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Marketing Executive (Wealth Management & FI Exp)
Teamrecruiter.com Inc Toronto, Ontario
Contractuel
Temps plein
Aussitôt que possible
Télétravail partiel
Description du poste
One of our banking clients is looking for a Senior Marketing Coordinator (Wealth Management & Finance exp)
Length: 12 months contract with possibility of extension or conversion to a permanent position
Location: Toronto, ON – Hybrid (2 days a week onsite)
LOB: Private Wealth
JOB DESCRIPTION:
This role delivers marketing consulting to Private Wealth Professionals to support their entrepreneurial business development via increased client acquisition/loyalty. The candidate leads development and execution of marketing materials, ensuring it meets brand, legal and compliance requirements for Private Wealth Professionals while also helping to drive regional execution of national strategic initiatives.
RESPONSIBILITIES INCLUDE:
Working with internal and external partners on creative development and adaptation, approvals and translation requirements for all customized marketing materials and promptly responding to all marketing requests.
Oversee the development, implementation, and execution of marketing requests for Private Wealth Professionals in assigned region.
• Develop regional marketing campaigns ensuring adherence to branding guidelines
• Regularly update and create posted marketing material on the intranet; keeping in constant communication with Private Wealth advisors to ensure timely completion of marketing requests.
• Oversee proper maintenance of records of all projects, ensuring accuracy, completeness and in a manner that complies with regulatory and audit requirements.
• Track performance of executed programs, delivering insights and recommendations for continuous improvement
• Help to develop strategic Firm-wide marketing campaigns, and/or specific district / division level campaigns by establishing key targets, tracking results and working with other marketing partners to execute campaigns.
• Collaborate with internal partners (i.e. regional business leaders, graphic designs, translation, legal, compliance, regulatory, enterprise brand team) and external partners (i.e. agencies) to ensure timely and high-quality delivery of projects within budget.
• Manages various external vendor relationships as required
MUST HAVES:
• Marketing experience including advertising, direct marketing, collateral, digital, and social preferred
• Demonstrated experienced working in complex organizations with internal and external partners
• Demonstrated success in simultaneously bringing multiple projects through to successful completion
• Demonstrated understanding of the Wealth Management industry preferred
SOFT SKILLS:
• Superior interpersonal, relationship-building and collaboration skills with peers, partners and executives
• Strong written/oral skills with proven ability to translate into influential communication/presentations
• Project management and ability to manage multiple business priorities at once
• Proven problem solving, negotiation and decision-making skills
• Creative evaluation skills to deliver appropriate feedback on marketing materials vs. business objectives
• Proactive, resourceful and self-motivated
• Must be able to work in a team environment with a multi-disciplinary group
Education:
- University Degree (Business focus an asset)
URGENT: Please read the job description above. If this interests you, apply to the job with your most updated resume, including your contact number and email address.
The recruiter in charge of this role is Fathiya.
If you do not think you are a match for this opportunity, but know someone who is, feel free to forward this job description to them and you will be eligible for a referral bonus upon a successful hire.
Please note that this is the most up to date version of job description available at this time – During Client Interview you will receive additional information – variance may apply!
Please note: Adherence to our end client’s vaccination policy is a requirement.
Please visit the TEAMRECRUITER website to review other CAREER OPPORTUNITIES!
Length: 12 months contract with possibility of extension or conversion to a permanent position
Location: Toronto, ON – Hybrid (2 days a week onsite)
LOB: Private Wealth
JOB DESCRIPTION:
This role delivers marketing consulting to Private Wealth Professionals to support their entrepreneurial business development via increased client acquisition/loyalty. The candidate leads development and execution of marketing materials, ensuring it meets brand, legal and compliance requirements for Private Wealth Professionals while also helping to drive regional execution of national strategic initiatives.
RESPONSIBILITIES INCLUDE:
Working with internal and external partners on creative development and adaptation, approvals and translation requirements for all customized marketing materials and promptly responding to all marketing requests.
Oversee the development, implementation, and execution of marketing requests for Private Wealth Professionals in assigned region.
• Develop regional marketing campaigns ensuring adherence to branding guidelines
• Regularly update and create posted marketing material on the intranet; keeping in constant communication with Private Wealth advisors to ensure timely completion of marketing requests.
• Oversee proper maintenance of records of all projects, ensuring accuracy, completeness and in a manner that complies with regulatory and audit requirements.
• Track performance of executed programs, delivering insights and recommendations for continuous improvement
• Help to develop strategic Firm-wide marketing campaigns, and/or specific district / division level campaigns by establishing key targets, tracking results and working with other marketing partners to execute campaigns.
• Collaborate with internal partners (i.e. regional business leaders, graphic designs, translation, legal, compliance, regulatory, enterprise brand team) and external partners (i.e. agencies) to ensure timely and high-quality delivery of projects within budget.
• Manages various external vendor relationships as required
MUST HAVES:
• Marketing experience including advertising, direct marketing, collateral, digital, and social preferred
• Demonstrated experienced working in complex organizations with internal and external partners
• Demonstrated success in simultaneously bringing multiple projects through to successful completion
• Demonstrated understanding of the Wealth Management industry preferred
SOFT SKILLS:
• Superior interpersonal, relationship-building and collaboration skills with peers, partners and executives
• Strong written/oral skills with proven ability to translate into influential communication/presentations
• Project management and ability to manage multiple business priorities at once
• Proven problem solving, negotiation and decision-making skills
• Creative evaluation skills to deliver appropriate feedback on marketing materials vs. business objectives
• Proactive, resourceful and self-motivated
• Must be able to work in a team environment with a multi-disciplinary group
Education:
- University Degree (Business focus an asset)
URGENT: Please read the job description above. If this interests you, apply to the job with your most updated resume, including your contact number and email address.
The recruiter in charge of this role is Fathiya.
If you do not think you are a match for this opportunity, but know someone who is, feel free to forward this job description to them and you will be eligible for a referral bonus upon a successful hire.
Please note that this is the most up to date version of job description available at this time – During Client Interview you will receive additional information – variance may apply!
Please note: Adherence to our end client’s vaccination policy is a requirement.
Please visit the TEAMRECRUITER website to review other CAREER OPPORTUNITIES!
Teamrecruiter.com Inc
Teamrecruiter.com est un fournisseur de services de dotation et de recrutement auprès des entreprises Fortune 500 et des entreprises à croissance émergente en Amérique du Nord. Nos consultants et chargés de comptes travaillent en interne...
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