Job Purpose:
- Reporting to the Head of B2B Client Marketing, the primary responsibility of the Institutional Channel Marketing Lead is to develop, implement and lead all facets of our marketing strategy with respect to the firm’s business to business segment (“Institutional channel”)
- You will be charged with working across the firm to bring greater scale and efficiency to client acquisition, cross-selling, and improve client persistency through data-directed marketing strategies.
Your Responsibilities:
- Demonstrate personal leadership within the marketing organization and across the broader firm
- Build and maintain positive relationships with Institutional global sales and service teams, and internal and external business partners
- Lead and participate on cross-functional teams, serving as a key marketing liaison for Institutional teams
- Drive a more modern, digital-first and data-directed marketing agenda to help the Institutional channel expand into new regional segments and improve client engagement
- Create comprehensive, actionable marketing programs in support business plan through collaboration with channel leadership, other marketing colleagues, and business partners across the organization
- Ensure accuracy and timeliness of deliverables, including coordinating legal and compliance approval, corporate brand adherence and consistency in messaging across all mediums
- Define client-specific target audiences, customer journey maps and all marketing touchpoints using data
- Partner with sales leadership to gain insight and knowledge of institutional clients in regions around the globe. This includes key needs, trends and emerging opportunities to drive program strategies
- Consistently demonstrate how marketing impacts the sales cycle. This includes meaningful, ongoing and appropriate follow-up efforts
- Partner with business leaders and other colleagues to plan and execute special events (e.g., webinars, conference participation, luncheons, etc.) designed to improve brand awareness and increase credibility in the institutional marketplace
- Successfully meet expectations tied to the established marketing efficiency and effectiveness benchmarks
- Lead a small team of marketing professionals, drive all related talent development and coordinate compensation functions.
Skills and Qualifications:
- 8+ years of marketing experience in financial services or investment management
- Demonstrated experience in marketing strategy, primarily the institutional business
- Strong digital marketing background and deep understanding of B2B lead generation tactics
- Detail orientation with ability to work independently and take a hands-on approach, but also collaboratively across functional teams and all levels of the organization
- Bachelor’s degree or equivalent required, degree in Finance or Marketing preferred
- Excellent written and oral communication skills
- Proficiency with Microsoft PowerPoint and Excel.
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