Lead Marketing Consultant

2 weeks ago

Charlotte, United States Wells Fargo Full time
About this role:

Wells Fargo is seeking a Lead Marketing Consultant - High-net-worth segment to join the Wealth and Investment Management (WIM) Marketing team. The team focuses marketing programs targeting high-net-worth and ultra-high-net-worth clientele for WIM businesses. The Lead Marketing Consultant will develop and execute marketing strategies to support our field of advisors and drive client engagement across product offerings.

The right candidate will possess a strong marketing background that includes experience driving business outcomes for the unique and diverse product needs for the HNW segment. In addition, candidates should be able to communicate effectively at various levels of the organization and have the ability to effectively present to senior leadership.

In this role, you will:
  • Lead complex initiatives and work across functional teams to strategize, plan and ensure execution of a variety of marketing strategies and programs to drive revenue and create business outcomes for high-net-worth clientele (such as investments, custom lending, trust and philanthropy)
  • Act as key participant in complex marketing analysis, customer retention, customer profile, sales and profitability for marketing
  • Participate and lead complex cross-functional groups to create, edit, and manage digital content for more advanced marketing campaigns, programs or initiatives that enable seamless customer engagement across all channels
  • Serve as a subject matter expert marketing best practices, process, and policy within WIM.
  • Measure program effectiveness though analyzing data and monitoring performance
  • Analyze and interpret trends to ensure adherence to legal, compliance, privacy regulations and policies related to marketing
  • Collaborate and consult with cross enterprise, cross lines of business, vendor relationships and cross functional resources on highly complex initiatives to achieve marketing deliverables
Required Qualifications:
  • 5+ years of Marketing, Digital Marketing, Digital Platforms (i.e. Mobile or Social Media) experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • 3+ years experience marketing for private bank and High-net-worth clientele
  • Experience marketing niche investment offerings such as custom lending products, trust offerings, and investment advice for philanthropic gifts
  • Experience in Wealth and Investment industry, including knowledge of financial advisors, solutions and products for a diverse client base
  • A consumer-centric mindset and a desire to drive best-in-class experiences for internal and external customers
  • Experience developing partnerships and collaborating with other business and functional areas
  • Experience with marketing tracking tools and technologies
  • Experience establishing key metrics/benchmarks to measure the effectiveness of engagement strategy and issue management
  • Excellent verbal, written, and interpersonal communication skills
  • FINRA registration including Series 24 (or FINRA recognized equivalents)
  • FINRA registration including Series 7 (or FINRA recognized equivalents)
Job Expectations:
  • Ability to travel up to 10% of the time
  • This position is not eligible for Visa sponsorship
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Posting Locations:
  • 2801 Market Street, F & L Building, Saint Louis, MO 63103
  • 550 South Tryon Street, Charlotte, NC 28202


Posting End Date:

11 Jun 2024
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

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