Marketing Manager - Wealth & Institutional Services

• Serve as day-to-day marketing liaison to Business Leadership for assigned lines of business
• Translate business objectives into actionable marketing strategies with defined success metrics
• Contribute insights and recommendations to strategic planning discussions
• Present strategic recommendations and performance insights to senior stakeholders

• Contribute to end-to-end marketing and communications strategy for assigned product lines  
• Develop detailed tactical plans for lifecycle marketing approaches spanning awareness, acquisition, engagement, and retention based on strategic direction
• Help define customer segmentation, targeting strategies, and messaging frameworks
• Build integrated campaign plans across channels (digital, direct mail, email, events, etc.) that bring strategic vision to life

• Own end-to-end campaign execution for strategic initiatives, working with Project Managers support for coordination of campaign deliverables
• Lead campaign briefings with Centers of Excellence to ensure strategic intent is maintained and executional excellence is achieved
• Make real-time optimization decisions during campaign flight to maximize performance
• Maintain hands-on involvement in critical campaign elements including targeting, messaging, offer structure, creative development, and channel deployment
• Manage day-to-day campaign operations including troubleshooting, vendor and/or Project Manager coordination, and quality assurance
• Drive continuous improvement through in-flight testing and optimization

• Track and report against marketing KPIs and growth objectives in alignment with business targets
• Manage campaign budgets and contribute to marketing P&L and ROI analysis for assigned portfolios
• Conduct ongoing performance analysis and recommend strategic optimization based on data insights
• Develop and execute testing agendas to continuously improve campaign effectiveness within established strategic frameworks
• Identify performance trends and opportunities

• Partner with Project Managers and Centers of Excellence to ensure flawless campaign execution and on-time delivery
• Collaborate with Analytics to leverage customer insights and predictive modeling for tactical application
• Work with Product teams to align marketing strategies with product roadmaps and strategic direction
• Direct creative development with Centers of Excellence, ensuring brand consistency and strategic alignment
• Serve as primary point of contact for business unit, operational marketing questions (working through the project manager) and execution details

• Monitor competitive landscape and industry trends
• Incorporate customer research and behavioral insights into strategy
• Identify new opportunities for customer acquisition and portfolio growth

• Proven ability to translate strategic direction into detailed plans that drive business results
• Experience executing multiple campaigns simultaneously while maintaining strategic alignment
• Strong execution mindset with ability to balance strategic thinking with hands-on implementation

• Strong ROI orientation with experience managing campaign budgets and contributing to P&L analysis
• Ability to analyze complex data sets and translate insights into tactical optimizations and strategic recommendations
• Proficiency with marketing analytics tools and performance dashboards

• Experience working directly with senior business leaders as a strategic partner
• Ability to influence without authority and build consensus across stakeholders
• Strong presentation and communication skills

• Deep understanding of customer journey mapping and lifecycle marketing
• Experience with segmentation, personalization, persona, and behavioral targeting
• Knowledge of acquisition funnel optimization

• Ability to balance strategic thinking with hands-on execution
• Experience managing multiple campaigns simultaneously
• Results-oriented with strong project ownership
• Comfortable working in both strategic and tactical capacities

• Bachelor's degree in Marketing, Business, or related field
• 5-7+ years of marketing experience with demonstrated execution excellence and strategic impact
• Financial services, wealth management, private banking, or investment management industry experience
• Proven track record of driving measurable business outcomes through marketing and communications strategies
• Experience managing compliance review processes for investment-related marketing content
• Experience with marketing analytics, campaign performance measurement, and ROI analysis
• Strong financial acumen and budget management experience
• Ability to work in fast-paced environment with multiple stakeholders

• Experience with CRM platforms and marketing automation tools
• MBA or advanced degree
• Familiarity with digital marketing channels and attribution modeling
• Previous experience in an advisor-facing marketing support role

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

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