This Client Marketing role is responsible for ownership and development of go-to-market plans and the execution of strategic campaigns in partnership with Marketing and Distribution colleagues aimed at acquiring, nurturing and converting prospects into Wealth Management clients. This leader will bring an extensive background in performance & digital acquisition marketing and is responsible for developing the acquisition strategy and execution for Marketing to generate qualified leads to wealth advisors and on direct to consumer products (E.g., IRA, self-directed brokerage). By utilizing traditional as well as dynamic methods, such as client segmentation, marketing automation, digital and social methods, they aim to create multi-faceted campaigns that generate high-quality leads for the sales organization across multiple wealth products. This job supervises a team of professional-level employees and sets goals and objectives for team members to ensure the achievement of department results.
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Job Type
Full-time
Career Level
Manager