Manager, Marketing & Communications

Role Overview

The Manager, Marketing Operations will be responsible for creating, implementing, and optimizing processes that support the Advisor Marketing department and the company’s 100+ individual advisor teams. The role will involve managing the coordination with other departments for process and marketing technology, working across compliance, vendor management, advisor solutions, M&A, and advisor teams.

What You Will Do

The Manager, Marketing Operations will assist advisor teams by managing the intake, prioritization, and resolution of marketing-related requests, lead the onboarding experience for newly acquired and newly affiliated advisor teams, and develop, document, and continuously improve marketing workflows, operating procedures, and service-level standards.

Why It Might Be a Fit

The Manager, Marketing Operations will partner cross-functionally with Compliance, Advisor Solutions, Platform & Innovation, M&A, Finance, and advisor teams to implement and enhance marketing processes, technologies, and communication strategies. The role will involve analyzing pilot results and facilitating the rollout of successful tools, platforms, and programs across advisor teams to drive adoption and business growth.

Requirements

• Bachelor’s degree in marketing, business, or a related field
• 5+ years of experience in marketing operations or growth marketing within the financial services industry or a related field
• Strong leadership skills with experience managing a high-performing team
• Experience with digital marketing channels, analytics, and performance-tracking tools (Hubspot experience strongly preferred)
• Knowledge of compliance and regulatory requirements within the financial services industry
• Commitment to staying current on industry trends, advisor marketing best practices, and emerging market technologies

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Mother’s lounge onsite
• Flexible PTO plan
• Free brand-new gym in the Chicago office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

Tagged as: HubSpot