Senior Associate, Channel Marketing

Responsibilities

• Organize the development of firm-level strategic campaigns with the Global Client Group, Investment Services Group, Research, and Corporate Communications to support the firm’s strategic growth drivers.
• Design strategy and messaging to market to clients, prospects, and investors.
• Cook up with the channel content marketing team to align the My Dimensional client site, emails, and LinkedIn promotions with overall campaign strategy and firm key initiatives.
• Use campaign analytics to inform future messaging and marketing approaches and evaluate which activities successfully move prospects through the funnel to become clients.
• Cook up with channel marketing peers to get GCG channel input for execution and feedback.
• Partner with the creative team and project management to effectively develop content for integrated marketing campaigns.
• Stay abreast of financial industry developments and marketplace opportunities/challenges to inform strategy and contribute to benchmarking.
• Measure engagement and continually seek to enhance the effectiveness of our sales and marketing strategy.
• Work with legal and compliance for campaign content review and audience segmentation as necessary.

Qualifications

• 5+ years of marketing or sales experience in the financial services industry, working with senior executives in a global business environment.
• Strategically minded and self-motivated with the ability to manage campaign development from ideation to execution.
• Proactive with proven track record of implementing multichannel sales and marketing strategies through intermediary distribution channels, specifically broker dealer, RIAs, enterprise, and independent advisors.
• Thorough knowledge of the rules of engagement when coordinating marketing initiatives with wire houses and broker dealers.
• Experience with an asset management firm, ETF provider, broker dealer, or large RIA preferred.
• Excellent written and verbal communication skills.
• Outstanding organizational and interpersonal skills, including the ability to quickly build trust and influence, and to collaborate effectively with and across teams to achieve the best results.
• Adept at juggling numerous projects and managing multiple stakeholders while meeting deadlines and maintaining attention to detail.
• Ability to analyze metrics and present information in a meaningful way.
• A bachelor’s degree in finance, Communications, Marketing, Journalism or related field.

Benefits

• Comprehensive benefits
• Educational initiatives
• Special celebrations of our history, culture, and growth.