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Marketing Manager

4 months ago

Princeton, United States Bahl & Gaynor Full time

About B&G

Bahl & Gaynor is a private, independent Registered Investment Advisor based in Cincinnati serving both families and institutions. Since the Firm was founded in 1990, we have operated with a focused investment philosophy based upon long-term ownership of carefully selected, high-quality, dividend-growth equities. Bahl & Gaynor views its employee ownership structure as an extremely effective retention tool for promoting team stability and investment process execution.


Role Summary

Bahl & Gaynor is seeking an experienced, hardworking, and highly motivated Marketing Manager to lead marketing initiatives in the U.S. Investment & Wealth Management space. It is a role essential to our client commitment strategy, requiring expertise in marketing and experience with wire house, broker/dealer and RIA channel marketing and asset management distribution. You will be offered the opportunity to develop our client experience and direct other exciting marketing efforts in support of our existing channel engagement model. Critical areas of ownership, collaboration, and execution include:


  • Strategic vision for Bahl & Gaynor’s U.S. investor and advisor websites, partnering with investment and product management to develop a value-driven approach regarding content
  • Email marketing strategy, including growing the implementation of marketing automation and increasing personalized communications
  • Consistent campaigns across search, social, email, and web for U.S. wealth management clients, in conjunction with wire house/IBD channel and integrated marketing strategies
  • Management of the Managed Account and ETF product marketing process both externally through platform partners (wire house, RIA & IBD platforms), Fund Distributors and external vendors and internally through the Investment Management & Research, Institutional Services and Compliance team


Location

This role will be based in the Princeton, New Jersey area

Responsibilities

  • Work closely with marketing colleagues, business leadership, and other stakeholders to develop a cohesive marketing strategy
  • Create and maintain an efficient and effective process for delivering timely and quality content to B&G Institutional Portfolio Consultants
  • Proactively contribute dynamic and timely content ideas and direction to guide financial advisor presentations, client presentations and educational support material
  • Developing and maintaining content with strategic client messaging and working closely with account teams to deliver the most engaging ideas and content for target audiences.
  • Prepare/create questions for subject matter experts, engage clients with thought-invoking questions, and produce notes that can be used with drafting content.
  • Edit content according to clients’ preferred style and voice, proactively generate and share thought leadership ideas and approaches for clients and client account teams.
  • Partner with B&G, wire house and IBD technology to ensure feature development across tools and platforms aligns with strategic priorities and vision
  • Understand B&G data universe and utilize it to enhance our marketing approach
  • Monitor digital marketing trends and competitor offerings, staying current on market-leading and emerging online, automation and email trends, technologies, and best practices


Ideal Candidate

  • Possesses a client-centric mindset, technical platform knowledge (marketing automation, CRM, marketing analytics, product development enhancement, etc.), and deep knowledge of marketing distribution processes
  • A self-starter that understands how marketing supports business objectives and the meaningful role marketing plays in helping B&G meets its critical objectives by linking marketing functions with investment and institutional service teams
  • Problem solver that is analytical, conceptual, innovative, has a keen attention to details, and can synthesize and analyze data to identify the best solutions
  • A true team player that enjoys helping others perform at their best and achieve their fullest potential
  • Ability to flourish in a very collaborative, focused, creative, and entrepreneurial environment, while staying on point juggling multiple priorities alongside deadlines and with keen attention to detail


Qualifications/Requirements

  • 10 plus years of marketing experience within the investment management or financial services industry, preferably focused on the wealth management channel
  • At least five years of experience with wire house, RIA and IBD marketing platforms along with  social media, mobile apps, video/new media, automation, and email marketing experience
  • Familiarity with the asset management sales process and ability to complement, understand and explain it from a marketing perspective
  • Demonstrated track record engaging audiences at every stage of the investment management marketing process
  • Ability to sway decision-making and work closely with participants at all levels to drive strategy


Incentive Philosophy

One of Bahl & Gaynor’s core values (along with Client Best Interest and Intellectual Rigor) is Ownership Mindset. B&G believes owners think differently than employees, and therefore promotes an employee ownership model where every team member has the opportunity to own and accumulate equity in the firm commensurate with the value they add to the organization.


Compensation is divided into Table Stakes and Growth Goal incentives where Table Stakes incentives includes a competitive base salary and an up-front level of firm equity ownership, both commensurate with role responsibilities within the organization.


Growth Goal incentives involve the ability of the team member to earn additional equity in the firm as a reflection of their ongoing contribution to firm-level goals, both quantitatively and qualitatively.


Bahl & Gaynor believes this incentive philosophy not only allows for competitive up-front economic incentives, but also provides opportunity for advancement within the firm and long-term wealth creation in-line with firm success.


  • Specific Table Stakes and Growth Goal incentives will be discussed more specifically as part of the interview process. Candidates who find interest in owning a piece of what they build will likely find B&G’s incentive model compelling.