Marketing Strategy Manager CNR

City National Bank • New York, NY

83d • $87,027 - $138,965

About The Position

This position is responsible for identifying, developing and delivering marketing programs that deepen engagement with financial advisors and clients.

Requirements

• Bachelor's Degree or equivalent.
• 5 years marketing strategy in financial services, preferably within investment management.
• 5 years of MS Office suite with specific emphasis on Excel and PowerPoint.

Nice To Haves

• Bachelor’s Degree.
• 6-8 years marketing strategy in financial services, preferably within investment management.
• 6-8 years of MS Office suite with specific emphasis on Excel and PowerPoint.
• Understanding of economics, financial and investment concepts and terms; can apply them thoughtfully to marketing strategies.
• Salesforce and Pardot experience preferred.
• Project management skills.
• Strong interpersonal and communication skills, can network and build key relationships.
• Ability to multi-task time sensitive projects.

Responsibilities

• Aid in the development of strategic marketing programs to deepen / grow relationships and AUM.
• Identify key segments and needs to tailor programs based on distinct personas.
• Manage strategic marketing projects 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.
• Develop implementation plans and work with cross-functional departments to oversee seamless execution.
• Update and edit proposals and presentations using marketing resource materials.
• Work cross-functionally to create customized presentations for specific meetings and events within CNR and CNB.
• Lead promotion and support of new and existing products, change to offerings.
• Design and create a wide variety of customized, professional-quality marketing materials.
• 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.
• Develop compelling visual presentations that convey complex concepts in easily understood fashion.
• Develop deep understanding of City National Rochdale's investment capabilities and strategic marketing initiatives.
• Identify opportunities by tracking industry trends and competitor intelligence to build a strong understanding of our offering.
• 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
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees