Develop and implement integrated, multi-channel marketing strategies aligned with business and firmwide growth objectives.
Design and execute multi-year marketing plans supporting key client segments and distribution priorities.
Own client segmentation and audience strategy, using insights and analytics to inform targeting, personalization, and marketing investment optimization.
Lead integrated marketing programs driving awareness, engagement, and conversion across the client lifecycle.
Partner with sales leadership and client-facing teams to translate business needs into actionable marketing strategies.
Coordinate Digital, Events, Content, Creative, Analytics, and other partners to deliver cohesive client experiences.
Localize and activate broader marketing campaigns for regional relevance and effectiveness.
Leverage data, analytics, marketing technology, and automation to measure performance and improve efficiency and scale.
Refine strategies and campaigns using performance data, client feedback, and market insights.
Drive adoption of innovative tools, technologies, and ways of working.
Manage and prioritize a dynamic portfolio of initiatives.
Support sales teams with relevant, timely, and effective marketing resources.
Ensure marketing activities comply with applicable regulatory requirements in partnership with Compliance.
Requirements
Bachelor’s degree required.
8+ years of experience in asset management or financial services marketing.
Strong knowledge of intermediary, institutional, and/or advisor client segments.
Demonstrated experience developing and executing integrated marketing strategies across digital, content, event, paid media, and sales enablement channels.
Proven success partnering with sales teams to drive commercial outcomes.
Experience leveraging data, marketing technology, and automation to enhance channel marketing effectiveness and efficiency.
Genuine interest in applying innovative tools, including AI, to improve campaign performance and scalability.
Deep understanding of client investment needs and decision-making processes.
Knowledge of investment products (e.g., Models, Alternatives, Municipals, SMAs, ETFs) preferred.
Strong digital marketing, campaign management, and performance measurement capabilities.
Familiarity with marketing and project management platforms (e.g., Smartsheet, Seismic).
Agile marketing experience is desirable.
Core Competencies
Demonstrates expertise in developing and executing integrated marketing strategies across various channels, leveraging data and analytics to optimize performance and enhance client engagement. Possesses strong knowledge of financial services marketing and client investment needs, ensuring compliance with regulatory requirements.
Highest-signal resume keywords
Integrated Marketing Strategy Development
Data-Driven Marketing Optimization
Client Segmentation and Audience Strategy
Digital Marketing and Campaign Management
Collaboration with Sales Teams
ATS Optimization Keywords
Hard Skills
Integrated Marketing Strategies
Digital Marketing
Campaign Management
Performance Measurement
Marketing Technology
Data Analytics
Sales Enablement
Client Segmentation
Marketing Automation
Investment Products Knowledge
Soft Skills
Collaboration
Strategic Thinking
Adaptability
Communication
Problem-Solving
Industry Keywords
Asset Management
Financial Services Marketing
Intermediary Client Segments
Institutional Clients
Advisor Client Segments
Tools & Technologies
Smartsheet
Seismic
Marketing Automation Tools
Analytics Platforms
AI Tools
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Vice President, Channel Marketing Manager
Jobtailor · California, MO, USA ·
- Job type:
- Full Time