Marketing Operations Manager

The Marketing Operations Manager implements Credent's marketing plan across Wealth Management and Advisor Solutions businesses. This role supports the firm's growth objectives through the execution of effective brand communication and targeted marketing initiatives. The Marketing Operations Manager is an execution-focused position requiring strong judgment, accountability, and the ability to independently identify and drive action items. This role is highly process-driven and is proactive in identifying opportunities to improve workflows and enhance output quality.

Job Responsibilities

Execute quarterly strategic objectives set by Marketing Strategy Committee

Maintain brand consistency across Wealth Management and Advisor Solutions businesses

Execute client and advisor-focused marketing programs including collateral, events, and digital campaigns

Implement marketing action plans with measurable objectives and performance metrics

Streamline workflows to enhance productivity and efficiency across the team

Provide recommendations and insights based on internal observations and feedback

Manage content calendar and editorial strategy implementation

Oversee website enhancements that optimize conversion pathways

Support M&A communications and advisor transitions with appropriate messaging

Implement conference and micro-event programs and advisor marketing resources

Manage Credent's social media presence across LinkedIn, Facebook, and YouTube

Coordinate production and distribution of client-facing and advisor-facing video content

Maintain alignment between marketing initiatives and Credent's client experience

Monitor key performance indicators and provide routine reporting on key metrics

Maintain compliance across all marketing programs

Direct supervision of marketing specialists

Manage relationships with agencies and vendors

Guide advisors on marketing best practices and available resources

Oversee project timelines, budgets, and deliverables

Knowledge, Skills, and Abilities

Strong project management skills with ability to prioritize competing demands

Experience with digital marketing platforms, analytics, and email marketing systems

Exceptional written and verbal communication skills

Knowledge of compliance requirements in financial services marketing

Experience supporting both retail and B2B marketing initiatives

Proactive work ethic with excellent organizational abilities

Collaborative approach to cross-functional initiatives

Attention to detail and consistent follow-through

Professional demeanor aligned with Credent's standards

Adaptability and commitment to continuous improvement

Education
Bachelor's Degree in Marketing, Communications, or related field or equivalent work experience

Experience
5+ years Marketing experience in financial services or related field

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