Senior Associate Director, Marketing Automation

GWP•Denver, CO

14h•Hybrid

About The Position

This role supports the North American Client Group Marketing department by implementing email and marketing automation campaigns that focus on client acquisition, retention, and share of wallet. This role requires a data-driven mindset, robust knowledge of email marketing and marketing automation tactics (specifically Pardot and Salesforce), and a rich understanding of the financial advisor and institutional investor sales process and client journey. This role requires a high level of detail and precision with a mindset of constant improvement and optimization. Identify, develop, and execute initiatives that elevate our email program to best in class standards and enhance the client and prospect experience. Work with marketing partners, stakeholders, and manager to strategize and build robust client and prospect multitouch experiences that facilitate retention, share of wallet, and net new clients. Act as an email design/development SME: Be able to identify email design and rendering issues and make recommendations for improvements and fixes Create new email templates based on email development best practices and internal brand standards Consistently stay up to date on email and marketing automation best practices while bringing new ideas to the team Work within Pardot day to day to execute email campaigns and drip journeys for the Institutional and Intermediary channels. Contribute to our analytics and testing strategy. Support reporting on email metrics on a regular cadence and make recommendations for testing and optimization. Be a Pardot subject matter expert: understand the inner workings of Pardot and how it relates to our customer acquisition and retention strategy. Help maintain best practices for Pardot, including naming conventions, list management, lead flow, segmentation, syncing behavior, and user management. Create and manage segmented lists based on client personas, digital behavior, and demographic data. Act as an Engage subject matter expert and implement training, reporting, and optimization. Develop landing pages and forms that adhere to branding, design, and UX best practices. Act autonomously on most decisions; guidance is required for more complex judgments. Be a team player and easy to work with. Carry out additional duties as assigned.

Requirements

Knowledge of financial markets and an understanding of the intermediary and institutional sales process
Experience developing multi-touch drip journeys for all client lifecycles
Ability to prioritize and handle multiple projects simultaneously, perform in a fast-paced environment, with tight time frames, all while maintaining utmost attention to detail and accuracy
Results driven individual with ability to act tactically while thinking strategically
Ability to leverage data to extract insights that inform ROI and drive campaign optimization
Ability to identify areas for improvement across all areas of work
Ability to strategically execute on new ideas and initiatives without the need for oversight
Proficiency in email design, UX, and visual hierarchy principles
Advanced knowledge of HTML, CSS, and email development, with several years’ experience in email-specific coding and troubleshooting inbox rendering issues
Working knowledge of Photoshop, Illustrator, and Dreamweaver
5+ years of Pardot experience. Pardot Consultant certification required
4+ years Salesforce experience required
2+ years experience in the investment management or wealth management industry
Knowledge of financial markets, financial markets function and the impact of economic figures and national/regional/global events on markets
Understanding of issues relating to market abuse and anti-money laundering

Nice To Haves

Experience writing copy for the financial advisor demographic
Working knowledge of Git (Azure Dev-Ops or GitHub)

Responsibilities

Identify, develop, and execute initiatives that elevate our email program to best in class standards and enhance the client and prospect experience.
Work with marketing partners, stakeholders, and manager to strategize and build robust client and prospect multitouch experiences that facilitate retention, share of wallet, and net new clients.
Act as an email design/development SME: Be able to identify email design and rendering issues and make recommendations for improvements and fixes
Create new email templates based on email development best practices and internal brand standards
Consistently stay up to date on email and marketing automation best practices while bringing new ideas to the team
Work within Pardot day to day to execute email campaigns and drip journeys for the Institutional and Intermediary channels.
Contribute to our analytics and testing strategy.
Support reporting on email metrics on a regular cadence and make recommendations for testing and optimization.
Be a Pardot subject matter expert: understand the inner workings of Pardot and how it relates to our customer acquisition and retention strategy.
Help maintain best practices for Pardot, including naming conventions, list management, lead flow, segmentation, syncing behavior, and user management.
Create and manage segmented lists based on client personas, digital behavior, and demographic data.
Act as an Engage subject matter expert and implement training, reporting, and optimization.
Develop landing pages and forms that adhere to branding, design, and UX best practices.
Act autonomously on most decisions; guidance is required for more complex judgments.
Be a team player and easy to work with.
Carry out additional duties as assigned.

Benefits

Hybrid working and reasonable accommodations
Generous Holiday policies
Excellent Health and Wellbeing benefits including corporate membership to Wellhub
Paid volunteer time to step away from your desk and into the community
Support to grow through professional development courses, tuition/qualification reimbursement and more
Maternal/paternal leave benefits and family services
Unique employee events and programs including a 14er challenge
Complimentary beverages, snacks and all employee Happy Hours
Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
competitive compensation
pension/retirement plans
various health, wellbeing and lifestyle benefits