Job Title:
Marketing Specialist
Job Code:
Job Category:
Job Type:
Job Location:
Boston - MA
Date Posted:
May 4 2022
Highly regarded financial institution in Boston is seeking a Marketing Specialist who will focus primarily on Client Experience. Reporting to the Director of Client Experience, the Marketing Specialist will help the team deliver a best-in-class client experience to advisor prospects and clients. Building out a cutting-edge client experience marketing program to establish the firm as a preferred asset management partner to advisers across independent broker dealers, RIAs, and the DCIO landscape is an essential element to the firm's future success. The Marketing Specialist works with the Distribution Team to manage execution of client email campaigns, client journeys, Compliance submissions, all components of internal and external client experience marketing programs. The candidate must have strong interpersonal, organizational, and collaborative skills with a focus on driving for results through robust execution of projects.

Position Responsibilities:
  • Execution of marketing email campaigns and collaboration with Distribution Intelligence to measure campaign success
  • Facilitate project management needs across Marketing Team to help traffic projects and manage prioritization based on business goals
  • Partner with the Marketing Manager to implement customer journey campaigns, creation of digital assets, and scheduling of marketing channel activities, such as podcasts
  • Partner with Integrated Marketing to help execute on event, webinar and sponsorships deliverables
  • Partner with Channel Marketing to manage firm submissions and review needs based on content type
  • Work closely with Compliance for submission of content across the Marketing Team
Position Qualifications:
  • Bachelor's degree with 3-5 years marketing experience and project management background
  • Ability and desire to lead, must work collaboratively with external vendors and internal colleagues
  • Demonstrates a strong work ethic and commitment to team and department
  • Ability to think creatively and has the initiative to present new ideas
  • Must thrive working in a fast-paced, innovative environment while remaining flexible, proactive, resourceful, and efficient
  • Excellent written and verbal communication and interpersonal skills
  • Organized and ability to multi-task and strong project management skills preferred
  • Facilitate alignment across data, measurement, and campaign execution
  • Financial services experience preferred
Required Years of Experience:
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 |
Salary Range:
$65,000 - $75,000


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