Advisor Engagement & Events Manager

City National Bank; City of Rochester (NY); On-site; USD 87,000 - 139,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Paid time off

Fertility benefits

Career mobility support

Colleague resource groups

Job summary

City National Bank in New York is seeking an Advisor Engagement & Events Manager to develop and deliver marketing programs that deepen engagement with independent financial advisors and clients, driving sales-driven events and impactful marketing strategies.

The role collaborates with strategy, marketing, sales, portfolio managers, and external advisors to implement ideas, plan events, and create professional marketing materials.

Qualifications

• Bachelor's Degree or equivalent.
• 3-5 years marketing strategy or event marketing in financial services, preferably within investment management.
• Proficiency in Microsoft Office applications (PowerPoint, Excel)
• Ability to travel up to 20% of the time.

Responsibilities

• Support the development of strategic marketing programs to deepen/grow financial advisor relationships and AUM.
• Identify key segments and needs to tailor programs based on distinct personas.
• Manage strategic marketing projects and events end-to-end, cross-functionally with strategy, marketing, sales, portfolio managers, and external advisors to share concepts and feedback.
• Plan and execute marketing events aligned with the firm’s strategic goals.
• Create customized presentations for meetings and events within RBC Rochdale.
• Design and produce professional marketing materials for events.
• Plan initiatives to reach target audiences via channels (social, video, email, ads).
• Determine, track, and report KPIs for each program.

Skills

Marketing strategy

Event marketing

MS Office

Education

Bachelor's degree

Tools

Salesforce

Pardot

Marketing automation

Job description

ABOUT US

RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.

ADVISOR ENGAGEMENT & EVENTS MANAGER

WHAT IS THE OPPORTUNITY?

This position is responsible for identifying, developing and delivering marketing programs that deepen engagement with independent financial advisors and clients. This is an exciting opportunity to join a vibrant team dedicated to creating sales-driven events and impactful marketing strategies.

WHAT WILL YOU DO?

• Support in the development of strategic marketing programs to deepen / grow financial advisor relationships and AUM.
• Identify key segments and needs to tailor programs based on distinct personas.
• Manage strategic marketing projects and events end-to-end, working cross-functionally with strategy, marketing, sales, portfolio managers, and external advisors to share concepts, collect and incorporate feedback that maximizes successful implementation of strategic ideas.
• Manage planning, organizing, and executing successful marketing events that align with the firm’s strategic goals
• Work cross-functionally to create customized presentations for specific meetings and events within RBC Rochdale
• Design and create a wide variety of customized, professional-quality marketing materials for specific events
• Plan and execute initiatives to reach the target audience through appropriate channels (social media, video, email marketing, advertising, etc.)
• Determine, track, and report key KPIs for each specific program developed.
• Conduct market research and to identify new opportunities and trends.
• Work with compliance team to finalize and ensure marketing materials, proposals, and communications meet all regulatory requirements.
• Other marketing-related duties as needed.

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• Bachelor's Degree or equivalent
• 3-5 years marketing strategy or event marketing in financial services, preferably within investment management.
• Proficiency in Microsoft Office applications (PowerPoint, Excel)
• Ability to travel up to 20% of the time

Additional Qualifications

• Bachelor’s Degree
• 4-6 years marketing or event marketing in financial services, preferably within investment management.
• Proven experience in marketing, event planning, or a related role.
• Understanding of economics, financial and investment concepts and terms; can apply them thoughtfully to marketing strategies
• Proficiency in Salesforce and other CRM systems.
• Proficiency in Marketing Automation Software (e.g. Pardot)
• Strong organizational skills and attention to detail
• Strong interpersonal and communication skills, can network and build key relationships
• Ability to work independently and multi-task multiple time sensitive projects

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

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