Marketing Project Manager: Financial Services

USA (On-site)

Salary Not AvailableMid Level5+ years expFull time

Posted 3 months ago

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Job Summary

Lead multichannel B2B marketing campaigns in financial services to drive pipeline and revenue.

  • Own end-to-end campaigns from teaser to final follow-up and ensure a cohesive customer journey.
  • Must-have: 5–7 years of B2B FS marketing with a portfolio of multichannel campaigns in a large, complex organization.
  • Standout: Experience navigating regulated environments and cross-functional, enterprise-scale planning.

Job Description

Responsibilities

  • Build end-to-end campaigns from the first teaser to the final follow-up, ensuring every step makes sense for the customer.
  • Turn strategy into action across social, paid media, email, web, and events.
  • Create simple plans that show how different tactics work together as one cohesive journey (think: campaign on a page).
  • Lead demand gen and event efforts that focus on driving real pipeline growth, not just doing an event.
  • Be the bridge between teams by working closely with our social, web, and comms specialists early in the process to keep everyone aligned.
  • Keep things organized by managing the campaign calendar and ensuring marketing briefs are clear and complete before work begins.
  • Draft internal playbooks so our partners know exactly what is launching, when it’s happening, and how to help share it.
  • Set and track clear goals like lead generation and engagement to prove the campaign is working.
  • Look at the data and tell the story instead of just reporting numbers; you explain what they mean and how to do better next time.
  • Think commercially by understanding who our audience is and what outcome we’re trying to drive for the business.

Requirements

  • 5-7 years of B2B marketing experience in the Financial Services space (Banking, Private Equity, or Insurance) is required.
  • A portfolio of multichannel campaigns you’ve actually built and managed in a large, complex organization.
  • The ability to lead the marketing strategy while collaborating with project management partners who handle the tactical tracking.
  • Experience in enterprise environments has taught you how to navigate a regulated industry and get things done.
  • Efficiency with tools like Workfront for workflow and Salesforce for tracking.
  • You are a structured thinker who stays calm when things get busy and knows how to push a project forward.

Benefits

  • Full employee benefits package includes 100% Liaison-paid medical and dental insurance
  • Paid vacation/sick and holiday leave
  • 401k program with company matching
  • Liaison-paid Short- and long-term disability insurance
  • Paid group term life insurance
  • Optional supplemental insurance and life coverage
  • Optional Pet Insurance
  • Bright Wellness Program
  • Those enrolled in our medical plan get free access to an Employee Assistance Program.
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Liaison Creative + Marketing

We aren’t a traditional marketing agency, but we’ve partnered with some to execute their marketing strategies and bring their ideas to life on behalf of our enterprise-marketing clients. And we’re not a temp staffing company either, though we’re sometimes confused for one.We’re a hybrid – a new kind of creative marketing firm whose employees and contractors often work onsite at our clients’ offices. Or maybe they work remotely. Or maybe a mix of both. It’s different for every client we serve.If you are looking for an agency that can adapt to meet your special needs, you’ve found the right shop. Whether it’s a full-service creative team working onsite at your offices or one-off marcom project support, Liaison can help.At our core, Liaison is about solving problems. Whether it’s the immediate problem of a rapidly approaching deadline or the larger challenge of how to produce marcom collateral quickly and cost-effectively, we want to help. We bring a specialized set of tools – our unique service offerings and desire to serve – to every job.

Founded in 1991
Austin, Texas, USA
119 employees (55 in marketing)

Traffic Signals

Monthly Visitors
21
Traffic Source Mix
Search
27%
Direct
52.1%
Referral
7%
Social
12.4%
Paid
1.3%

Headcount Trend

Current headcount: ~119

Marketing Team

Marketing Team Size
36 (30% of company)
Median Career Experience
18 years
Median Tenure
3 years