About The Position

The Marketing Data & Insights lead serves as a foundational pillar of the Asset Management marketing organization, enabling the team to scale its commercial impact through digital channels and data-driven decision-making. As we evolve our go-to-market strategy, embedding dedicated data and insights capability is essential infrastructure, not optional support. This role is on the Digital team and acts as the connective tissue to transform marketing into a measurable commercial engine.

Requirements

  • 7-10+ years of experience in data, analytics, or growth marketing, preferably within Asset Management or broader Financial Services.
  • Advanced expertise in marketing technology (MarTech) stacks, including CRM (Salesforce), Marketing Automation (Marketo/Pardot), and web analytics (Adobe Analytics/Google Analytics).
  • Proven ability to translate complex datasets into actionable insights and commercial strategies.
  • Demonstrated success in building attribution models (multi-touch, first-touch, etc.) and managing performance-based marketing budgets.
  • Exceptional ability to articulate the "story" behind the data to senior stakeholders, moving beyond metrics to business impact.
  • Bachelor’s degree in Marketing, Data Science, Economics, or a related field.

Nice To Haves

  • MBA or advanced degree is a plus.
  • Experience with SQL, Python, or Tableau/PowerBI is highly preferred.

Responsibilities

  • Develop and execute plans to bring together client data streams that enable us to derive insights and analytics-driven targeting to expand our client base and drive measurable asset growth across Third Party Wealth (TPW) and Institutional audiences.
  • Leverage data to build and refine segmentation frameworks to use in commercial campaigns and measurement for evaluating impact.
  • Establish real-time campaign analytics to demonstrate marketing-sourced pipeline and commercial impact, providing the transparency required for confident resource allocation.
  • Support the optimization of the digital marketing stack to ensure seamless data flow between marketing automation platforms, CRM systems, and analytics dashboards.
  • Partner closely with Sales, Sales Enablement, Product, and Engineering teams to align digital initiatives with broader business objectives and client needs.
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