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Marketing Manager – Financial Services

Job Description

The Marketing Manager is responsible for developing the integrated cross-functional marketing strategy for our full service, financial services offering focused on the HNW and UHNW Market. This position will partner closely with teams from our RIA, Private Capital and Advanced Design Life Insurance services to deliver market-facing programs that successfully advance Schechter’s go-to-market strategy that targets both the HNW client and COI for HNW clients. This is done by creating compelling, differentiated messaging, content and campaigns that can be both B to C and B to B to C.

  • Contribute to the overall brand strategy for the firm as well as each offering
  • Develop the Advanced Life Insurance practice’s annual marketing strategy and budget, as well as the implementation of campaigns, sales enablement programs, and content strategy
  • Plan, execute, and manage positioning and messaging that helps the firm advance relationships with target audiences, build brand relevance, and drive demand in alignment with growth goals
  • Strategize, develop, and execute multi-channel, digital-first content for priority issues and offerings
  • Leverage analytics to measure performance, communicate results, and optimize marketing initiatives
  • Champion the use of digital tools to help the firm increase marketing and sales effectiveness

Knowledge, Skills, and Abilities

  • Bachelor’s degree in Marketing or related field required
  • Minimum of 5+ years of financial services marketing
  • Demonstrated experience in applying modern marketing principles, including revenue attribution, content marketing, demand generation, lead generation, and online and native advertising
  • B to B to C, Channel marketing experience
  • Excellent planning and analytical skills
  • Proven storytelling skills, both written and verbal
  • Ability to work both independently and collaboratively within a team environment
  • Strong listening, interpersonal and decision-making skills
  • Previous Digital Marketing experience and working knowledge of best practices in SEO & SEM, Marketing Automation, Lead Generation
  • Content Development Strategy, creation and placement of Podcasts, Videos, Articles, Cases, White papers
  • Working knowledge of marketing tools such as: Microsoft Dynamics CRM, Active Campaign, Word Press, Drupal, Photoshop, InDesign

Please send your resume to