16 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...

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...

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 This role is responsible for helping to drive...

Description The Director, Marketing Operations will lead the development of scalable processes and programs to empower the marketing team to drive results. This is a highly cross functional role requiring both strategic and tactical execution, strong program management, and the ability to build and lead a team. You have developed processes for high growth marketing organizations with exceptional problem-solving skills and an ability to work closely with marketing, sales, and technical stakeholders. You are a growth driver, someone who not only supports the needs of the team, but a person who thrives on identifying and chasing opportunities to accelerate the business. Job Responsibilities Through data and analytics, lead the effort to develop a performance-based digital marketing organization, focused on the audience journey. Ensure that marketing measurement drives performance review of key functions and campaigns including lead management processes and metrics,...

The Group: Morningstar’s mission is to create great products that help investors achieve their financial goals. For the Workplace group, that means building products and solutions that help employers maximize the value of their workplace retirement plans and put individuals on the path to better retirement outcomes. Workplace is a high-growth area for Morningstar that houses a diverse suite of technology and investment-based solutions. Our unique client base includes retirement plan providers, plan sponsors, plan consultants, and retirement plan advisors. By constantly evolving our solutions and solving our clients’ problems, we are well-positioned to help individuals achieve a better retirement. The workplace marketing team is critical to achieving this mission and bringing it to life. The Role: We are looking for an experienced leader to assume overall responsibility for leading marketers focused on demand generation, campaign creation, product, and client...

Job Summary Under limited guidance, use specialized knowledge and skills obtained through education and experience to coordinate, monitor, and execute projects and communication plans predominantly in the Investment Solutions (IS) and Raymond James Insurance Group (RJIG) departments within Global Wealth Solutions (GWS) at Raymond James. IS includes several product areas: alternative investments (hedge funds, private equity, private real estate, managed futures, etc.), concentrated equity, mutual funds, 529s, options, and structured investments (market-linked notes or CDs). RJIG includes annuities, life insurance, and long-term care. To support these areas, must have and/or develop advanced knowledge of products covered by IS and RJIG. Work in a dynamic team environment to coordinate marketing campaigns, build and execute on communication plans, use graphic design software to create and update advisor and client collateral, and coordinate conferences and events. General...

Intention.ly, a newly formed   marketing, and growth consulting firm, based in the Greater Philadelphia area, is seeking a Business Development Specialist to join their fast-moving business.    Intention.ly helps financial advisory businesses, and the companies supporting them, identify, map, and track clear paths for reaching their next phase of success. This role will be instrumental in helping Intention.ly turn prospects into advocates by scheduling engagement calls, writing and designing proposals, spearheading the contract process and creating a remarkable kick-off experience for new clients.   We’re Looking for Someone Who Is...   Detail Obsessed:  You pay attention to everything – and we mean everything – to capture the nuances of each individual engagement and create highly personalized proposals and contracts.    Organized:   You can manage highly interdependent, complex...

Intention.ly, a newly formed marketing, and growth consulting firm, based in the Greater Philadelphia area, is seeking a Digital Marketing Specialist to join their fast-moving business.  Intention.ly helps financial advisory businesses, and the companies supporting them, identify, map, and track clear paths for reaching their next phase of success and this role will work with our client accounts to manage all PPC and SEO campaigns on Google, Bing, and paid social networks (LinkedIn, Facebook, and Twitter), as well as other search and display marketing channels. The ideal candidate will be responsible for supporting all aspects of digital marketing - from implementation and optimization to reporting and analysis. We’re Looking for Someone Who Is... Data-Curious: You need to dive into data and insights before developing your strategy and are able to draw inferences into thoughtful points of view for how to drive new ideas. Organized: You are able to...

Intention.ly, a newly formed marketing, and growth consulting firm, based in the Greater Philadelphia area, is seeking a Brand Strategist to join their fast-moving business.  Intention.ly helps financial advisory businesses, and the companies supporting them, identify, map, and track clear paths for reaching their next phase of success. This role will play a key role in helping our clients successfully craft messaging and positioning to stand out in a crowded marketplace. Candidates must be able to establish a deep understanding of client business objectives, conduct audience interviews, moderate brand workshops and develop tailored, ownable brand strategies. We’re Looking for Someone Who Is... A Storyteller: You have excellent verbal and written communication skills and are able to adapt your messaging to best reach and engage various target audiences. Data-Curious: You need to dive into data and insights before developing your strategy and are able to...

Intention.ly, a newly formed marketing, and growth consulting firm, based in the Greater Philadelphia area, is seeking a Content Marketing Specialist to join their fast-moving business.  Intention.ly helps financial advisory businesses, and the companies supporting them, identify, map, and track clear paths for reaching their next phase of success and this role requires a sharp ear and understanding of strategic communication; a high level of creativity; superior attention to detail; impeccable writing skills; and experience working within the financial services or technology industry.  We’re Looking for Someone Who Is... A Storyteller: You have excellent verbal and written communication skills and can adapt how you communicate to best reach and engage your audience. Organized: You can manage highly interdependent, complex projects and keep multiple work streams on track. You are comfortable with both strategic messaging and hands-on...