Digital Engagements Marketing Manager - Wealth Management

New York Permanent USD150,000 - USD185,000
  • Lead customer acquisition and retention programs through digital engagements.
  • Develop nurture campaigns which support the customer journey.

About Our Client

We are partnered with a full-service financial institution specializing in private banking, private business banking and real estate lending. In addition, their wealth management affiliates offer investment, trust and wealth management services. Personalized solutions are crafted to help both individuals and businesses meet their financial goals, with over 80 Preferred Banking Offices located primarily in urban coastal markets, including San Francisco, New York, Boston and Los Angeles.

Job Description

In this highly dynamic position, you will be involved in communications, GTM, branding, and digital engagements, for the purpose of creating a retention framework for our clients SMB and consumer clients. The Digital Engagements Marketing Manager will primarily be responsible for the following:

  • Find opportunities to increase awareness, adoption and increased usage of our digital products and features across online banking and mobile apps.
  • Define and execute go-to-market strategies that measurably increase digital engagements.
  • Develop and execute cross-channel campaigns through online properties, hard copy collateral, direct mail, email, events etc.
  • Position digital products and features as industry disruptors, and drive messaging across product and outbound channels.
  • Identify key audiences and segments to evangelize.
  • Establish engagement goals for key campaigns. Develop KPI and measurement frameworks with reporting procedures.
  • Help shape the product road map by partnering with product, design and analytics teams to solve client's most pressing needs.
  • Partner with central marketing organization on an as-needed basis.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

Our client is looking to find the right caliber of candidate who possesses the right blend of strategic and visionary mindset, with an ability to nurture and lead others to success. In this role, you will manage a small marketing team of 3-5, and be the owner of roughly 2-4 digital engagement campaigns per month. To make a strong impact on the team's success and performance, candidates should have:

  • 5+ years of experience in relevant roles (digital, product, life cycle, or integrated marketing).
  • Demonstrated track record of creating customer segment-driven campaigns to drive new customer acquisition, deepen engagement and retention, preferably in consumer markets.
  • Bank and/or financial services experience very strongly encouraged.
  • People leadership experience required.
  • Best-in-class verbal and written communicator. Strong writing very strongly preferred.
  • Expertise in digital product promotion / marketing - web and app experience preferred.
  • Proven track record of developing and executing high impact go-to-market strategies.
  • Experience in customer life cycle strategy and execution.
  • Ability to conduct, synthesize and apply user insights, research and testing to strategy.

What's on Offer

Comprehensive salary offerings for the Digital Engagements Marketing Manager role will be as follows:

  • $150,000 - $185,000 base salary, depending on experience
  • 15-20% performance bonus
  • 401K with employer contributions
  • Health care, vision, dental coverage plans
  • LT disability and other Insurance coverage including FSA, etc.
  • Remote flexibility up to 40%
  • Additional perks and benefits available upon hire
Megan Floor
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Job summary

Sub Sector
Marketing Management
Financial Services
New York
Contract Type
Consultant name
Megan Floor
Job Reference