Job Purpose:

  • The mission of Employer Retail Marketing is to express the Employer story in ways that set us apart, inspire action, and to arm investors with the truth about investing
  • The Head of Retail Investment Product Marketing will align to this mission by leading all retail investment product and brokerage marketing
  • The Head of Retail Investment Product Marketing will have a number of opportunities to shape critical Employer initiatives, lead a talented team, and work with great colleagues.

Your Responsibilities:

  • Lead growth marketing for ETFs and Mutual Funds, representing millions of investors and $1
  • 5T in managed assets
    • Work closely with senior leaders across various Employer business units
    • Serve as an investment product expert for the retail (business to consumer) business unit
    • Maintain close connections to other business unit product marketing groups across Employer
    • Partner with Employer product strategy and management on new product development
    • Shape the direction for brokerage services marketing
  • Leads the marketing strategy for their area of the business
  • Partners with relevant stakeholders across Employer to establish priorities, align work objectives and deliverables, and execute marketing plans
  • Coordinates governance activities with senior leadership and ensures integration across marketing partners
  • Serves as a thought leader on marketing and investments to senior leaders and others
  • Educates and inspires marketing and communications crew and their business partners regarding marketing strategies and best practices
  • Effectively leads, manages, and develops a high performing team while establishing an inclusive environment that adheres to Employer’s values
  • Sets measurable goals and examines ways to raise standards, to increase quality, and to improve overall performance of the team
  • Develops and implements operational plans to achieve divisional and corporate objectives
  • Oversees planning, development and execution of short and long range goals
  • Demonstrates initiative and creativity in independently recommending and implementing marketing solutions
  • Analyzes costs impacting marketing decisions and other related issues and develops cost effective solutions to marketing issues
  • Develops processes to gather and consolidate input from sales and client services regarding business needs
  • Proactively identifies opportunities to improve content and the positioning of topics critical to the business area
  • Ensures a consistent feedback loop between marketing, sales and client services
  • Develops and maintains broad knowledge of competitive offerings, market trends, and industry developments specific to the business area
  • Contacts clients and / or conducts research to understand client needs
  • Consults internally to convey findings and makes recommendations to senior leadership
  • Provides direction to team of Marketing Managers to develop, define, and execute multichannel marketing efforts to provide relevant, targeted messaging and thought leadership outreach to support the business and continually build the brand
  • Approves marketing budgets
  • Reviews expenses and ensures the unit operates within budgetary guidelines
  • Presents multi-channel marketing measurement results to senior management as necessary
  • Monitors consistency of agreed upon tracking methodology
  • Understands parameters of a successful campaign, relevant analytics, and ensures desired results are measurable and tell a compelling story
  • Communicates progress, issues, and solutions to senior management to obtain input and buy-in
  • Provides written and verbal communication to many different audiences on status of marketing efforts
  • Leads / assists with general projects related to marketing
  • Handles multiple projects simultaneously from conception through execution and implementation of recommendations
  • Coordinates, prioritizes and actively manages tasks as needed to meet project timelines
  • Participates in and actively supports Employer Unmatchable Excellence initiatives
  • Implements and utilizes dashboards and other metrics to identify improvement opportunities.

Skills and Qualifications:

  • Undergraduate degree or equivalent combination of training and experience
  • Masters degree / MBA or specialized knowledge / experience / certifications in economy / markets / institutional investing / wealth management preferred
  • Minimum of eight years business to consumer marketing experience, including eight years financial services preferred
  • Superior interpersonal communication skills (assertive, consensus building)
  • Ability to direct, align, manage, persuade and influence Principals and other senior leaders to achieve a coordinated process with optimal outcomes
  • Strong written communication and presentation skills
  • Experience in delivering cross-departmental projects, strong project management and project leadership
  • Strong knowledge of Microsoft applications (PowerPoint, Word, and Excel)
  • Broad understanding of the investment and financial advisor industry
  • Demonstrated ability to learn new concepts quickly and complete multiple and diverse assignments
  • Employer is not offering visa sponsorship for this position.

Source: for more information click here.

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