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Marketing Associate – Wealth Management - Ramsey Portia

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A leading investment firm are seeking an experienced professional to work closely with their Head of Americas Marketing. The Marketing Manager will work closely with sales, investor relations, program directors, client services, logistics, and the rest of the marketing team (designers, international marketers, digital & ops).

Duties & Responsibilities:

  • Lead, plan, and deliver the marketing strategy for a set of products in North America
  • Execute and manage product and channel marketing campaigns for sponsored forums, memberships and media
  • Develop and deliver audience acquisition marketing campaigns in collaboration with investor relations to meet audience goals for events
  • Plan and activate marketing campaigns for ad hoc events that fall within the outlined product structure
  • Collaborate with the digital team to execute lead generation campaigns, targeting our addressable market
  • Drive growth of our sponsorship and membership products through marketing activity
  • Develop and plan content, value propositions and messaging for all campaigns
  • Manage and foster relationships with key stakeholders in North America, and keep them updated with marketing developments, as needed
  • Problem solve and find efficiencies in ways of working to improve marketing processes and communication
  • Find cross-sell and up-sell opportunities within product and create GTM strategies to facilitate sales

The role requires:

  • Bachelor’s degree
  • 5+ years of relevant work experience
  • Ability to deliver high-quality work under pressure and on time in a fast-paced environment
  • Solid project management skills, and ability to manage a complex workload
  • Creativity, positive energy, and a hands-on/proactive approach to all tasks
  • Strong analytical, presentation, written, and verbal communication skills
  • Excellent PowerPoint, Word, and Excel skills
  • Able to work effectively in a fast-paced and team-oriented environment
  • Track record of success in a B2B marketing role
  • Knowledge of the financial services or events industries

Job ID  EW2399

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