Senior Regional Marketing Specialist

Responsible for the implementation of marketing strategy to meet regional goals with marketing programs that align with overall Wealth Management and Corporation's strategic plan. Manages and implements the marketing strategy to support dedicated markets and monitors and tracks budget and performance management. Works with regional leadership, marketing team, sales and relationship managers to promote marketing campaigns / programs.

Major Duties

1. Operates independently and has in-depth knowledge of financial services and the wealth management business unit.
2. Interacts with various stakeholders across the business to gather data for creation of marketing strategies and content.
3. Establishes and implements marketing strategy f or dedicated markets including oversight of budget.
4. Implements strategic philanthropy programs.
5. Manages sponsorships and events including event planning, project management and digital execution.
6. Coordinates digital marketing activities including lead generation, optimizing digital channels and tracking performance.
7. Manages local marketing communications including marketing updates, public relations efforts and supporting leadership as needed.
8. Reviews and analyzes trends in the wealth management industry and HNW marketplace as well as performance metrics to determine appropriate marketing tactics.

#LI-EE1

• Experience in the financial services industry specifically in Wealth Management with consumer products, services and marketing concepts, acquired through related work experience and formal education is required.
• Analytical skills to oversee performance measurement, tracking and reporting and budget management.
• Negotiation skills to facilitate strategic benefits with external partners/vendors when planning events and sponsorships.
• Proficiency with the digital tools to support events and lead generation (experience with Marketo and/or Salesforce a plus)
• Writing and editing skills.
• Flexibility in projects from creating PowerPoint presentations, to planning, managing large events.
• Strong Social Intelligence Quotient (SQ)
• High Emotional Intelligence Quotient (EQ)

Additional Information