Marketing Manager - Financial Firm - San Jose, CA

aesplacement; San Jose (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

An established industry player is seeking a dynamic Marketing Manager to drive growth through innovative marketing strategies. This role involves creating and executing comprehensive marketing campaigns, managing client events, and nurturing leads to build a robust sales pipeline. The ideal candidate will possess exceptional communication skills and a strong creative flair, thriving in a fast-paced environment. Join a dedicated team where your contributions will significantly impact the success of a leading financial firm. If you are passionate about marketing and eager to make a difference, this opportunity is perfect for you.

Benefits

Medical Insurance

Profit-sharing plan

Future company stock options

Qualifications

• 2+ years in a marketing/sales role with a focus on campaign execution.
• Strong writing and communication skills for effective client engagement.

Responsibilities

• Develop and execute marketing strategies and client events.
• Create and manage email marketing campaigns and lead nurturing strategies.
• Monitor and optimize marketing funnel performance for ROI.

Skills

Marketing Campaign Execution

Communication Skills

Creativity

Detail Orientation

MS Office Suite Proficiency

Education

Bachelor's Degree in Marketing or Related Field

Tools

Email Marketing Software

CRM Software

Job description

Are you a creative, sales-minded, strategy-driven individual with a passion for marketing and a genuine interest in generating prospects through effective marketing campaigns? We are seeking a strong Marketing Manager whose job is to grow a sales pipeline by creating a comprehensive marketing strategy and prospecting for our top national financial firm, NIM Retirement Group, in San Jose, CA.

The successful candidate will be able to demonstrate superb marketing and communication skills. We are seeking an individual who can plan, execute, and iterate campaigns to drive engagement, quality leads, and qualified opportunities. We’re looking for a go-getter that is great at asking in-depth questions and getting our prospects engaged!

This individual will execute prospecting events, client events, email marketing campaigns, lead nurturing campaigns, direct mail campaigns, coordinate speaking engagements, and other creative marketing activities in an integrated fashion that results in a larger overall sales funnel of high-quality leads.

Minimum Qualifications:

• The desire to work long-term in the financial industry
• 2+ years of experience in a marketing/sales role
• Experience in a fast-paced office setting
• Excellent writing skills and good communication manners in emails, texting and phone calls
• Experience with MS Office Suite and the ability to learn new software quickly

Required Skills:

• Strong ability to execute online and offline marketing campaigns and a sharp eye for detail
• High degree of creativity, strong work ethic, and the ability to work at a fast pace
• Very strong Microsoft Office Suite skills
• Excellent verbal and written communication skills
• Proven ability to work independently and complete assigned tasks on schedule

Position Responsibilities:

• Create marketing strategy, planning and executing marketing and client events
• Welcome prospects and clients in the office with hospitality
• Create and execute prospect and client experience procedures and process
• Create, execute, and measure all marketing campaigns
• Create and execute content and communication strategies to maintain high satisfaction scores among existing clients
• Oversee the development and/or implementation of marketing funnels through branding and building of landing pages, registrations, pre and post email drip communications, and paid social
• Create, execute and oversee the email marketing strategy, including email cadence and drip campaigns, while monitoring performance
• Stay informed on company-produced content and leverage it across platforms
• Create, execute and oversee the development of pre and post lead nurturing and contact strategies
• Monitor the performance of all lead funnels to gauge performance and ROI and make recommendations on how to optimize marketing programs
• Assist in the branding and development of marketing and brand products

Hours:

• 8:30am to 5:30pm
• Some evenings required for client events
• $70,000+

Bonus:

• $50k-$80k
• Medical Insurance
• Profit-sharing plan
• Future company stock options

Presented by Advisor Employee Services

Thank you for your interest in the Marketing Manager role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided here. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!