Marketing Manager - Wealth & Institutional Services

Marketing Manager – Wealth & Institutional Services

FNBO’s Marketing Manager in Wealth & Institutional Services will shape and execute marketing strategies that drive measurable business outcomes across the Wealth and Institutional segment. The role requires translating business objectives into strategic marketing plans, leading high‑impact campaigns, and optimizing performance through data‑driven insights.
Responsibilities

Strategic Business Partnership

Serve as day‑to‑day marketing liaison to Business Leadership for assigned lines of business.
Translate business objectives into actionable marketing strategies with defined success metrics.
Contribute insights and recommendations to strategic planning discussions.
Present strategic recommendations and performance insights to senior stakeholders.

Marketing Strategy & Planning

Contribute to end‑to‑end marketing and communications strategy for assigned product lines.
Develop detailed tactical plans for lifecycle marketing across awareness, acquisition, engagement, and retention.
Help define customer segmentation, targeting strategies, and messaging frameworks.
Build integrated campaign plans across digital, direct mail, email, events, and other channels to bring strategic vision to life.

Campaign Ownership & Execution

Own end‑to‑end campaign execution for strategic initiatives, working with Project Managers and Vendors.
Lead campaign briefings with Centers of Excellence to maintain strategic intent and executional excellence.
Make real‑time optimization decisions during campaign flight to maximize performance.
Maintain hands‑on involvement in targeting, messaging, offer structure, creative development, and channel deployment.
Manage day‑to‑day campaign operations, troubleshooting, vendor coordination, and quality assurance.
Drive continuous improvement through in‑flight testing and optimization.

Growth & Performance Management

Track and report against marketing KPIs and growth objectives aligned with business targets.
Manage campaign budgets and contribute to marketing P&L and ROI analysis.
Conduct ongoing performance analysis and recommend strategic optimization based on data insights.
Develop and execute testing agendas to continuously improve campaign effectiveness.
Identify performance trends and opportunities.

Cross‑Functional Leadership

Partner with Project Managers and Centers of Excellence for flawless campaign execution and on‑time delivery.
Collaborate with Analytics to leverage customer insights and predictive modeling.
Work with Product teams to align marketing strategies with product roadmaps.
Direct creative development with Centers of Excellence to ensure brand consistency.
Serve as primary point of contact for business unit marketing questions and execution details.

Market Intelligence

Monitor competitive landscape and industry trends.
Incorporate customer research and behavioral insights into strategy.
Identify new opportunities for customer acquisition and portfolio growth.

Qualifications

Minimum Qualifications

Bachelor's degree in Marketing, Business, or related field.
5‑7+ years of marketing experience with demonstrated execution excellence and strategic impact.
Investment industry experience in a B2B setting (institutional financial services preferred).
Proven track record of driving measurable business outcomes through marketing and communications strategies.
Experience managing compliance review processes for investment‑related marketing content.
Strong financial acumen and budget management experience.

Desired Qualifications

Experience with CRM platforms and marketing automation tools.
Experience with account‑based marketing (ABM) strategies and tools.
MBA or advanced degree.
Familiarity with digital marketing channels and attribution modeling.
Previous experience in asset management, investment banking, or institutional financial services marketing.

Key Skills

Strategic Marketing Leadership and execution mindset.
Financial & Analytical Acumen with ROI orientation.
Business Partnership and ability to influence without authority.
Strong presentation and communication skills.
Customer‑Centric Thinking and deep understanding of customer journey mapping.
Experience with segmentation, personalization, persona, and behavioral targeting.
Knowledge of acquisition funnel optimization.
Results‑oriented project ownership.

Compensation and Benefits

Compensation range (base pay): $81,662.00 – $134,741.00. Final compensation offers may vary based on experience, education, and skill level.
Benefits include:
Medical, Dental, and Vision Insurance
401(k) with matching contributions
Time Off Programs
Health Savings Account (HSA) / Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short‑Term and Long‑Term Disability Insurance
Equal Opportunity / EEO Statement

FNBO is an equal‑opportunity employer for all employees and applicants, and makes employment decisions without regard to status or identity. FNBO follows federal law regarding the use of marijuana (this applies to all non‑California applicants).

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