Marketing Strategy Manager

Job Description Summary

Develops and implements marketing initiatives to support Advisor Marketing business objectives. Gathers and assesses insights regarding advisors' experience with Marketing and identifies opportunities to improve their experience. Manages strategic initiatives to achieve this goal as well as related assigned projects supporting senior product managers, senior agency managers, and other Advisor Marketing senior managers. May have extensive contact with internal customers to identify, research, and resolve problems.

Job Description

Essential Duties and Responsibilities :

• Working with Marketing senior leadership and the Data Insights team, identifies advisor experience metrics / KPIs and establishes overall advisor experience objectives and goals.
• Develops plans to acquire external market research data as well as internal research data, interprets responses / results, and makes actionable business decisions based on insights.
• Designs, proposes and implements marketing strategies, guidelines and procedures within broad principles and policies to meet short- and long-term business needs.
• Manages all aspects of the Marketing Advisory Council(s), including member selection and ongoing communication, agenda / content and presenter coordination, council meeting moderation, and all meeting logistics.
• Builds broad-based support for marketing ideas and projects. Develops concepts for marketing campaigns and leads cross-functional teams on creative and campaign execution. Creates, curates, and distributes content to achieve defined objectives and align with roadmap and goals.
• Develops, tests, and executes CRM, email, and other direct marketing campaigns and tactics with a high level of accuracy and attention to detail. Measures outcomes against KPIs and adjusts future campaigns as a result.
• Manages deadlines, expectations, and logistics coordination for meetings, conferences / events, and projects through regular communication. Leads conference / event participation and content coordination for Marketing, and tracks results of participation.
• Prepares / manages cost estimates and budgets for key events and initiatives.
• Develops actionable analysis on the effectiveness of various marketing strategies and campaigns and incorporates insights into marketing plans and future initiatives.
• Builds relationships on all levels, both within and outside of the department, including associates in the firm's account management, product management, corporate communications, practice management, data / insights, IT, content coordination, and other departments. Develops / ensures connections leading to enhanced opportunities for visibility and advisor engagement.
• Presents to audiences of various levels and sizes (financial advisors, branch professionals, prospective advisors, RJ management) on topics ranging from a general marketing overview to topics requiring a higher level of marketing subject matter expertise. Presents to management audiences to gain feedback and / or approval for roadmaps, campaigns / strategies, budgets and other plans. Represents department in booths at conferences, expos, technology centers, etc.
• Manages all aspects of the Marketing Advisory Council(s), including member selection and ongoing communication, agenda / content and presenter coordination, council meeting moderation, and all meeting logistics.
• Builds and maintains database of advisor success stories / case studies and manages ongoing relationships with advisors, branch / complex managers, branch professionals, etc.
• Supports the Home Office Visit (HOV) program for prospective advisors meeting with marketing leaders.
• Independently balances multiple conflicting resource and priority demands.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities :

In-depth knowledge of :

Skill in :

Ability to :

Education

Bachelor's : Communications, Bachelor's : Marketing

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to :

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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