Marketing Director - Advice & Wealth Management (AWM)

About the Role

Key Responsibilities

• Create and implement a marketing strategy for Advice & Wealth Management to expand distribution, engage and retain clients, and meet business goals with a positive ROI.
• Act as a strategic advisor to senior management by building relationships, offering insights to guide business direction, and ensuring full accountability for marketing.
• Hire, evaluate, and supervise team members, focusing on coaching, upskilling, and career development.
• Guide matrixed marketing teams with clear strategies and foster collaboration to ensure effective campaign delivery.
• Provide strategic oversight for B2C functions including channel, operations, creative, marketing technology, and analytics.
• Lead Personal Investor Marketing's shift from product-forward to audience-centric marketing strategy to connect growth and engagement campaigns and deliver a cohesive client experience.
• Manage the marketing budget, including media, FTEs, and infrastructure, and collaborate with teams to optimize spending and strategies.
• Build and maintain business and partner relationships across the enterprise to extend marketing impact through a connected sales funnel.
• Create and manage operational processes for the Product Marketing organization to ensure consistency and effectiveness.
• Develop streamlined models for cross-cutting campaigns spanning multiple audiences, offers, and businesses.
• Transform and scale the Events and Sales Collateral functions within Personal Investor Marketing to better serve evolving business needs.
• Support efforts to improve speed to market, enhance marketing analytics capabilities, and accelerate personalization at scale.

Requirements

• 10+ years of marketing experience.
• Outstanding track record with measurable impacts and achievements.
• Ability to develop, execute, and communicate strategic marketing plans that position products effectively and achieve business outcomes.
• Strong analytical skills to interpret data and analyze market trends, consumer behavior, and campaign performance metrics.
• Expertise in providing insights and innovative ideas to influence strategic decision-making at senior levels.
• Understanding of business models and financials to inform acquisition and retention marketing strategies supporting ROI.
• Knowledge of digital marketing channels, content strategy, brand management, and positioning.
• Experience leading matrixed teams with excellent communication skills and the ability to motivate and influence at all levels.
• Ability to synthesize information from various sources and deliver compelling insights to stakeholders.

Nice to Have

• Experience with marketing technology and analytics tools.
• Experience in the financial services or wealth management industry.

Qualifications

• Not explicitly specified beyond 10+ years of marketing experience.

Benefits & Perks

• Not specified in the description.