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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and executing comprehensive marketing strategies that drive measurable business outcomes, with a strong focus on campaign management, budget oversight, and performance analysis in the financial services sector.
Highest-signal resume keywords
Campaign ManagementMarketing AnalyticsBudget ManagementCustomer SegmentationFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Marketing StrategyCampaign ExecutionPerformance MeasurementTesting AgendasCustomer Acquisition
Soft Skills
CollaborationCommunicationProblem-SolvingAdaptability
Tools & Technologies
CRM PlatformsMarketing Automation ToolsDigital Marketing Channels
Industry Keywords
Financial ServicesWealth ManagementPrivate BankingInvestment ManagementCompliance Review
About the role
Key responsibilities & impact- Serve as day-to-day marketing liaison to Business Leadership for assigned lines of business
- Translate business objectives into actionable marketing strategies with defined success metrics
- Contribute to end-to-end marketing and communications strategy for assigned product lines
- Develop tactical lifecycle marketing plans spanning awareness, acquisition, engagement, and retention
- Define customer segmentation, targeting strategies, and messaging frameworks
- Build integrated campaign plans across digital, direct mail, email, events, and other channels
- Own end-to-end campaign execution and coordinate campaign deliverables
- Lead campaign briefings with Centers of Excellence
- Make real-time campaign optimization decisions
- Manage targeting, messaging, offer structure, creative development, and channel deployment
- Manage campaign operations, troubleshooting, vendor or Project Manager coordination, and quality assurance
- Track and report marketing KPIs and growth objectives
- Manage campaign budgets and contribute to marketing P&L and ROI analysis
- Conduct performance analysis and recommend strategic optimization
- Develop and execute testing agendas
- Partner with Project Managers, Centers of Excellence, Analytics, and Product teams
- Direct creative development while ensuring brand consistency and strategic alignment
- Monitor competitive landscape and industry trends
- Incorporate customer research and behavioral insights into strategy
- Identify opportunities for customer acquisition and portfolio growth
Requirements
What you’ll need- Bachelor's degree in Marketing, Business, or related field
- 5-7+ years of marketing experience with demonstrated execution excellence and strategic impact
- Financial services, wealth management, private banking, or investment management industry experience
- Proven track record of driving measurable business outcomes through marketing and communications strategies
- Experience managing compliance review processes for investment-related marketing content
- Experience with marketing analytics, campaign performance measurement, and ROI analysis
- Strong financial acumen and budget management experience
- Ability to work in fast-paced environment with multiple stakeholders
- Unrestricted work authorization and no requirement for future sponsorship
- Experience with CRM platforms and marketing automation tools
- Familiarity with digital marketing channels and attribution modeling
- Previous experience in an advisor-facing marketing support role
Benefits
Comp & perks- Medical, Dental, Vision Insurance
- 401k, With Matching Contributions
- Time Off Programs
- Health Savings Account (HSA)/Dependent Care
- Employee Banking
- Growth Opportunities
- Tuition Assistance
- Short-Term/Long-Term Disability Insurance
- Competitive salary and work-life balance