Channel Marketing Manager (Wealth Management)

Dimensional Fund Advisors; Charlotte (NC); On-site; USD 80,000 - 140,000; Full time

Job summary

An innovative firm is seeking a Marketing Manager to lead advisor-focused channels and enhance communication with key stakeholders. This role involves prioritizing campaign concepts, executing integrated marketing strategies, and measuring effectiveness to support the firm's growth. The ideal candidate will have extensive experience in the financial services industry, demonstrating proactive leadership and exceptional communication skills. Join a dynamic team that values collaboration and creativity, and help shape the future of investing while enjoying a flexible hybrid work environment.

Benefits

Comprehensive benefits

Educational initiatives

Special celebrations of history and culture

Qualifications

• 10+ years of marketing experience in financial services with senior executives.
• Proven track record in multichannel strategies through intermediary channels.

Responsibilities

• Coordinate marketing campaigns for advisor-focused audiences.
• Serve as a consultant and resource for channel leadership teams.

Skills

Multichannel Marketing Strategies

Communication Skills

Organizational Skills

Interpersonal Skills

Analytical Skills

Education

Bachelor’s degree in Finance

Bachelor’s degree in Communications

Bachelor’s degree in Marketing

Bachelor’s degree in Journalism

Tools

Marketing Tools

Analytics Software

Job description

Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.

• Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Job Description:

At Dimensional, we’re focused on changing the way people think and feel about investing. Our goal is to stay on the leading edge of research and implementation while also providing an extraordinary client experience. As the firm’s growth accelerates around the world, a strategic marketing program that supports the business while maintaining Dimensional’s values is critical to our continued success.

The Marketing Manager will serve as the main contact for advisor-focused channels and manage the communication with Channel Heads and Regional Directors to ensure marketing campaign and prospecting activities are deployed in partnership with sales. They will be the main conduit of communication between channels focused on financial advisors, broker dealers, wire houses and other financial institutions and the larger marketing organization.

Responsibilities:

• Coordinate with marketing team to prioritize campaign concepts pertinent to the advisor-focused audience, identify key deliverables, draft promotion plans, and deliver analytics for channel-specific endeavors.
• Serve as a dedicated consultant, advocate and resource for the channel leadership teams, and be a single point of contact for ad-hoc requests arising from sales channels.
• Keep abreast of additional firm-wide campaign initiatives that correspond to the strategic growth drivers of the advisor-focused channels.
• Partner with multiple marketing entities to effectively execute integrated marketing campaigns.
• Identify new and emerging marketing tools, services, and software to innovate and further the sales and marketing strategy.
• Stay abreast of financial industry developments and marketplace opportunities/challenges to inform strategy and contribute to benchmarking.
• Measure and continually seek to enhance the effectiveness of our sales and marketing strategy.

Qualifications:

• 10+ years of marketing experience in the financial services industry, working with senior executives in a global business environment.
• Proactive with proven track record of implementing multichannel marketing strategies through intermediary distribution channels, specifically broker dealer, RIAs, enterprise, and independent advisors.
• Thorough knowledge of the rules of engagement when coordinating marketing initiatives with wire houses and broker dealers.
• Past experience with an asset management firm, ETF provider, broker dealer, large RIA, REIT or annuity company preferred.
• Excellent written and verbal communication skills.
• Outstanding organizational and interpersonal skills, including the ability to quickly build trust and influence, and to collaborate effectively with and across teams to achieve the best results.
• Adept at juggling numerous projects and managing multiple stakeholders while meeting deadlines and maintaining attention to detail.
• Ability to analyze metrics and present information in a meaningful way.
• A Bachelor’s degree in Finance, Communications, Marketing, Journalism or related field.

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.