skills with demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Outstanding communication and presentation skills, with ability to influence and inspire stakeholders at all levels
• Experience with marketing technology platforms, CRM systems, and enablement tools