Marketing Specialist - Financial Services

Company: Harrison Gray Search and Consulting
Location: Austin
Posted on: May 14, 2022

Job Description:

We have partnered with a client in the financial services industry who is seeking a remote Customer Experience Marketing Specialist. This individual will help the team deliver a best-in-class client experience to advisor prospects and clients and build out a cutting-edge client experience marketing program to position our client as a preferred asset management partner to advisers across independent broker-dealers, RIAs, and the DCIO landscape.

This individual will work alongside the Distribution Team to manage the execution of client email campaigns, client journeys, Compliance submissions, and all components of internal/external client experience marketing programs. If you have strong interpersonal, organizational, and collaborative skills with a focus on driving results via projects, we want to hear from you!

Key Responsibilities


Execution of marketing email campaigns and collaboration with Distribution Intelligence to measure campaign success
Facilitate project management needs across CX Marketing Team to help traffic projects and manage prioritization based on business goals
Partner with CX 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 CX Marketing Team


Key Behavioral Expectations


Drives for Results (Impact)
Creates Culture of Collaboration (Impact)
Communication & Engagement (People)
Agility & Adaptability (People)


Minimum Qualifications


BA/BS or equivalent
3-5 years industry experience preferred
Job requires both marketing experience and project management background


Knowledge, Skills & Abilities Required


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



Benefits and Programs:



A competitive compensation program that recognizes individual performance and contributions
Comprehensive medical (PPO and HMO), dental and vision options effective on date of hire
Short-Term and Long-Term Disability insurance coverage
Retirement contributions to your 401(k) account equal to 6% of your eligible pay each pay period. In addition to retirement contributions, matching contributions to your 401(k) account. The company will match dollar for dollar your contribution (whether pre-tax or Roth), up to 6% of your eligible pay
Medical and Dependent Care Flexible Spending Accounts
Group Life insurance in an amount equal to twice your annual base salary up to maximum of $500,000; In addition, Optional Life and AD&D insurance are available for purchase
Paid vacation and personal days
Nine paid holidays, annually
Commuter Benefits Program for qualified transit and parking expenses
Employee Assistance Program
Educational Expense Reimbursement Program
Student Loan Repayment Contributions
Corporate membership for Chicago's bicycle sharing program
Fitness Program Subsidy
Easy access to public transportation
Building amenities include a parking garage with available car wash services, an on-site restaurant, health club facilities, and complimentary concierge and bike storage
The opportunity for broad exposure to multiple aspects of our business. Your access to both senior managers and colleagues across the company can provide rewarding work assignments and learning opportunities.
Work for a bank that offers the advantages and efficiencies of a smaller company while providing the resources of a larger one. When you identify ways to improve the business, you'll often be given the opportunity and resources to implement them.
Remote role with a stipend to enhance home office





Interested in learning more? Apply now to be considered.

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