Asset & Wealth Management, Communications Operations, Analyst - Richardson, TX

Responsibilities

The ideal candidate will support the execution & testing of all Marketing, Servicing and Regulatory communications for the Marcus Savings business. The candidate will be responsible for the operations and deployment of new customer communications (direct mail, email, InApp, Banners, Push) and monitor delivery and enhancement of existing communications in a timely and accurate manner.

• Interpret communication requirements, set up workflows and segmentation lists, HTML edits for emails, rigorous campaign testing for accuracy, and work with stakeholder teams to ensure there’s input and alignment.
• Work with external vendors embedded in our processes to support communication deployment.
• Review existing deployment processes, frequent auditing of comms and SOPs, and identify areas to improve speed to market or reduce operational risk, partnering closely with Business Controls teams.
• Be a critical thinker and problem solver, possessing the ability to look thoughtfully at communications and understand the impact decisions will have on the customer's experience with our products.

Qualifications

• Must have strong SQL skills – Certification is a plus
• 1+ years’ work experience (Financial Services, Consumer / Retail Banking experience a plus)
• 1+ years’ experience with communication automation tools and/or CRM systems (Braze, Adobe Campaign a plus)
• Proficiency in Alteryx, Excel, HTML, Jira, Gitlab
• Comms auditing/validation automation and AI enablement across the operations
• Experience collaborating cross-functionally to support business goals and requirements is a plus
• Strong quantitative and data analytical skills to monitor and identify trends or risks
• Aptitude to manage multiple tasks by demonstrating project planning, project management, organization, and time management skills and strong attention to detail
• Proven record of building and adhering to processes to ensure efficiency
• Manage third party vendors for deployment of communication and account fulfillment activities