Marketing Manager

MRA Recruiting Services; Waukesha (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

MRA, based in Waukesha, WI, is seeking a Marketing Manager to enhance brand visibility, strengthen client relationships, and support financial advisors through strategic marketing initiatives. This on-site role entails managing content, digital campaigns, events, and analytics to drive lead generation and client engagement.

The ideal candidate has 2–3 years in marketing with strong communication skills and familiarity with marketing tools, CRM systems, and compliance standards.

Qualifications

• Associate degree in marketing/communications or related field required, bachelor’s preferred.
• 2–3 years of experience in a marketing role.
• Strong written and verbal communication skills; ability to translate financial topics for clients.

Responsibilities

• Create photography and video content, 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.
• Prepare client-facing presentations and investment commentary summaries.
• Execute marketing campaigns focused on client education, brand awareness, and lead generation.
• Monitor and report on campaign effectiveness, including client engagement and prospect activity.
• Conduct market trends and competitor research within the wealth management sector.
• Compile insights into clear summaries to support internal strategy and firm communication initiatives.
• Schedule annual calendar of events; coordinate with venues, caterers, speakers, and vendors; communicate event info to staff and clients.

Skills

Marketing strategy

Content creation

Social media management

Email marketing

Budget management

Vendor management

Communication

Project coordination

Education

Associate degree in Marketing/Communications

Bachelor’s degree preferred

Tools

Canva

Adobe Creative Cloud

Microsoft Office

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. This is an on-site position located at our office in Waukesha, WI.

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.

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.

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.

We Make it Easy

Founded in 1901, MRA is a nonprofit employer association that serves more than 4,000 employers, covering more than one million employees. As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce. We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company, not an agency recruiter.