Marketing Operations Manager at CX Institutional LLC | Auburn, IN

Marketing Operations Manager

Auburn, IN (On-site)

Salary Not AvailableSenior Level5+ years expFull time

Posted 4 months ago

The other 99% submit and hope. You're about to do something different.

Lead Credent’s Marketing Operations across Wealth Management and Advisor Solutions to drive brand, compliance, and measurable growth.

Must-have: 5+ years of marketing experience in financial services or related field
Standout: Execution-focused, process-driven role with cross-functional collaboration

Execute quarterly strategic objectives set by Marketing Strategy Committee
Maintain brand consistency across Wealth Management and Advisor Solutions businesses
Execute client and advisor-focused marketing programs including collateral, events, and digital campaigns
Implement marketing action plans with measurable objectives and performance metrics
Streamline workflows to enhance productivity and efficiency across the team
Provide recommendations and insights based on internal observations and feedback
Manage content calendar and editorial strategy implementation
Oversee website enhancements that optimize conversion pathways
Support M&A communications and advisor transitions with appropriate messaging
Implement conference and micro-event programs and advisor marketing resources

5+ years Marketing experience in financial services or related field
Bachelor's Degree in Marketing, Communications, or related field or equivalent work experience
Experience with digital marketing platforms, analytics, and email marketing systems
Strong project management skills with ability to prioritize competing demands
Knowledge of compliance requirements in financial services marketing
Experience supporting both retail and B2B marketing initiatives
Exceptional written and verbal communication skills
Proactive work ethic with excellent organizational abilities
Collaborative approach to cross-functional initiatives
Attention to detail and consistent follow-through