Advisor Engagement & Events Manager

City National Bank • New York, NY

11d • Onsite

About The Position

This position is responsible for identifying, developing and delivering marketing programs that deepen engagement with independent financial advisors and clients. This is an exciting opportunity to join a vibrant team dedicated to creating sales-driven events and impactful marketing strategies.

Requirements

• Bachelor's Degree or equivalent
• 3-5 years marketing strategy or event marketing in financial services, preferably within investment management.
• Proficiency in Microsoft Office applications (PowerPoint, Excel)
• Ability to travel up to 20% of the time

Nice To Haves

• Bachelor’s Degree
• 4-6 years marketing or event marketing in financial services, preferably within investment management.
• Proven experience in marketing, event planning, or a related role.
• Understanding of economics, financial and investment concepts and terms; can apply them thoughtfully to marketing strategies
• Proficiency in Salesforce and other CRM systems.
• Proficiency in Marketing Automation Software (e.g. Pardot)
• Strong organizational skills and attention to detail
• Strong interpersonal and communication skills, can network and build key relationships
• Ability to work independently and multi-task multiple time sensitive projects

Responsibilities

• Support in the development of strategic marketing programs to deepen / grow financial advisor relationships and AUM.
• Identify key segments and needs to tailor programs based on distinct personas.
• Manage strategic marketing projects and events end-to-end, working cross-functionally with strategy, marketing, sales, portfolio managers, and external advisors to share concepts, collect and incorporate feedback that maximizes successful implementation of strategic ideas.
• Manage planning, organizing, and executing successful marketing events that align with the firm’s strategic goals
• Work cross-functionally to create customized presentations for specific meetings and events within RBC Rochdale
• Design and create a wide variety of customized, professional-quality marketing materials for specific events
• Plan and execute initiatives to reach the target audience through appropriate channels (social media, video, email marketing, advertising, etc.)
• Determine, track, and report key KPIs for each specific program developed.
• Conduct market research and to identify new opportunities and trends.
• Work with compliance team to finalize and ensure marketing materials, proposals, and communications meet all regulatory requirements.
• Other marketing-related duties as needed.

Benefits

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level