You’re customer obsessed and thrive in a fast-paced environment with a start-up feel, but benefit from the resources and strong brand reputation of a large stable company. You're looking for are a highly-collaborative team with an entrepreneurial spirit. The mission? Empower Wealth Management clients to achieve their goals-- fostering loyalty, expanding share of wallet, and ensuring satisfaction by making investing accessible and supporting clients throughout their investing journey.

As a Senior Associate of Client Engagement Marketing Strategy, on the Wealth Management Client Engagement marketing team, you will help drive ongoing engagement with existing clients. You will curate thoughtful and strategic multi-channel touch points rooted in insights. Your team mentality will help you build strong partnerships across the organization, yet you have a proactive and innovative mindset that will shine as you navigate challenges and seizing opportunities to break new ground. You are driven by curiosity and have a passion for continuous improvement, with a proven track record of delivering results. 

Job Responsibilities

Develop and implement ongoing lifecycle triggers, engaging with clients during the most critical moments  Optimize how to engage with clients digital on an ongoing basis Uncover new insights and hypothesis to test and iterate on existing strategies  Collaborate closely with the Communications team to effectively engage clients during periods of market volatility or significant market events Partner across product marketing, product and campaign delivery to launch key initiatives across multiple lines of businesses  Develop strategic briefs and be a champion for the creative—ensuring your campaigns launch flawlessly Synthesize ongoing analytic insights that inform optimizations of marketing tactics Commission research and strategize with creative experts to execute high-quality campaign creative, working with both internal teams and external agencies Collaborate with diverse cross functional teams including creatives, content, product, technology, analytics, field strategy, and the Advisors Create executive level presentations to gain alignment and support of key stakeholders Implement streamlined and automated processes to improve efficiency in how we work

Required Qualifications, capabilities, and skills

Bachelor's Degree  4+ years of professional marketing experience Highly organized with strong project management skills with attention to detail  Proven problem-solving, analytical and critical thinking skills  Strong communication and presentation skills – highly proficient in PowerPoint 

Preferred qualifications, capabilities and skills

B2C marketing, preferably in Financial Services Experience in strategy: engagement, customer loyalty, retention or product marketing Delivering real-time personalized & dynamic content with proven business results