Marketing Manager developing integrated campaigns for institutional client credit products. Collaborating cross-functionally to enhance marketing effectiveness in financial services.
Responsibilities
Develop and manage fixed income focused content, communications, and initiatives to support institutional sales activity and help drive engagement.
Manage multi-faceted, integrated marketing campaigns from end to end, including content creations, journey development, production/execution, and measurement.
Collaborate with institutional client group to deeply understand selling processes and account nuances, identify lead generation opportunities, and serve as intermediary to the broader marketing organization.
Establish and maintain relationships with internal functional areas and develop marketing strategies to help meet collective goals.
Analyze marketing metrics on an ongoing basis to determine performance and use findings to optimize future initiatives.
Conduct competitive research on topics key competitors are focused on.
Perform all aspects of marketing legal and compliance review and firm approval process.
Manage inventory of firm-specific literature to ensure compliance requirements are met, data is current, and messaging is relevant.
Requirements
5+ years of B2B marketing experience in financial services or asset management; fixed income experience a plus.
Strong understanding of financial markets, asset classes, and investment products.
Data driven mindset; proven aptitude for financial data.
Strong writing skills to support the creation of scripts, summaries, outlines, etc.
Strong sense of brand guidelines and visual harmony.
Ability to learn and navigate systems, including Salesforce.
Proficient in Microsoft Excel, PowerPoint, and Word.
Self-starter with a ability to collaborate and remain organized.
Experience successfully prioritizing and leading multiple projects at a time, under tight deadlines.
MBA or FINRA Series 6 or 7 a plus.
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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