Responsibilities

• Lead channel marketing teams who support the business and have a key role influencing and shaping the future of the channel.
• Represent the audience’s needs, align plans to the brand direction, and understand competitive dynamics to work collaboratively across organizational boundaries to achieve objectives.
• Collaborate with sales channel partners to develop strategic short and long term marketing strategies and plans that address current and future revenue objectives.
• Manage program budgets.
• Evaluate and adjust marketing strategy and plans to meet changing market and competitive conditions.
• Set priorities and manage through people and processes; leverage resources throughout the organization.
• Execute multiple high impact initiatives to achieve sales channel goals.
• Partner with teams in Product Development, Sales, Operations, and other stakeholders to drive and build the company brand, sales profitability, and customer excellence.
• Work with Sales leadership to ensure internal sales team has the tools, training, and incentives needed to effectively sell products and services.
• Own the product launch/release plan and implementation management for new product introductions.

Requirements

• Bachelor’s degree in marketing, business, communications or equivalent experience.
• Ten years of marketing communications, digital marketing, or project management experience in financial services or a related industry.
• Eight years of management experience.
• Broad experience developing and executing marketing strategies for complex projects.
• Thorough understanding of the investment products marketplace and distribution process, including how products are priced, packaged and positioned across various channels.
• Technical acumen to design campaigns that optimize the use of traditional and digital marketing platforms.
• Ability to interpret data and articulate results to diverse audiences.
• Analytical and decision-making skills to identify/prioritize critical issues and interpret data.
• Excellent communication and relationship building skills.

Preferred

• Intermediary or institutional experience.
• Familiarity with content management, workflow and other marketing tools such as CMD, CRM, DAM, Workflow, Salesforce Marketing Cloud, Workfront.
• Experience in change management.
• FINRA Series 7 (for roles supporting mutual funds).

Benefits

• Compensation Benefits:
• - Competitive Pay
• - Bonus for Eligible Employees
• Benefits Package:
• - Pension Plan
• - 401k Match
• - Employee Stock Purchase Plan
• - Tuition Reimbursement
• - Disability Insurance
• - Medical Insurance