Job Description
We’re seeking a strategic, insights-driven Marketing Strategist to elevate our brand, deepen client engagement, and fuel business growth in the competitive wealth management landscape. In this role, you’ll architect marketing initiatives that differentiate our firm, strengthen trust with HNW clients, and drive results across all channels (digital, print, events, and partnerships). You will make complex financial concepts into compelling narratives to a segmented audience.
What You’ll Do
Strategic Planning & Positioning
Develop and execute multi-channel marketing strategies aligned with firm goals and HNW audience needs.
Identify opportunities to differentiate our brand in the wealth management space.
Support annual marketing planning, budget allocation, and KPI development.
Campaign Leadership
Lead end-to-end campaign strategy for client acquisition and client retention
Partner with leadership and cross-functional teams to translate business objectives into clear, actionable marketing messaging.
Oversee creative development, content production, and campaign rollout across channels.
Content & Messaging Strategy
Craft messaging frameworks that articulate our value proposition, investment philosophy, and client experience.
Collaborate with creative, digital, field and stakeholders to produce thought leadership campaigns across different businesses and audiences
Analytics & Optimization
Track campaign performance, website analytics, and client engagement metrics to drive continuous improvement.
Create dashboards and reports to communicate insights and recommendations to leadership.
Conduct competitive analysis and market research to inform strategic decisions.
What You Need to Succeed
Must-Have
8+ years of marketing strategy experience, preferably in financial services, wealth management, banking, or professional services.
Deep understanding of high-net-worth (HNW) audiences and relationship-driven marketing.
Proven track record of building and executing integrated campaigns across digital and traditional channels.
Exceptional ability to simplify complex financial concepts into clear, client-friendly messaging.
Strong analytical skills, with experience using data to optimize strategies.
Highly organized, collaborative, and adaptable in a regulated, fast-paced environment.
Nice-to-Have
Familiarity with wealth management products, investment philosophies, and industry trends.
Experience with CRM systems, marketing automation tools, and analytics platforms.
What’s in it for you?
A comprehensive Total Rewards Program including competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
Leaders who support your development through coaching and management opportunities.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Opportunities to do challenging work.
Opportunities to build close relationships with clients.
Job Skills
Brand Marketing
Creativity
Cross-Channel Marketing
Cross Promotions
Customer Behavior
Industry Knowledge
Marketing Activities
Marketing Strategy Implementation
Market Research
Product Services
Compensation
The expected salary range for this particular position is $70,000-$130,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and play a critical role in attracting, engaging and retaining talent that:
Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
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Marketing Strategist
RBC Capital Markets, LLC, Minneapolis, MN, USA
Pay: $70,000-$130,000/yr
Job type: Full Time