Marketing Manager

MRA Recruiting Services•Waukesha, WI

22d•Onsite

About The Position

The Marketing Manager supports the firm's marketing and client engagement efforts to enhance brand visibility, strengthen client relationships, and support financial advisors through effective communication and strategic marketing initiatives. This is an on-site position at the firm's office in Waukesha, Wisconsin. The role manages digital marketing activities, develops and edits client-facing content, supports marketing campaigns, researches the wealth management industry, and coordinates events. The Marketing Manager prepares marketing recommendations based on market research and the firm's direction, and monitors campaign effectiveness.

Requirements

Associate's degree in marketing, communications, business, finance, or a related field.
2–3 years of experience in a marketing role.
Strong written and verbal communication skills, including the ability to explain financial topics in clear, client-friendly language.
Excellent organizational skills and the ability to manage multiple projects simultaneously.
Ability to work collaboratively while maintaining attention to detail.

Nice To Haves

Bachelor's degree.
Proficiency with Microsoft Office, including Word, Excel, and PowerPoint.
Experience with design tools such as Canva or Adobe Creative Cloud products.
Familiarity with CRM systems and digital marketing tools.
Two years of experience working in financial services or a regulated industry.
Knowledge of FINRA/SEC compliance considerations for marketing materials.
Experience managing a budget, negotiating contracts, and working with outside vendors.

Responsibilities

Create photography and video, including operating equipment, editing, and directing subjects.
Update website content, advisor biographies, and blog posts.
Support social media scheduling, posting, and engagement monitoring across approved platforms.
Perform email marketing tasks, including segmenting client lists and reviewing emails for compliance.
Draft and edit marketing materials, including newsletters, market updates, email communications, and blog posts, ensuring alignment with compliance standards and firm branding.
Prepare client-facing presentations and investment commentary summaries.
Execute marketing campaigns focused on client education, brand awareness, and lead generation.
Monitor and report on campaign effectiveness, including client engagement and prospect activity metrics.
Research market trends, industry developments, and competitor activity in the wealth management sector.
Compile research insights into clear summaries to support internal strategy and firm communications.
Create annual marketing recommendations based on market research and IAG's direction.
Schedule an annual calendar of events.
Coordinate with venues, caterers, speakers, entertainment providers, and other vendors to arrange event services.
Communicate event information to staff and clients through email, the website, social media, and promotional items.