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**Lead Marketing Consultant
2 months ago
About this Role:
Jobs for Humanity is seeking a highly skilled Lead Marketing Consultant - High-Net-Worth Segment to join our Wealth and Investment Management team. As a key member of our marketing team, you will be responsible for developing and executing marketing strategies to drive business outcomes for our high-net-worth clients.
Key Responsibilities:
- Lead complex marketing initiatives and collaborate with cross-functional teams to strategize, plan, and execute marketing programs that drive revenue and create business outcomes for high-net-worth clients.
- Act as a key participant in marketing analysis, customer retention, customer profiling, sales, and profitability for marketing.
- Participate and lead complex cross-functional groups to create, edit, and manage digital content for advanced marketing campaigns, programs, or initiatives that enable seamless customer engagement across all channels.
- Serve as a subject matter expert on marketing best practices, process, and policy within our Wealth and Investment Management team.
- Measure program effectiveness through 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.
Requirements:
- 5+ years of marketing experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Experience marketing for private bank and high-net-worth clients.
- Experience marketing niche investment offerings such as custom lending products, trust offerings, and investment advice for philanthropic gifts.
- Experience in the 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.