Marketing Specialist

About the role

Axos Clearing seeks a Segment Marketing Specialist to accelerate funnel-filling efforts benefiting the Clearing division. Reporting to the VP of Segment Strategy, this role collaborates closely with business stakeholders, marketing partners, and other functions.

Responsibilities

• Project management in Workfront, overseeing campaigns and fulfilling business partner requests.
• Ensuring ongoing communication with business partners on project progress, updates, and performance.
• Collaborate with stakeholders to align marketing efforts with overall business strategy.
• Oversee marketing material development, campaign management, and performance tracking with the support of shared services.
• Manage relationships with external partners and vendors.
• Analyze market trends and client insights to inform marketing strategies.
• Develop and manage lead generation, brand awareness, and nurture programs.
• Measure and report on the effectiveness of marketing campaigns.
• Stay updated with industry trends and best practices, aiming to improve marketing quality results.
• Coordinate content, messaging, design, and tracking across various marketing channels.
• Conduct special projects and other business or marketing support as necessary.

Qualifications

• Bachelor’s degree in marketing, business administration, or a related field.
• 3+ years of marketing experience, including project management or in custodial/advisor services.
• Strong project management skills, especially with Workfront.
• Excellent communication and interpersonal skills, able to interact with business executives.
• Demonstrated self-starter with the ability to manage multiple projects and processes.
• Highly organized, analytical, and detail-oriented with the ability to prioritize work demands and adapt to changing priorities.
• Experience with CRM and marketing automation tools like Salesforce, Salesforce Marketing Cloud, and Interaction Studio.
• Experience developing and deploying account-based marketing strategies.
• Efficient in Microsoft Office (Excel, Word, Outlook, PowerPoint, Visio).