Responsibilities

• Be aware and have working knowledge of marketing efforts of other clients and monitor competitor marketing efforts. Draw upon these examples to demonstrate knowledge and offer additional opportunities and suggestions to your clients in a consultative manner.
• Maintain excellent working relationships with internal partner teams. Keep teams informed of all marketing efforts.
• Understand and advocate both our corporate and program specific brands
• Collaborate to research and create content for RFP responses and presentations as necessary. Participate in production and presentations as necessary.
• Lead formal client presentations and internal leadership teams on key marketing initiatives.
• Work collaboratively to create and revise full-year marketing communications plans including budget allocation recommendation.
• Create annual client analysis and marketing year-in-reviews, including studying the data and drawing conclusions about trends and opportunities from a marketing perspective
• Guide creative marketing agency’s execution of the marketing plan tactics within budget parameters.
• Maintain and manage email production process and vendor relationship, including scheduling with vendor, preparing links documentation, reviewing test files, implementing strategic projects, etc.
• Provide web strategy and facilitate web production process including preparing and submitting scope documents, reviewing changes in staging and production environment.

Requirements

• A minimum of 7 years’ experience in financial services/marketing.
• Marketing communications management expertise.
• Strong in managing strategic integrated omni-channel marketing programs is essential.
• Ability to support materials like client presentations, RFPs, creative briefs, and project plans.
• Ability to handle multiple priorities to meet deadlines in a fast-paced, client-service driven environment.
• Highly motivated, problem solver, resourceful, with the ability to interact effectively with cross-functional teams.
• Self-starter who is proactive and can work independently.
• Strong communication skills required to work effectively with internal and external clients and with all levels of management.
• Strong analytical skills with proven ability to demonstrate interpretation capabilities and apply learnings across products and channels.
• Excellent verbal and written communication skills; and strong presentation skills.

Preferred

• Client management experience highly desired
• Investment product knowledge preferred

Benefits

• 401(k) match
• Medical
• Dental
• Vision
• Paid-Time-Off
• etc.