CMO leading global marketing strategy for Urbanitae, the top digital real estate investment platform in Iberia. Focusing on growth, branding, and customer acquisition for professionals and retail.
About the role
- Client Marketing Director leading RIA marketing initiatives at PGIM. Developing marketing strategies and managing integrated campaigns focused on RIA advisors.
Responsibilities
- Develop and execute a comprehensive marketing strategy tailored to the unique needs of the RIA channel
- Identify opportunities to deepen advisor engagement and accelerate activation efforts through personalized and innovative marketing tactics and campaigns
- Create and manage multi-faceted, integrated marketing campaigns focused on RIA advisors, including audience targeting strategies, campaign and journey development, content creation, campaign execution and measurement
- Collaborate with sales teams to deeply understand selling processes and account nuances, identify lead generation opportunities, and serve as the voice of the RIA advisor to the broader marketing organization
- Establish and maintain close working relationships with Sales and National Accounts teams and transform business partners’ objectives into effective deliverables and outcomes
- Lead client marketing activities in support of ongoing sales activity to help drive engagement (i.e. emails, presentations, etc.)
- Analyze campaign metrics on an ongoing basis to determine campaign success and provide insights based on data and feedback on how to improve future campaigns
- Conduct ongoing competitive research on topics key competitors are focused on and where they are being featured
- Engage with external partners and relevant media outlets to identify marketing opportunities that expand our reach to advisors; manage channel sponsorships and lead generation campaign opportunities
- Develop and manage channel and/or partner-specific content, communications, and events
- Manage the inventory of channel-specific materials to ensure compliance requirements are met, data is current, and messaging is relevant
- Perform all aspects of marketing compliance review and approval processes.
Requirements
- Bachelor’s degree required in a related field
- 5+ years of B2B marketing and/or client marketing experience in financial services; preferably within wealth or asset management
- Demonstrated understanding of financial markets, asset classes and investment products; experience with alternative investments a plus
- Deep understanding of the RIA landscape, including trends, challenges, and opportunities
- Strong analytical mindset with proven ability to interpret complex data sets and translate insights into actionable marketing strategies
- Proven track record in leveraging data-driven audience segmentation to optimize campaign performance and personalize advisor engagement
- Strong ability to prioritize and lead multiple projects at a time under tight deadlines
- Proven track record collaborating across functional teams, building strong relationships with business partners and designing creative solutions
- High degree of professionalism, excellent work ethic and solutions-oriented mindset
- Proficient in Microsoft PowerPoint, Excel and Word
- Experience working with data from Salesforce or other CRM systems.
Benefits
- Market competitive base salaries, with a yearly bonus potential at every level
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave
- 401(k) plan with company match (up to 4%)
- Company-funded pension plan
- Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
- Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
- Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
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