Strategist, Wealth and Intermediary Client Marketing

Role Overview

• Acts as a functional team lead for financial advisor marketing, providing strategic direction, prioritization recommendations, guidance and partnering with the Head of Client Marketing to mentor team member development of these skills, encourage effective cross-team collaboration and efficiencies in plan execution
• Create and lead integrated marketing campaigns that support revenue and business goals for the Wealth and Intermediary channels, ensuring alignment with business and sales priorities
• Writes campaign briefs and manages development of campaign tactics across paid and owned media promotion to support campaign awareness, consideration and lead generation goals, optimizing based on results
• Translate client and market insights/needs into actionable strategies across multi-channel platforms, using data/feedback to tailor messaging and prioritize outreach
• Partner with the content team to execute thought leadership strategy in close collaboration with sales, product and investment stakeholders, ensuring all messaging supports advisor engagement and business development goals
• Maintain sales enablement collateral targeting key advisors, ensuring relevance and strategy alignment
• Build and manage email and webinar campaigns in marketing platforms (i.e., Marketo, On24) and coordinate dissemination across relevant platforms to ensure timely and effective campaign delivery to target audiences
• Execute project planning, milestone tracking, and cross-functional coordination to ensure timely and efficient delivery of marketing initiatives on time
• Deliver campaign performance reporting and data-driven analysis to optimize strategy, drive accountability, and demonstrate ROI
• Manage projects end-to-end, ensuring timely execution, cross-functional alignment, and clear communication across stakeholders
• Drive measurable impact from initiatives by focusing on lead generation, pipeline influence, and channel-specific engagement across digital platforms, content creation, and client events
• Proactively generate new marketing ideas to elevate NTAM’s presence and relevance with advisors, home offices and key decision-makers
• Actively participate in and contribute to the development of the annual client marketing plan
• Proactively lead ongoing business partner communications surrounding marketing campaign rollout, implementation and results, in partnership with Integrated Campaign Strategy team members
• Develop and maintain broad knowledge of competitive offerings, market trends, and industry developments specific to the Wealth and Intermediary market.

Requirements

• 8-10+ years of experience with a focus on wealth/intermediary marketing
• Strong understanding of financial markets, investment solutions, and the needs of high-net-worth/ultra-high-net-worth individuals and financial advisors
• Strong understanding of the advisor sales process and nuances of intermediary third party distribution channels including Wealth advisors, RIAs, wire house, regional broker dealer, independent and bank channels
• Proven experience managing or supporting cross-functional marketing projects, which provide measurable results, from planning through execution, with a strong attention to timelines and detail
• Strong written and verbal communication skills
• Superior promotional and technical writing skills, with the proven ability to write thought provoking headlines and compelling promotional copy that drives engagement, which can be applied flexibly to promotional asset, collateral development or advertising headline copy writing as needed
• Experience managing and optimizing content across professional social media platforms (e.g., LinkedIn), with a strong understanding of tone, timing, and audience engagement strategies
• Proficiency with marketing technology such as Salesforce, Eloqua, Marketo, On24, and content management platforms is highly desirable
• Successful experience working in a fast-paced, results-driven environment, with a proven ability to think strategically, analytically and creatively
• Superior people skills
• including the ability to work effectively in a matrixed organization across various marketing and business functional teams, with the ability to influence senior partners being critical
• Results-driven individual with excellent organizational and planning skills
• Strong attention to detail and delivers a work product that requires minimal revision
• Driven, self-motivated, high-performing, commercial mindset
• Able to facilitate discussions, problem solve and reach decisions
• Bachelor’s degree required in marketing, communications or a related area of study.

Benefits

• retirement benefits (401k and pension)
• health and welfare benefits (medical, dental, vision, spending accounts and disability)
• paid time off
• parental and caregiver leave
• life & accident insurance
• other voluntary and well-being benefits
• discretionary bonus program that may include an equity component