Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing

NA; New York (NY); Hybrid; USD 125,000 - 210,000; Full time

Job summary

A leading global financial services company seeks a Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing in New York City. This senior role involves strategic marketing leadership to drive growth and enhance brand positioning within key financial segments, requiring 15+ years of experience. An analytical mindset and leadership skills are essential for success.

Benefits

Generous paid leaves and paid volunteer time

Access to flexible global resources and tools

Highly competitive compensation

Qualifications

• 15+ years of client marketing experience is required.
• Experience with B2B and B2B2C marketing programs.
• Proven track record in leading teams and collaborating across organizations.

Responsibilities

• Develop and implement comprehensive marketing strategies.
• Lead development of tailored messaging for client acquisition.
• Enhance the firm's brand presence in target markets.

Skills

Client Marketing

Analytical Mindset

B2B Marketing

Growth Marketing

Leadership

Job description

Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing

Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing

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Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing (Director)

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about.

We’re seeking a future team member for the role of Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing to join our Client Marketing team. This role is located in New York City (Hybrid).

The Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing is a senior leader responsible for positioning the firm as a leader and driving strategic marketing initiatives with financial advisors, RIAs, multi-family offices, warehouses, multinational and regional banks and broker-dealers. The ideal candidate will have a deep understanding of these segments, strong leadership capabilities, and a proven track record in developing and executing targeted marketing strategies that drive growth, client acquisition, and retention.

In this role, you’ll make an impact in the following ways:

• Strategic Marketing Leadership
• Develop and implement a comprehensive marketing strategy for the wealth intermediary, bank and broker-dealer segments, aligning with the firm’s overall business goals
• Collaborate with executive leadership, product, sales, and relationship teams to develop a unified go-to-market approach
• Client Acquisition & Retention
• Lead the development of tailored messaging and value propositions that resonate with different constituents within the segment
• Measure and analyze the effectiveness of marketing campaigns, using data-driven insights to refine strategies and optimize ROI
• Brand Positioning & Thought Leadership
• Establish and enhance the firm’s brand presence in the wealth intermediary, bank and broker-dealer market, building credibility and awareness, including white papers, webinars, industry reports, and case studies, that position the firm as a thought leader
• Cultivate relationships with industry organizations, publications, and conferences to showcase the firm’s expertise
  

To be successful in this role, we’re seeking the following:

• 15+ years of client marketing
• Experience with B2B and B2B2C marketing programs
• Highly analytical mindset and attention to key metrics
• Ability to run experiments and continuous testing in order to optimize performance
• Agile approach to growth marketing and the ability to punch through ambiguity
• Overall track record of professional and academic success
• Experience in building, leading and motivating teams while collaborating in a matrixed organization
  
  

At BNY, our culture speaks for itself. Here’s a few of our awards:

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023
  
  

Our Benefits And Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $125,000 and $210,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.

This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Wireless Services

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