44 Marketing jobs

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...

Objectives of this Role Build, lead, and review work of the creative team in the production of all Global Brand creative assets, including custom content, thought leadership programs, digital advertising, TV, video, website, print, and digital sales collateral  Spearhead and manage content strategy for both small-scale and large-scale projects, harnessing strategy, compelling content, digital and brand design, and technology Collaborate with our divisional marketing partners to ensure their work aligns with the brand expression guidelines Translate brand marketing objectives into clear and motivating marketing and advertising campaigns   Daily and Monthly Responsibilities Supervise teams of copywriters and designers Prioritize work and resources across engagements based on short- and long-term needs by collaborating with copywriters, designers and production departments Conduct brainstorming sessions with creative...

Mission: Bill.com is looking for a Senior Brand Designer for our Creative Studio within Marketing. This is what you will do: Design:  You’ll be a key team member of the Creative Studio and for all of Marketing, working on a variety of initiatives—from campaigns and web-pages to A/B ad testing, collateral, signage and more Build:  Craft our visual brand by making engaging experiences and touch points for our customers and customers-to-be Concept:  Team up with fellow creatives (art directors, designers, animators, writers, and illustrators) to develop eye-catching work and pitch it to stakeholders Own your work:  You will be empowered to do your best work and see your ideas through from concept to launch. Be a strong advocate for consistent and cohesive design Steward the brand:  Help refine and strengthen the Bill.com brand by designing within and extending our visual brand. Know when to push the limits, and when to...

Mission: The Marketing Operations Manager position is to help Bill.com take its next step in Marketing Automation and our MarTech strategy.  This position will partner closely with Marketing, and Sales Operations to create process, automation, clean data, analytics, with a lens of creative problem solving. This is an execution focused role that will require being able to build from concept, to minimum viable product, and progress to best-in-class solutions. Professional Experience/Background to be successful in this role: Bachelor's degree 2-3+ years of experience in revenue based positions Experience developing in marketing automation platforms - especially Marketo Experience with the marketing technology ecosystem Experience with CRM systems - especially Salesforce Experience in FinTech or the financial/accounting industry a plus Competencies (Attributes needed to be successful in this role): A proven track record of...

Building incomparably simple financial operations solutions supporting the heartbeat of our communities and nearly half of the U.S. GDP --- small and mid sized businesses.  As a leading provider of cloud-based software that simplifies, digitizes, and automates complex, financial operations for small and midsize businesses, Bill.com has grown with an entrepreneurial spirit that pursues continuous innovation. We’re driven by the belief that our technology can make a meaningful difference for small to midsize businesses.  We’re building the financial operations platform of the future to be used by millions worldwide. We have operations in San Jose, CA Draper, UT, Houston, TX and Sydney, AUS and are continuing to expand into other geographic locations. We’re partners with iconic US financial institutions and more than 80% of major accounting firms. If you’re looking for a place that helps you do the best work of  your career, look no...

Mission: The Product Marketing team within Bill.com is the driving force behind getting products to market and growing their impact on customers and the business. We represent the voice of the customer - before, during and after launch, articulate a product’s value in a way that resonates with customers and differentiates vis-a-vis the competition, and drive product adoption, retention, and advocacy. The product marketing team works cross functionally with product, user experience, support, sales, customer success, brand, growth, creative, and legal, making it an extremely dynamic and influential part of the organization. You’ll be responsible for driving both strategy and execution across the entire GTM lifecycle and be responsible for supporting growth in key business metrics. This role will be focused on developing holistic insights based on market research and competitive intelligence. You’ll manage a team, a research budget, competitive...

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...

WHO WE ARE: TIFIN  is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motiv Partners and a  who’s who  of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes. We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes. In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and...

Capital Preferences is an award-winning global fintech in scale-up mode looking to fill a full-time, fixed-term role that is a blend of marketing program management and international client engagement with the world’s leading banks and investment firms.  Be a founding member of our Sydney office as we establish our presence in wider Australia.  You’d be part of a growing, cross-functional team based in Sydney (or, alternately, at our headquarters in Christchurch, New Zealand).   Your primary responsibility is to oversee multiple go-to-market campaigns around the world. You would drive our digital presence, including web, blog and social media (primarily LinkedIn). As well, you would provide market entry project management and marketing expertise, focused especially on Australia, Singapore and Hong Kong.   The ideal candidate will have a strong commercial mindset with a track record as a marketing manager or sales enablement. You’ll...

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 &...

The Role: This role is responsible for designing and managing business processes for the organization including marketing investment prioritization, reporting, and goal definition and tracking. You will work closely with the marketing leadership team to establish best practices, procedural rigor, process improvement, and analytical insights. This is an opportunity for a seasoned professional to lead a high performing team and further shape the marketing operations function to drive our next stage of growth. Your daily operational partners will be digital, demand generation, field & customer marketing, product marketing, and corporate events. You will also drive regular interlock with corporate systems, sales operations, FP&A, and other teams that require coordination with marketing data and reporting.   Responsibilities: Lead a team of marketing operations professionals across business intelligence, database management, MarTech, and process/project...

itle: Marketing Specialist, 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...

About the Role In this role you will work with research, sales, digital, and editorial to create and deliver successful marketing programs for our key client segments - asset management and wealth management. You will be responsible for both creating content led strategies for mainland China and connect with the wider APAC region. You will also leverage translated content and tactics from our global team to support demand generation. Develop and implement a tactical marketing plan, supporting our sales efforts and ensuring that the Morningstar brand is clearly and consistently communicated. This is a position based in Shenzhen, and Shanghai reports to the Head of Commercial Strategy for Morningstar China.   Job Responsibilities • Drive content led demand generation to deliver powerful ideas to help drives sales opportunities • Coordinate messaging and repurpose content assets from other regions to maximize awareness and create demand in China. Assets...

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...

Job Objective • Develop, manage and execute multi-channel marketing programs supporting the company’s overall business objectives. • Support marketing strategies across both digital – SEO, SEM, social media, and email campaigns - and physical – events, trade shows, and other physical marketing assets – to improve the company’s reach to existing and prospective accounts via inbound website traffic, email and phone inquiries, and ultimate conversion to new customer and/or supplier relationships. • Identify and execute on marketing programs which increase customer retention, enhance lead acquisition rates, provide sales support and build brand capital. Duties and Responsibilities • Manage, support, and execute marketing activities for the company and activities within the marketing department. • Support the marketing strategy for the company in-line with company objectives. • Coordinate marketing campaigns with sales...

CAIS is building the first truly open marketplace for alternative investments, where financial advisors and asset managers engage and transact directly on a massive scale.  CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes; thus, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry leading learning system, CAIS IQ, that helps advisors learn faster, remember longer, and improve client outcomes. We are seeking an enthusiastic and collaborative Social Media Manager to join the Marketing team at CAIS. The ideal candidate will be a self-starter with high attention to detail, strong writing skills, project management and digital marketing experience. This role will work closely with the Senior Vice President of Communications within Marketing to plan,...

The Group The Credit group is a global team guided by Morningstar's mission to empower investor success. Our entrepreneurial spirit and uncompromising ethics guide everything we do. With teams in Toronto, New York, Chicago, London, Frankfurt, Madrid, and Mumbai, we delight our clients around the world with industry-defining credit products and services. Through DBRS Morningstar, we offer independent rating services and opinions for corporate and sovereign entities, financial institutions, and structured finance instruments. Rating over 3,000 issuers and 60,000 securities, DBRS Morningstar is the fourth-largest credit rating agency in the world. Through Morningstar Credit Information and Analytics (MCIA), we offer world-class credit tools and research for issuers and investors that lead to faster, insightful, and more predictable outcomes. The Credit group is one of the largest and fastest-growing business units at Morningstar and the newly formed Credit Marketing function is...

Founded in 1991 with the idea to be the alternative to the big banks, Wintrust has since grown into a financial services company with more than $45 billion in assets, headquartered in Rosemont, Illinois. Through our multiple companies and divisions, we provide traditional community banking and commercial banking services, wealth management solutions, commercial and life insurance premium financing, mortgage origination, and short-term accounts receivable financing and certain administrative services, such as data processing of payrolls, billing, and treasury management services. We provide community-oriented personal and business banking services to customers located in the greater Chicagoland area, northwest Indiana, and southern Wisconsin through more than 175 community bank locations. This position is a highly cross-functional and collaborative role, requiring both strategic and tactical execution. We are looking for a true team player who has previously executed operations,...