Develop and execute a strategic marketing plan
Partner closely with the Head of US Marketing to lead a comprehensive marketing strategy for the US wealth and global enterprise business
Lead a team of marketing managers and specialists
Build and mentor high-performing teams
Contribute to budget management
Responsible for implementing marketing tactics aimed at building brand awareness
Accountable for continuous evaluation of marketing plan
Partner with the Head of US Marketing on key initiatives
Actively participate in high-level strategic decision-making processes
Foster long-term, strategic partnerships
Make strategic decisions that balance competing priorities
Create and lead the execution of launch strategies
Develop and lead the execution of product and thematic campaigns

Bachelor’s degree or equivalent experience
10+ years’ experience in financial services industry, preferably in sales or marketing
Proven management experience, including leading and developing teams
Series seven and 63 desired
Series 24 a-plus
Strong collaboration and stakeholder management skills
Strategic, creative, and results oriented mindset
High attention to detail and proactive approach

Annual discretionary bonus
401(k) plan with a generous match
Comprehensive benefits package
Range of competitive healthcare options
Employee stock investment program
Learning resources and career development programs
Reimbursement for certain education expenses
Paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
Motivational wellbeing program

Strategic Relationship Director

Key skills