About the Role
The Marketing Program Manager will oversee end-to-end marketing programs within the wealth management sector, aligning strategy with business goals, managing campaign execution, and measuring performance to deliver impactful results.
Responsibilities
- Lead the development and implementation of marketing programs for wealth management offerings
- Collaborate with product and sales teams to align marketing strategy with business objectives
- Design and manage integrated campaigns across digital, email, and events
- Monitor campaign performance using analytics and reporting tools
- Translate business goals into targeted marketing initiatives
- Manage timelines, budgets, and vendor relationships for marketing projects
- Create compelling content for client-facing materials and digital platforms
- Support lead generation and client acquisition strategies
- Ensure brand consistency across all marketing channels
- Conduct market research to identify client needs and competitive trends
- Optimize marketing efforts based on data-driven insights
- Coordinate with compliance teams to meet regulatory requirements
- Track key performance indicators and report on marketing effectiveness
- Facilitate cross-departmental communication for campaign alignment
- Manage marketing technology tools and CRM integrations
- Assist in planning and executing client events and webinars
- Develop messaging frameworks tailored to high-net-worth audiences
- Support the rollout of new service offerings with go-to-market plans
- Evaluate third-party partnerships and sponsorship opportunities
- Maintain marketing calendars and strategic roadmaps
- Drive continuous improvement in marketing processes and workflows
- Ensure timely delivery of marketing deliverables
- Act as primary marketing contact for assigned initiatives
- Stay current on industry developments in wealth management
- Contribute to long-term marketing strategy development
Compensation
Competitive salary and benefits package
Work Arrangement
Hybrid work model
Team
Collaborative team environment with cross-functional partners
Why This Role Matters
This position plays a key role in shaping how financial services are marketed to affluent clients, ensuring messaging resonates and programs deliver results.
Growth Opportunities
The role offers exposure to senior leadership, strategic planning, and the chance to influence marketing direction in a competitive sector.
Available for qualified candidates
