37 jobs found in united states

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and WeBull, and more than 20 million of our clients' customers.  Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Los Angeles, Portland, and Belfast Ireland.  If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you.  AFS has received a number of prestigious industry awards, including: 2021, 2020, 2019, and 2018 Best Wealth Management Company -...

Zogo is currently seeking a focused and goal-driven full-time Marketing Content Writer to join our team in Austin, Texas. Zogo has reached over 175+ financial institution partnerships because of our fast-paced, goal exceeding, and team-oriented attitude. This role will focus on B2B marketing and play a critical role in executing Zogo's 2022 marketing strategy.  Zogo is looking for candidates that want to set themselves apart from their peers by playing a critical role in a fast-growing fintech start-up.  You’ll gain hands-on marketing experience, sharpen your communication skills, and work with a cutting-edge company full of passionate, hardworking people. At Zogo, we want everyone to be empowered to reach their financial goals — and we need your help to make it happen. You will be responsible for: Plan, coordinate, and execute Zogo’s marketing content strategy...

As one of the world’s largest asset managers, solely dedicated to delivering a superior investment experience, we make a promise to our clients to create greater possibilities together. If you're looking for an inclusive and collaborative culture and challenging work that directly impacts people’s financial success, Invesco is for you. The Department The Insights, Analytics & Marketing team is passionate about understanding our clients and using that knowledge to deliver distinctive experiences that grow our business and reputation. We value great people driven to do great work who lead with empathy, honesty, passion and character. We innovate, learn, grow and succeed together, and have fun along the way. Your Role You are an expert leader and strategic partner who uses a combination of intuition, experience and data to put the client at the center of all you do and re-imagines how to optimally influence investment decisions of Financial Advisors,...

The Role Do you enjoy learning about and promoting non-traditional, alternative investments? If so, come join the Asset Management Segment and Solutions Marketing team where our mission is to champion the investment talents of Fidelity’s investment products and solutions. As a Director of Asset Management Segment and Solutions Marketing, you will help develop and execute product marketing plans that will differentiate Fidelity’s alternative investing products and solutions and cryptocurrency-related products in the marketplace. You will work closely with the Team Lead and will have responsibility for creating and delivering on an array of investment product marketing activities, including competitive analysis, cross-firm program tracking and measurement, message development, collateral, launch support, and digital content. This role involves leading work that will be leveraged by our intermediary, retail and institutional channels. This is a diverse and...

Position Description: We are seeking a Partner Marketing Manager to join our Americas Client Marketing organization. The Americas Client Marketing team drives the marketing strategy for some of our most important businesses, including U.S. Institutional, Consultant Relations, Variable Annuity, Financial Institutions, and Retail marketing across the U.S., Latin America, and Canada. In this key role, you will be a Channel leader for our Partner Marketing team focused on deepening and executing marketing alignment with PIMCO’s U.S. Global Wealth Management clients (i.e. national and regional broker-dealers, banks, platforms, etc.).    This position will lead the development, direction, and execution of the channel marketing strategy to position and promote our capabilities with PIMCO’s largest intermediary clients.  The Partner Marketing Manager will bring a combination of strategic thinking and industry expertise needed to...

Director, Integrated Marketing - The Wall Street Journal The Integrated Marketing team leads the process of developing advertising RFP responses from end to end, ensuring that they're not only delivered on time and on budget for our clients but that they also promote our clients' businesses and lead to long-term partnerships with The Wall Street Journal and Barron's Group. The Integrated Marketing team brings together the right people and resources to provide the best possible ideas and strategies to our partners -- understanding client goals, assembling teams of specialists, and leading the process to success. We oversee the RFP response from end to end, starting with 'what is the problem we're solving?' to 'how are we going to report success?', and we work with the right people to get to those answers. Success within the Integrated Marketing team requires a passion for media, an editorial mindset, and a high standard for visual presentations, all brought to life through...

What does a great Product Marketing Manager do? Fiserv is looking for a Product Marketing Manager, reporting to the VP of Marketing, to help us bolster our reputation for innovation and leadership within the payments and financial services industries. As a Product Marketing Manager, you can look forward to: • Work with central brand teams to create visibility for Fiserv innovation, products and industry leadership • Establish Fiserv as a driver of innovation for issuers and bolster Fiserv reputation for expertise and leadership in payments & financial services • Create visibility for Fiserv people, products, leadership and mission in the financial services industry • Work with trade media journalists and payments influencers to create thought leadership opportunities for Fiserv, including speaking on current topics and highlighting our products, innovation and employees • Establish an engaging and interactive presence at Fiserv and...

Summary: Collaborate with Financial Services CMO and partner with business and sales execs to understand market challenges and opportunities and develop solution marketing campaigns that drive measurable results.  Work closely with relevant leadership to plan and execute throughout the year. Oversee the delivery of solution campaigns that increase brand awareness, reputation in the market, generates new sales and revenue, and strengthens client and prospect relationships Work closely with business and sales execs, vertical CMOs, corporate/brand marketing and all facets of Cognizant marketing to develop integrated multichannel content-driven marketing campaigns. Work closely with FS CMO and BU marketing to measure, assess, and continuously improve banking and financial services marketing strategy and plans to stay lockstep with Cognizant strategic direction, Core Modernization Digital Imperative, BU business priorities, opportunities, and shifts in...

The Group: Morningstar’s mission is to create great products that help investors achieve their financial goals. For the Workplace group, that means creating products and solutions that help individuals achieve better retirement outcomes and for employers to maximize the value of their workplace retirement plans. Workplace is a high growth area for Morningstar and houses a diverse suite of technology and investment-based solutions. Our unique client base- consisting of retirement plan providers, sponsors, consultants and advisors. By constantly evolving our solutions and solving our client's problems, we believe we are well-positioned to help individuals build for a better retirement. The workplace marketing team is critical to achieving this mission.   The Role: In this role you’ll be responsible for leading Workplace’s product, content and digital marketing strategies. The role involves working with sales, research, product and business to drive greater...

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...

The Group: Morningstar’s mission is to empower investor success. The Data, Direct and Reporting team does this by creating products that help financial professionals and the investors they serve, achieve financial goals. The Morningstar Data, Direct and Reporting business is one of the largest software units, with a large pre-existing user group – still prime for market and wallet share growth globally. The role we are hiring for will focus on the Data piece of our portfolio. We are seeking a strategic, collaborative, positive, and curious product marketer to lead our Notebooks and Analytics lab capabilities within Direct. The Role: The role will report to the Senior Director of Data Marketing and will need to be comfortable working with several key stakeholders in product management, sales, and success. Responsibilities: Lead the go-to-market process, set and measure progress against key metrics, including internal and external communication strategy...

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.  We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Reporting to the Manager of Advisor Marketing and Communications, the Private Client Group Marketing Consultant will support the marketing initiatives of Janney’s Financial Advisors and their teams through developing multi-channel marketing and client communication campaigns and serving as a liaison to dedicated PCG relationships to communicated prior content, platform updates and best practices. ESSENTIAL DUTIES AND RESPONSIBILITIES: Facilitate the design and implementation of a multi-faceted marketing plan for members of Janney’s Private Client Group Work with members of Janney’s Private Client Group and others as needed to...

We are looking to hire an Email Marketing Specialist to work on our Marketing Team. This person would be responsible for setting up dedicated emails in our Marketo or Hubspot Campaign systems, executing digital marketing campaigns, reporting, tracking performance, communicating with internal marketing team members, and making HTML or CSS adjustments.   Experience required:   Marketo (2+ years) MS Excel Salesforce.com HTML (2+ years) CSS   Must be willing to learn new skills. Must have strong interpersonal skills with a focus on client service.   *Hybrid position 

We truly believe that sound financial advice has the power to transform lives for the better, and should therefore be accessible to the many, not the few. intelliflo widens access to financial advice globally through leading technology which powers the advisory experience.   We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors flourish and grow. Our solutions support over 30,000 financial advisors worldwide, who represent over three million end-investors with over USD 1 trillion assets serviced across our platforms.   intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry.   Your Role: Our new and exciting brand gives us the opportunity to challenge the status quo and show up differently. As the Head of Marketing for the U.S., you will work alongside colleagues in our global...

The Group:  Morningstar’s mission is to empower investor success. With a rapidly growing business audience its essential that Morningstar creates a seamless experience for our buyers across multiple business units. The Morningstar Demand Generation Marketing group plays an important part in architecting campaigns and programs to create experiences that guide the buyer journey and deliver pipeline and revenue for the business. The Role:  Our Field and Customer Marketing team is seeking a Field Marketing Manager to lead Morningstar’s third-party conference and event strategy in North America for our Wealth Management Solutions group. This role will work across Morningstar’s business lines to represent our products, solutions, and brand to the professional investment community. As the Field Marketing Manager, you will create and execute integrated marketing campaigns to build brand awareness, drive lead generation and revenue for various product lines...

The Group:  Morningstar’s mission is to empower investor success. With a rapidly growing business audience its essential that Morningstar creates a seamless experience for our buyers across multiple business units. The Morningstar Demand Generation Marketing group plays an important part in architecting campaigns and programs to create experiences that guide the buyer journey and deliver pipeline and revenue for the business. The Role:  Our Field and Customer Marketing team is seeking a Field Marketing Manager to lead Morningstar’s third-party conference and event strategy in North America for our Wealth Management Solutions group. This role will work across Morningstar’s business lines to represent our products, solutions, and brand to the professional investment community. As the Field Marketing Manager, you will create and execute integrated marketing campaigns to build brand awareness, drive lead generation and revenue for various product lines...

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and WeBull, and more than 20 million of our clients' customers. Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Los Angeles, Portland, and Belfast Ireland. If you are seeking a fast-paced, entrepreneurial environment where you'll have the opportunity to make and immediate impact, and you have the guts to change everything, this is the place for you. AFS has received a number of prestigious industry awards, including: 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough...

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...

What we do: First Eagle is an independent, privately owned investment management firm headquartered in New York with approximately $110 billion in assets under management (as of 12/31/21). Throughout a heritage that dates to 1864, the firm has sought to generate attractive real returns for our clients over the long term. This tradition remains central to our mission today, guided by a set of core investment tenets that sustains our culture while also allowing philosophical autonomy among our talented portfolio management teams. First Eagle’s range of actively managed equity and equity-oriented, public and private credit, multi-asset and alternative strategies reflect our dedication to disciplined and unconventional thinking, a global perspective and the long-term alignment of interests.   What drives us: At First Eagle, clients come first, always. To deliver on this commitment, we nurture an environment that...

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,...