Marketing Manager - Wealth & Institutional Services

Fnbo---First-National-Bank-of-Omaha-1; Omaha (NE); On-site; USD 82,000 - 135,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching Contributions

HSA / Dependent Care

Job summary

FNBO is seeking a Marketing Manager for Wealth & Institutional Services to translate business objectives into strategic, data-driven marketing plans. You will lead campaign strategy, develop lifecycle plans, and collaborate with senior leaders to drive growth, client acquisition, and retention across channels.

The role emphasizes hands-on execution, optimize campaigns in flight, and manage budgets within a fast-paced, regulated financial services environment.

Qualifications

• Bachelor's degree in Marketing, Business, or related field.
• 5-7+ years of marketing experience with demonstrated execution excellence and strategic impact.
• Experience in financial services, wealth management, or investment marketing.
• Experience managing compliance review processes for investment-related marketing content.
• Strong analytics, ROI analysis, and marketing performance measurement.

Responsibilities

• Translate business objectives into actionable marketing strategies with defined success metrics.
• Develop end-to-end marketing and communications strategy for assigned product lines.
• Lead campaign ownership and ensure on-time, on-brand execution across channels.
• Drive in-flight optimization and real-time decisioning to maximize performance.
• Partner with senior leaders and Centers of Excellence for flawless delivery and consistency.
• Monitor market trends and customer insights to inform strategy and segmentation.

Skills

Strategic marketing leadership

Campaign execution

Budget management

ROI analysis

Cross-functional collaboration

Project management

Education

Bachelor's degree in Marketing, Business, or related field

Tools

CRM platforms

Marketing automation tools

Job description

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.Summary of the Job:The Marketing Manager – Wealth & Institutional Services at FNBO plays a pivotal role in shaping the marketing and communications strategies that drive measurable business outcomes across FNBO’s Wealth and Institutional segment. In this role, you’ll be responsible for translating business objectives into strategic marketing plans and delivering high-impact campaigns that influence desired client and prospect behaviors, accelerate growth, and strengthen brand equity.Through hands-on campaign leadership and close partnership with business leaders, key stakeholders, and Marketing Centers of Excellence, you’ll ensure the successful execution and optimization of marketing initiatives aligned to FNBO’s core objectives: building, enhancing, and protecting the brand; acquiring new clients; deepening existing relationships; and improving marketing effectiveness and efficiency.Working closely with Marketing Leadership, Business Leadership, and Centers of Excellence, you’ll lead campaign strategy, messaging and offer development, and data-driven performance analytics to continually refine approaches based on market insights and financial outcomes.About This Role:Job Specific Responsibilities/Accountabilities:Strategic Business PartnershipServe as day-to-day marketing liaison to Business Leadership for assigned lines of businessTranslate business objectives into actionable marketing strategies with defined success metricsContribute insights and recommendations to strategic planning discussionsPresent strategic recommendations and performance insights to senior stakeholdersMarketing Strategy & PlanningContribute to end-to-end marketing and communications strategy for assigned product linesDevelop detailed tactical plans for lifecycle marketing approaches spanning awareness, acquisition, engagement, and retention based on strategic directionHelp define customer segmentation, targeting strategies, and messaging frameworksBuild integrated campaign plans across channels (digital, direct mail, email, events, etc.) that bring strategic vision to lifeCampaign Ownership & ExecutionOwn end-to-end campaign execution for strategic initiatives, working with Project Managers support for coordination of campaign deliverablesLead campaign briefings with Centers of Excellence to ensure strategic intent is maintained and executional excellence is achievedMake real-time optimization decisions during campaign flight to maximize performanceMaintain hands-on involvement in critical campaign elements including targeting, messaging, offer structure, creative development, and channel deploymentManage day-to-day campaign operations including troubleshooting, vendor and/or Project Manager coordination, and quality assuranceDrive continuous improvement through in-flight testing and optimizationGrowth & Performance ManagementTrack and report against marketing KPIs and growth objectives in alignment with business targetsManage campaign budgets and contribute to marketing P&L and ROI analysis for assigned portfoliosConduct ongoing performance analysis and recommend strategic optimization based on data insightsDevelop and execute testing agendas to continuously improve campaign effectiveness within established strategic frameworksIdentify performance trends and opportunitiesCross-Functional LeadershipPartner with Project Managers and Centers of Excellence to ensure flawless campaign execution and on-time deliveryCollaborate with Analytics to leverage customer insights and predictive modeling for tactical applicationWork with Product teams to align marketing strategies with product roadmaps and strategic directionDirect creative development with Centers of Excellence, ensuring brand consistency and strategic alignmentServe as primary point of contact for business unit, operational marketing questions (working through the project manager) and execution detailsMarket IntelligenceMonitor competitive landscape and industry trendsIncorporate customer research and behavioral insights into strategyIdentify new opportunities for customer acquisition and portfolio growthThe Ideal Candidate for This Role:Key Skills:Strategic Marketing LeadershipProven ability to translate strategic direction into detailed plans that drive business resultsExperience executing multiple campaigns simultaneously while maintaining strategic alignmentStrong execution mindset with ability to balance strategic thinking with hands-on implementationFinancial & Analytical AcumenStrong ROI orientation with experience managing campaign budgets and contributing to P&L analysisAbility to analyze complex data sets and translate insights into tactical optimizations and strategic recommendationsProficiency with marketing analytics tools and performance dashboardsBusiness PartnershipExperience working directly with senior business leaders as a strategic partnerAbility to influence without authority and build consensus across stakeholdersStrong presentation and communication skillsCustomer-Centric ThinkingDeep understanding of customer journey mapping and lifecycle marketingExperience with segmentation, personalization, persona, and behavioral targetingKnowledge of acquisition funnel optimizationExecution ExcellenceAbility to balance strategic thinking with hands-on executionExperience managing multiple campaigns simultaneouslyResults-oriented with strong project ownershipComfortable working in both strategic and tactical capacitiesMinimum QualificationsRequired:Bachelor's degree in Marketing, Business, or related field5-7+ years of marketing experience with demonstrated execution excellence and strategic impactFinancial services, wealth management, private banking, or investment management industry experienceProven track record of driving measurable business outcomes through marketing and communications strategiesExperience managing compliance review processes for investment-related marketing contentExperience with marketing analytics, campaign performance measurement, and ROI analysisStrong financial acumen and budget management experienceAbility to work in fast-paced environment with multiple stakeholdersDesired:Experience with CRM platforms and marketing automation toolsMBA or advanced degreeFamiliarity with digital marketing channels and attribution modelingPrevious experience in an advisor-facing marketing support roleCandidates must possess unrestricted work authorization and not require future sponsorship.Compensation:Compensation range (base pay): $81,662.00-$134,741.00This role may have a specific starting pay within this range.Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.Work Environment:It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.Benefits Overview:We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:Medical, Dental, Vision Insurance401k, With Matching ContributionsTime Off ProgramsHealth Savings Account (HSA)/Dependent CareEmployee BankingGrowth OpportunitiesTuition AssistanceShort-Term/Long-Term Disability InsuranceLearn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/ .For additional information regarding compensation and benefits, e-mail FNBO at [e-mail] . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.Job number: R-20261681Equal Opportunity & Belonging:FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.Learn more here.FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.Click here to download 'EEO is The Law' Self-Print PosterClick here to download 'EEO is The Law' Supplement for Federal ContractorsClick here to download 'EEO is The Law' GINA SupplementFNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDICFNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)Application Deadline:All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.