Financial Services Marketing Job Network

The ideal candidate will possess previous custodial data experience within the fintech space, as well as proficiency with accounting transactions. This role is responsible for ensuring the successful implementation of custodial data and adoption of AssetBook platforms. This role involves ability to translate data information across varying business and technical audiences and extensive client interactions and training. The Fintech Custodial Data Specialist is responsible for maintaining our high client service standards, including problem-solving, ensuring a timely and successful transition to AssetBook platforms, and maintaining data integrity. Responsibilities Perform and oversee the initial custodial data reconciliation, historical cleanup, and initial data integrity checks Respond to client questions and inquiries in regard to their custodial data accurately, comprehensively, and promptly Troubleshoot and reconcile account balance and transaction...

The ideal candidate will possess Custodial Data Conversion experience within the fintech space, as well as entry-level accounting. This role is responsible for ensuring the successful recon of custodial data (i.e Fidelity, Schwab, TD, etc.) in the fintech world and adoption of AssetBook platforms. This role also involves extensive client interactions and client training, as well as the ability to translate information across varying business and technical audiences. The position is responsible for maintaining our highest client service standards, including problem-solving, ensuring a timely and successful transition to the AssetBook platforms, and maintaining data integrity. Responsibilities Respond to client questions and inquiries accurately, comprehensively, and promptly. Analyze client requests and deduces and explores possible solutions. Assist advisors with ongoing Pulse solution training enabling the Advisor to leverage the system fully and enhance their...

Position Description: The Vice President, BDO will focus on driving the recruitment of top tier advisors within the RIA, wirehouse and IBD space via the Integrated Partner’s affiliation model. Core market opportunity/focus is advisors/firms with $75M+ of AUM. Advisors can be fee-based/hybrid advisors and RIAs.   Essential Functions: Ability to articulate and champion the Integrated platform and resources Serve as a subject matter expert within the industry and deploy a consultative approach for prospective advisors interested in better understanding the Integrated platform and the benefits to their business model Develop and support recruiting strategies which will further elevate the Integrated brand and in turn the pipeline of prospective advisors Identify qualified advisors through outbound activities to include sales calls, networking, social media and traditional marketing efforts, in partnership with Integrated’s...

Divvy, a Bill.com company, is looking for a dedicated, creative customer campaigns manager to join our Divvy Accounting Partners team. Our team partners with accounting firms of all sizes that use Divvy and Bill.com and is responsible for the lifecycle communications with these important partners in the accounting segment.  This Customer Campaigns Manager will be on the Divvy team and will be primarily responsible for creating, improving, and maintaining lifecycle campaigns focused on Divvy accountant partners and their clients to drive additional client adoption of the Divvy platform. This role will create content, manage integrated campaigns, and interpret our results.  *Certain positions at Divvy and Bill.com are eligible for remote work—within the United States* Role: Create the strategy for, execute, and manage optimization plans for email lifecycle programs Collaborate with product management and product marketing to determine new product...

About the Role Morningstar’s Advisor Client Experience group is looking for a talented Marketing Graphic Designer for the Product Marketing team. We are looking for a proactive, detail-oriented, self-starter who can work effectively in a highly collaborative team setting.   Job Responsibilities: Work with the Marketing teams to design a wide variety of digital and print content including one-pagers, landing pages, case studies, videos, social media, blog posts, email marketing, RFPs, and sales collateral. Design assets that support existing clients and the onboarding of new clients. Maintain design consistency across assets. Create presentations for prospective clients and investors. Intrinsically understand the brand at its core and translate it into other experiential mediums and assist with the development and maintenance of brand identity processes.   Qualifications: 3–5 years of relevant...

Title: Senior Manager, Marketing & Communications Morningstar brings people together with a singular goal in mind—to build software that users love. From individual investors to portfolio managers—we live to create transparency, always focused on bringing clarity to complexity and creating tools that support millions of investors in ways that excite, inform and create long-term success. Our people have helped millions of investors around the world by thinking independently, by being passionate entrepreneurs applying research insights to data and building software that helps investors succeed.  We want great people who are curious, who love to share new ideas and perspectives and who are exceptional at every turn. It’s that simple. We’re looking for a Marketing Manager who loves to write, share new ideas and build great brand experience to join our team and help us develop immersive experiences across a variety of mediums. The Talent &...

We are seeking a dynamic marketing leader to create and execute the GTM strategy for our Investment Management products including Managed Portfolios and Mutual Funds. In this role you will partner with colleagues on the investment teams, marketing, sales, segment, creative, editorial, operations, compliance, and legal to develop and drive marketing strategy, segmentation, and positioning. The ideal candidate will bring a combination of the strategic thinking, growth marketing expertise, and deep understanding of financial products and the intermediary market.   Job Responsibilities Effectively partner with colleagues on investment teams, marketing, sales, channel, creative, editorial, operations, compliance, and legal to develop and drive marketing strategy, segmentation, and positioning. Develop and leverage advisor, competitor, NPS and internal insights to inform all aspects of product positioning, messaging, and go-to-market plans Create powerful...

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges. Wintrust is in the midst of a digital transformation, on track to lead the industry with new digital banking products and services. Led by proven digital executives, our newly restructured corporate...

About Prime Trust Prime Trust powers innovation in the digital economy by providing fintech and digital asset innovators with financial infrastructure .  Through a full suite of APIs, we help clients build seamlessly, launch quickly, and scale securely. Regulated by the State of Nevada, Prime Trust processes hundreds of millions of API calls and settles billions of transactions per month. Prime Trust's team has extensive regulatory and financial services backgrounds from the OCC, SEC, Federal Reserve, US Department of Justice, US Treasury/Secret Service, JPMorgan Chase, Green Dot, American Express, PNC, Bank of America, and Visa. The company is recognized by Forbes as America's Best Startup Employer 2022 and is also Great Place to Work-Certified™ 2022. Prime Trust has also been named to CB Insights Blockchain 50 for 2022. Visit us at www.primetrust.com and connect with us on LinkedIn, Twitter, and Facebook. Job Brief Prime Trust is seeking a director of Content...