Responsibilities

• Manage outbound email marketing campaigns, both organic and paid
• Own the email marketing tech stack, including product evaluation, selection, and ongoing management
• Manage a regular reporting cadence, sharing insights and ideas for improving performance and testing new tactics
• Work with outside vendors including third party list services and media properties
• Create & maintain documentation to reflect email processes and systems
• Own the team email calendar, managing frequency of mailing to different parties
• Collaborate with a cross-functional team, working with other members of the marketing and design teams to ensure high quality campaigns that are on message and brand
• Coordinate with the sales team to strategize on best ways to target leads, ensure sales follow-up, and circle back on the quality of leads delivered from campaigns and share ideas for improvement
• Support as needed on LI posts, paid and organic, in conjunction with PR and content team

Requirements

• Bachelor’s degree
• 5+ years marketing experience
• 2+ years of email marketing experience
• Fingerprinted person under FINRA background check requirement (pass fingerprint background check)
• For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information

Preferred

• Financial services experience preferred. Wealth management, lending, or insurance experience a bonus
• Experience with Hubspot strongly preferred. Knowledge of SendGrid or other solutions a plus
• Conversant with HTML, able to troubleshoot as needed
• BI/Excel and basic presentation skills

Benefits

• Paid Time Off
• Health & Well-Being
• Financial Well-Being
• Taking Care
• Giving Back
• Commuter Benefits