Marketing Manager

MRA - The Management Association; City of Pewaukee (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

MRA - The Management Association in Wisconsin is seeking a Marketing Manager to support marketing and client engagement for financial advisors. You will craft digital and print content, manage website updates, and coordinate campaigns that boost brand visibility and lead generation.

The role emphasizes collaboration, accuracy, and adherence to compliance standards, with responsibilities spanning email marketing, presentations, and events. A degree and 2–3 years in marketing are preferred.

Qualifications

• Associate's degree in marketing, Communications, Business, Finance, or related field required, bachelor's degree preferred, plus 2-3 years of experience in a marketing role.
• Strong written and verbal communication skills, with the ability to translate financial topics into clear client-friendly language.
• Excellent organizational skills and ability to manage multiple projects simultaneously.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint), design tools such as Canva or Adobe Creative Cloud products preferred.
• Familiarity with CRM systems and digital marketing tools is a plus.
• Ability to work collaboratively while maintaining attention to detail.
• 2 years of experience working in financial services or a regulated industry preferred.
• Knowledge of FINRA/SEC compliance considerations for marketing materials preferred.
• Experience managing a budget, negotiating contracts, working with outside vendors preferred.

Responsibilities

• Create photography and video, including operating equipment, editing, and directing subjects.
• Update website content, advisor bios, and blog posts.
• Support social media scheduling, posting, and engagement monitoring across approved platforms.
• Perform email marketing tasks, including segmentation of client lists and reviewing emails for compliance.
• Draft and edit marketing materials such as newsletters, market updates, email communications, and blog posts, ensuring content aligns with compliance standards and firm branding.
• Preparing client-facing presentations and investment commentary summaries.
• Executes marketing campaigns focused on client education, brand awareness, and lead generation.
• Monitor and report on campaign effectiveness, including metrics related to client engagement and prospect activity.
• Conduct research on market trends, industry developments, and competitor activity within the wealth management sector.
• Compile insights into clear summaries to support internal strategy and firm communication initiatives.
• Create annual marketing recommendations based on market research and IAG's direction.
• Schedule annual calendar of events.
• Work with venues, caterers, speakers, entertainment, and other vendors to provide all services needed for events.
• Communicate important event information staff and clients through email, website, social media, and promotional items.

Skills

Written and verbal communication

Organizational skills

Project management

Collaboration

Education

Associate's degree in marketing/related field

Tools

Microsoft Office

Canva/Adobe Creative Cloud

CRM systems

Job description

The Marketing Manager supports the firm's marketing and client engagement efforts, helping to enhance brand visibility, strengthen client relationships, and support financial advisors through effective communication and strategic marketing initiatives.

Responsibilities:

Digital Marketing Management

• Create photography and video, including operating equipment, editing, and directing subjects.
• Update website content, advisor bios, and blog posts.
• Support social media scheduling, posting, and engagement monitoring across approved platforms.
• Perform email marketing tasks, including segmentation of client lists and reviewing emails for compliance.

Content & Campaign Support

• Draft and edit marketing materials such as newsletters, market updates, email communications, and blog posts, ensuring content aligns with compliance standards and firm branding.
• Preparing client-facing presentations and investment commentary summaries.
• Executes marketing campaigns focused on client education, brand awareness, and lead generation.
• Monitor and report on campaign effectiveness, including metrics related to client engagement and prospect activity.

Market & Industry Research

• Conduct research on market trends, industry developments, and competitor activity within the wealth management sector.
• Compile insights into clear summaries to support internal strategy and firm communication initiatives.
• Create annual marketing recommendations based on market research and IAG's direction.

Event Planning Coordination

• Schedule annual calendar of events.
• Work with venues, caterers, speakers, entertainment, and other vendors to provide all services needed for events.
• Communicate important event information staff and clients through email, website, social media, and promotional items.

Required Skills & Qualifications:

• Associate's degree in marketing, Communications, Business, Finance, or related field required, bachelor's degree preferred, plus 2-3 years of experience in a marketing role.
• Strong written and verbal communication skills, with the ability to translate financial topics into clear client-friendly language.
• Excellent organizational skills and ability to manage multiple projects simultaneously.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint), design tools such as Canva or Adobe Creative Cloud products preferred.
• Familiarity with CRM systems and digital marketing tools is a plus.
• Ability to work collaboratively while maintaining attention to detail.
• 2 years of experience working in financial services or a regulated industry preferred.
• Knowledge of FINRA/SEC compliance considerations for marketing materials preferred.
• Experience managing a budget, negotiating contracts, working with outside vendors preferred.

For over 40 years, IAG team members have provided the highest level of service. We are dedicated to continuing our mission to help our clients make sound wealth management decisions so they can pursue their goals. If you're a detail-oriented marketing professional who enjoys leading projects, creating engaging content, and helping a team succeed, we'd love to hear from you.