Senior Marketing Manager - Financial Services

Advyzon; Chicago (IL); Hybrid; USD 80,000 - 120,000; Full time

Job summary

A leading company in financial technology is seeking a Senior Marketing Manager to drive marketing strategies and enhance brand awareness. This role involves managing campaigns, collaborating with teams, and participating in industry events. The ideal candidate will have a strong background in marketing within financial services and possess exceptional organizational skills. A flexible mindset and a passion for creativity are essential, as this position requires both strategic thinking and hands-on execution.

Qualifications

• 5 years of experience with marketing and sales enablement.
• Hands-on experience with CRM and content development tools.
• Excellent project management skills.

Responsibilities

• Develop and implement data-driven marketing strategies.
• Plan and coordinate company participation in industry conferences.
• Analyze and report on marketing campaign performance.

Skills

Problem Solving

Project Management

Analytical Skills

Creativity

Attention to Detail

Tools

CRM

Adobe Creative Suite

Google AdWords

WordPress

Job description

Position Summary

The Senior Marketing Manager will be instrumental in the development of campaigns, sales enablement and branding initiatives. You'll be responsible for supporting marketing campaigns, nurture programs, webinars, and various industry events, with the goal of enhancing awareness and demand generation.

The ideal candidate will have previous experience in financial services —not just executing but strategizing, planning, and then delivering results. Our team is lean, which means you’ll get the opportunity to wear many hats and impact many areas. This is a thinking and doing position. Everyone rolls up their sleeves. When you own a project, you own it from start to finish. We have resources and vendor partners that help and for whom you will be responsible, but you have the responsibility to ensure that things are done right, and you get the credit at the end when you deliver results.

This individual will have exceptional skills, attention to detail, a flexible mindset, a relentless work ethic, best-in-class organizational abilities and a willingness to go above and beyond. General knowledge of the financial services industry, specifically of registered investment advisors and their technology tools is a big plus.

While the role is primarily remote, in-person participation is expected based on proximity to the office. The Senior Marketing Manager will be expected to commute to the officeonce a weekif located nearby, oronce a monthif residing in a neighboring state. Those located outside these regions will remainfully remote. The Senior Marketing Manager will also be expected to participate inoccasional in-person company meetingsandtravelto 2-3industry conferences per year.

You will be reporting directly to the Chief Marketing Officer and will have the opportunity to help build the marketing department at the ground floor. Future opportunities include brand refresh, website redesign and new product launches.

What We’re Looking For

• A tech-savvy, detail-oriented problem solver with a natural curiosity and a passion for entrepreneurship and creativity
• A highly organized team player with the ability to work cross-functionally across a diverse group of stakeholders, including sales, international teams, product marketing, and operations
• Strong knowledge of industry best practices, online publishing, channel management, and marketing best practices
• Familiarity with analytics concepts, metrics, KPIs, and how to use them to optimize tactics and drive impact and ROI
  
  

Key Responsibilities:

Marketing Strategy and Planning:

• Develop and implement data-driven marketing strategies to drive brand awareness, customer acquisition, and retention
• Collaborate with leadership to align marketing initiatives with business objectives and KPIs
• Take ownership of marketing calendars and ensure all initiatives are delivered on time and within budget
  
  

Conference Planning and Support:

• Plan and coordinate the company’s participation in industry conferences, trade shows, and events, ensuring a strong brand presence and maximum exposure
• Manage logistics, from booth design to shipments, ensuring seamless execution of all event-related activities
• Collaborate with sales and product teams to create impactful messaging, presentations, and collateral for conferences
• Support pre-event marketing to build awareness and generate leads, and post-event follow-up to nurture leads and measure ROI
• Track industry events, identify key opportunities, and recommend conferences that align with the company’s strategic goals
• Manage conference budgets and ensure cost-effective use of resources while maximizing event impact
  
  

Brand and Content Development:

• Champion the company’s brand positioning and messaging across all touchpoints
• Lead the development of engaging content for blogs, social media, newsletters, and other marketing materials
• Ensure consistent brand voice and storytelling across platforms
• Implement best practices within financial services sector and ensure all content can be leveraged for Advyzon’s various business channels.
  
  

Cross-Functional Collaboration:

• Partner with sales and product teams to align marketing efforts with customer needs and market trends
• Collaborate with designers, content creators, and external agencies to execute high-quality marketing assets
• Work closely with the product team to ensure seamless go-to-market strategies for new launches
  
  

Analytics and Reporting:

• Analyze and report on marketing campaign performance, ROI, and customer acquisition costs
• Use data insights to iterate and refine strategies for continuous improvement
• Monitor industry trends and competitors to ensure the company’s marketing strategies remain competitive
  
  

Team Leadership and Development:

• Manage, mentor, and develop a growing marketing team
• Foster a culture of creativity, accountability, and teamwork in a fast-paced startup environment
• Take a hands-on approach to lead marketing campaigns, while helping to build and scale the team over time
  
  

Qualifications And Experience

• 5 years of experience with marketing and sales enablement
• Reliably works independently to complete tasks and asks for help from managers, peers, or other resources when appropriate
• Hands-on experience with CRM, content development and tools, such as WordPress
• Experience in managing and optimizing social media channels to enhance engagement and brand visibility
• Solid computer skills, including MS Office, marketing software (Adobe Creative Suite and CRM) and applications (Canva, Web analytics, Google AdWords etc.), and the ability to quickly learn other systems.
• High level of self-motivation, including the ability to quickly learn complex businesses
• Excellent project management skills, including the ability to manage multiple high priority projects simultaneously, often under tight deadlines, and transition smoothly as projects stop or start
• Proven analytical and problem-solving competencies, high attention to detail and strong organizational abilities
• Commercial awareness partnered with a creative mind and a proven track record of flawless execution.
  
  

About Advyzon

Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with, we strive to be the best value in advisor technology.

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