Responsibilities

• Build and execute a thought leadership campaign pipeline that delivers timely, relevant content to Wealth Management clients, informed by data and insights.
• Uncover new opportunities to reach clients with content and messaging in key moments that builds trust, drives engagement, and a lasting relationship.
• Serve as the primary marketing connection with relevant partners across the organization responsible for events, outreach, research, etc.
• Champion innovation and personalization by building a culture of experimentation and introducing test-and-learn approaches. Leveraging automation to deliver personalized campaigns in key client moments.
• Foster partnership with stakeholders and deliver executive-ready materials that articulate marketing strategy, performance, and value to senior stakeholders.

Requirements

• Minimum five years related work experience, two years of marketing experience.
• Understanding of the Wealth Management industry.
• Undergraduate degree in Marketing or equivalent experience required.

Preferred

• Graduate degree preferred.