Channel Marketing Manager (Wealth Management)

Dimensional Fund Advisors; Charlotte (NC); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player in financial services is seeking a Channel Marketing Manager to drive strategic marketing initiatives. This role focuses on developing tailored campaigns for advisor-focused audiences and collaborating across teams to enhance marketing effectiveness. With a commitment to innovation, the company values a deep understanding of the financial landscape and seeks a candidate with extensive experience in multichannel marketing. Join a dynamic team that prioritizes exceptional client experiences and fosters a culture of inclusivity and growth.

Benefits

Comprehensive Benefits

Educational Programs

Inclusive Workplace

Accommodations upon Request

Qualifications

• 10+ years of marketing experience in financial services.
• Proven success in multichannel marketing within intermediary distribution.

Responsibilities

• Coordinate with marketing to develop campaign concepts for advisors.
• Identify and implement innovative marketing tools and technologies.

Skills

Multichannel Marketing

Financial Services Knowledge

Analytical Skills

Communication Skills

Project Management

Education

Bachelor’s degree in Finance

Bachelor’s degree in Communications

Bachelor’s degree in Marketing

Tools

Marketing Automation Tools

Data Analysis Software

Job description

Channel Marketing Manager (Wealth Management)

Join to apply for the Channel Marketing Manager (Wealth Management) role at Dimensional Fund Advisors

Job Overview

At Dimensional, we focus on transforming perceptions of investing by staying at the forefront of research and delivering exceptional client experiences. As our global growth accelerates, a strategic marketing program aligned with our values is essential for continued success.

Responsibilities

• Coordinate with marketing to develop campaign concepts tailored for advisor-focused audiences, define key deliverables, and analyze campaign performance.
• Act as a primary contact for channel leadership teams, addressing ad-hoc requests from sales channels.
• Align with firm-wide initiatives that support the strategic growth of advisor-focused channels.
• Collaborate across marketing teams to execute integrated campaigns.
• Identify and implement innovative marketing tools and technologies.
• Stay informed on industry developments to guide strategy and benchmarking.
• Continuously evaluate and improve sales and marketing effectiveness.

Qualifications

• 10+ years of marketing experience in financial services, with senior-level engagement in a global setting.
• Proven success in multichannel marketing within intermediary distribution channels such as broker dealers, RIAs, and independent advisors.
• Deep understanding of regulations and engagement rules for marketing with wire houses and broker dealers.
• Experience with asset management firms, ETF providers, broker dealers, large RIAs, REITs, or annuity companies is preferred.
• Excellent communication, organizational, and interpersonal skills.
• Ability to manage multiple projects and stakeholders effectively.
• Strong analytical skills with the ability to present data meaningfully.
• Bachelor’s degree in Finance, Communications, Marketing, Journalism, or related field.

Additional Information

Dimensional offers comprehensive benefits, educational programs, and celebrates our culture and growth. We are committed to an inclusive workplace and provide accommodations upon request.