Campaign Manager - Raymond James Investment Management

Raymond James • Saint Petersburg, FL

11d • Hybrid

About The Position

At Raymond James Investment Management, marketing supports growth across the U.S. Wealth and Institutional businesses. The Campaign Manager leads the strategy, planning, execution, measurement, and optimization of integrated marketing campaigns that support distribution priorities and business growth. The role translates business objectives into audience-centered programs across digital, content, email, social media, webinars, events, and sales enablement channels, with a focus on engagement, lead generation, pipeline growth, and business impact.

The Campaign Manager is the central coordinator for multi-channel initiatives, partnering with Sales, Product Marketing, Digital Marketing, Marketing Operations, Compliance, Data, Legal, and external vendors. The position manages complex projects and concurrent campaigns, uses marketing technologies and AI-enabled tools, and applies campaign data and audience insights to improve performance. The role also ensures marketing activities meet regulatory and corporate governance requirements and contributes to better campaign processes, reporting, and marketing practices.

Requirements

• Bachelor’s degree in Marketing, Communications, Business, or a related field, and at least five years of experience in integrated marketing, campaign management, demand generation, or channel marketing within asset management, wealth management, financial services, or a similarly regulated industry; or an equivalent combination of experience, education, and/or training approved by Human Resources.
• Knowledge of integrated marketing campaign planning, execution, and measurement across digital, email, social, webinar, event, and content marketing channels.
• Knowledge of U.S. intermediary and institutional distribution channels, including RIAs, broker-dealers, wirehouses, consultants, retirement platforms, and institutional investors.
• Knowledge of marketing automation, lead generation, lead nurturing, customer journey development, and campaign performance optimization.
• Knowledge of Salesforce technologies and AI capabilities, LinkedIn, Seismic, ON24, and related sales and marketing technologies.
• Knowledge of data-driven marketing, audience segmentation, campaign attribution, marketing analytics, and performance reporting.
• Knowledge of AI applications in marketing, including audience targeting, content development, personalization, predictive insights, workflow automation, and campaign optimization.
• Knowledge of financial services marketing compliance and regulatory considerations.
• Project management skills to organize, prioritize, and execute multiple campaigns and initiatives simultaneously.
• Stakeholder management skills to influence and coordinate cross-functional teams in a matrixed environment.
• Strong analytical skills and ability to translate campaign data into actionable business recommendations.
• Marketing technology proficiency, including Salesforce, marketing automation, webinar, and sales enablement platforms.
• Effective written, verbal, and presentation communication skills to convey campaign strategy and results to stakeholders at all levels.
• Ability to leverage AI-powered tools and technologies to improve productivity, campaign effectiveness, and marketing outcomes.
• Strong organizational skills, attention to detail, and commitment to execution excellence.
• Proactive, self-motivated mindset with a strong sense of ownership and accountability.
• Ability to lead campaigns from concept through execution, measurement, reporting, and optimization.
• Ability to serve as project manager and central coordinator across multiple stakeholders and workstreams.
• Ability to balance strategic thinking with hands-on execution and operational excellence.
• Ability to prioritize competing deadlines and adapt to changing business priorities.
• Ability to use technology, data, and AI-driven insights to improve campaign effectiveness and business outcomes.
• Ability to identify opportunities for innovation, process improvement, and increased marketing efficiency.
• Ability to work independently with minimal supervision and contribute effectively within collaborative teams.

Responsibilities

• Lead end-to-end project management and execution of integrated marketing campaigns aligned with intermediary and institutional business priorities.
• Develop campaign plans covering objectives, audience segmentation, messaging, channel strategy, timelines, dependencies, resources, and success metrics.
• Coordinate marketing, sales, product, compliance, data, and operations teams to deliver campaigns on time, within scope, and in line with business goals.
• Manage concurrent campaigns and strategic initiatives, including project plans, marketing calendars, stakeholder communications, and workflows.
• Translate business strategies into campaign briefs and integrated marketing plans that support engagement, lead generation, and sales enablement.
• Partner with Digital Marketing, Creative, and Marketing Operations to execute campaigns across email, web, social media, webinars, thought leadership content, paid media, and events.
• Use Salesforce Financial Services & Sales Cloud, Salesforce Marketing Cloud, Agentforce AI, LinkedIn, Seismic, ON24, and other marketing technologies to deploy, monitor, and optimize campaigns.
• Apply AI-enabled marketing capabilities and emerging technologies to improve planning, segmentation, personalization, content recommendations, automation, testing, and performance analysis.
• Establish campaign measurement frameworks and KPI reporting for engagement, marketing contribution, lead generation, pipeline impact, and return on investment.
• Analyze campaign performance and audience behavior, identify trends, optimize future campaigns, and present actionable insights to marketing and business leadership.
• Partner with distribution teams to ensure campaign insights, leads, and engagement intelligence are used effectively in the sales process.
• Ensure marketing activities comply with regulatory and corporate governance requirements in partnership with Compliance and Legal.
• Improve campaign management processes, project workflows, reporting frameworks, and marketing best practices.

Benefits

• Medical, dental, and vision benefits
• Life insurance
• Critical illness insurance
• Accident insurance
• Disability benefits
• Retirement savings
• Paid time off, including vacation, holidays, and sick leave
• Parental leave
• Additional compensation may include cash or equity, discretionary bonuses, or commissions

What This Job Offers

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