Growth-Focused Marketing Operations Manager

Credent Wealth Management; Auburn (IN); On-site; USD 95,000 - 150,000; Full time

Job summary

Credent Wealth Management seeks a Marketing Operations Manager to implement the firm’s marketing plan across Wealth Management and Advisor Solutions, driving brand consistency and results-driven campaigns.

You will lead a team of marketing specialists, manage content calendars, coordinate multimedia assets, and collaborate with multiple stakeholders to optimize workflows and outcomes. Strong PM and compliance focus required.

Qualifications

• Bachelor's degree in marketing/communications or related field or equivalent work experience.
• 5+ years marketing experience in financial services or related field.
• Strong written and verbal communication, project management, and collaboration skills.
• Experience with retail and B2B marketing initiatives and compliance in financial services.

Responsibilities

• Execute quarterly strategic objectives set by Marketing Strategy Committee.
• Maintain brand consistency across Wealth Management and Advisor Solutions businesses.
• Execute client and advisor-focused marketing programs including collateral, events, and digital campaigns.
• Implement marketing action plans with measurable objectives and performance metrics.
• Streamline workflows to enhance productivity and efficiency across the team.
• Provide recommendations and insights based on internal observations and feedback.
• Manage content calendar and editorial strategy implementation.
• Oversee website enhancements that optimize conversion pathways.
• Support M&A communications and advisor transitions with appropriate messaging.
• Implement conference and micro-event programs and advisor marketing resources.
• Manage Credent's social media presence across LinkedIn, Facebook, and YouTube.
• Coordinate production and distribution of client-facing and advisor-facing video content.
• Maintain alignment between marketing initiatives and Credent's client experience.
• Monitor key performance indicators and provide routine reporting on key metrics.
• Maintain compliance across all marketing programs.
• Direct supervision of marketing specialists.
• Manage relationships with agencies and vendors.
• Guide advisors on marketing best practices and available resources.
• Oversee project timelines, budgets, and deliverables.

Skills

Project management

Digital marketing

Analytics

Email marketing

Compliance knowledge

Retail & B2B marketing

Communication

Cross-functional collaboration

Education

Bachelor's Degree in Marketing/Communications or related field

Tools

Marketing platforms

Analytics tools

Content calendar tools

Job description

Credent Wealth Management seeks a Marketing Operations Manager to implement the firm’s marketing plan across Wealth Management and Advisor Solutions, driving brand consistency and results-driven campaigns.

You will lead a team of marketing specialists, manage content calendars, coordinate multimedia assets, and collaborate with multiple stakeholders to optimize workflows and outcomes. Strong PM and compliance focus required.