Job Description

Responsibilities:

• Contribute to the creation and implementation of forward-thinking marketing strategies that support business goals and enhance the company’s industry leadership.
• Assist in designing and executing marketing initiatives aimed at increasing awareness and adoption of our services while fostering meaningful connections with clients and prospects.
• Track and analyze key marketing performance indicators to evaluate effectiveness and refine future campaigns.
• Work closely with internal teams and external partners to collect insights on products, distribution channels, and competitors to inform strategies that drive market share growth.
• Stay up to date on industry trends, competitor offerings, and audience engagement patterns to help shape marketing decisions.
• Support the development of targeted marketing outreach, using various channels such as product marketing, thought leadership, digital campaigns, email, social media, events, PR, and paid advertising.
• Assist in managing budgets and internal resources efficiently, focusing on high-impact activities.
• Leverage data-driven insights to refine marketing strategies, report progress, and provide recommendations to internal stakeholders.
• Collaborate with PR and corporate communications teams to ensure consistent messaging across all channels and timely execution of campaigns.

Qualifications:

• Bachelor’s degree required.
• Must have marketing experience within financial services.
• A minimum of 5 years of relevant experience.
• Experience in U.S. wealth management is highly preferred.
• Asset management experience is a plus if wealth management experience is not available.
• Prior experience in intermediary marketing is necessary.
• Well-rounded marketing background preferred, including experience beyond social media—such as events, paid media, public relations, and campaign execution.
• Strong project management skills with the ability to organize, strategize, and align stakeholders to keep projects moving forward efficiently.

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