The Marketing Manager will be responsible for developing and managing campaigns, content, and collateral that support the continued growth and expansion of the NewEdge Wealth business. Equal parts strategy and execution, in this role you will lead the creation of marketing programs and communications that align with our overall business strategy, brand, value proposition, desired client experience, and compliance requirements. You’ll report to the Director of Marketing and also partner closely with the broader Marketing team to leverage expertise and resources in digital, content, design, events, direct response, and social marketing.
Location: Pittsburgh, PA, Lexington, KY, or remote for the right candidate
Marketing Liaison: Establish oneself as the day-to-day marketing point of contact for various groups across NewEdge Wealth and the greater NewEdge Capital Group.
Collaborate with the Director of Marketing to build and execute the annual marketing plan with key strategies and tactics that align with business objectives and overall brand priorities.
Marketing Operations: Leverage marketing automation tools to execute marketing campaigns and compile analytics and reporting.
Sales Enablement: Develop materials to help the advisor recruiting team communicate the value proposition of affiliating with NewEdge Wealth as a team. Provide marketing support to transitioning teams.
Marketing Communications: Produce email, web and advertising copy, social posts, and sales collateral aligned to the business’ growth and client retention strategy and branding guidelines.
Events: Assist with the coordination and preparation of events, including national conferences, tradeshows, client events and webinars. Attend events as needed.
Content and Product Marketing: Work closely with various stakeholders to create marketing campaigns for various content pieces that help position business units as a thought leader including white papers, reports, infographics, email campaigns, blogs, etc. Learn to analyze and measure the performance to maximize reach and effectiveness.
Skills & Experience:
5 years minimum prior relevant marketing experience, with a focus on marketing within financial services, investments, advisory, or wealth management in both B2C and B2B environments required.
Excellent writing, editing, and oral communication skills with experience developing investment-focused content such as market commentary, investment product presentations, and product sales sheets.
Strong project management background with proven success in meeting tight deadlines.
Bachelor’s degree (Marketing, Communications, Business or related field preferred)
Willingness to travel on a limited basis to industry conferences and corporate events
A passion for customers, marketing, communications, and social media.
Must thrive in a fast-paced environment with limited supervision, and quickly comprehend, strategize and effectively execute on changing priorities as necessary.
Exceptional attention to detail. Strong analytical, critical thinking, and problem-solving skills.
Excellent interpersonal skills. This includes being polished, courteous, professional, and patient.
Ability to excel both independently and as a collaborative member of the Marketing team.
Comfortable interacting with and presenting to C-Level executives.
Must demonstrate superior written, interpersonal, project management, and leadership skills.
Demonstrated experience with Microsoft Office Suite, PowerPoint, Word, Excel, WordPress (or other CMS platforms), CRM tools and other software programs applicable to position and achievement of goals. Salesforce Pardot or Marketing Cloud experience and Adobe Creative Suite experience strongly desired.