Responsibilities

• Lead workstreams across marketing strategy, marketing operating model design, marketing operations, performance measurement, and marketing forecasting.
• Develop deliverables for FS clients in WAM, BCM, and INS: target operating models, segmentation, ABM strategies, onboarding journeys, loyalty/retention programs, crosssell frameworks, and marketing performance frameworks.
• Apply emerging approaches such as GEO (Generative Engine Optimization), AI-driven personalization, and agentic marketing in client recommendations.
• Leverage AI tools (e.g., ChatGPT, Microsoft Copilot, Gemini, AI-enabled martech) to accelerate analysis, content generation, journey design, and client deliverables.
• Support B2B (ABM, onboarding), B2C (acquisition, retention, loyalty, cross-sell), and B2B2C (advisors, brokers, distribution partners) engagements.
• Contribute to proposals, points of view, and business development.

Requirements

• Bachelor's degree; MBA or Master's is a plus.
• 3–5 years of experience in marketing consulting, an in-house marketing team, an agency, or a Financial Services marketing function.
• Hands-on experience in at least one FS sub-sector (WAM, BCM, INS) or a strong intent to specialize in FS.
• Working knowledge of modern martech (CDPs, marketing automation, analytics platforms) and emerging trends (AI, GEO).
• Practical experience using AI tools to deliver work products and improve productivity.
• Experience with B2B and/or B2C marketing programs; exposure to B2B2C is a plus.
• Strong structured-thinking, communication, and storytelling skills.
• Willingness to travel 50–80%.

Preferred

• Exposure to ABM platforms, CDPs (e.g., Salesforce, Adobe), and analytics tooling.
• Experience with AI-enabled marketing tools, prompt engineering, or AI agents for marketing use cases.
• Experience contributing to RFPs or proposals.
• Certifications in marketing, analytics, or martech platforms.

Benefits

• The base salary range for this job in all geographic locations in the US is $97,300 to $178,300.
• The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,600.
• Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
• In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Join us in our team-led and leader-enabled hybrid model.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances.
• You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.