Strategist, Demand Generation and Performance Marketing

Description

The company is a global firm offering wealth management, asset servicing, asset management and banking services to individuals, families, corporations and institutions.

Founded in 1889 and listed on Nasdaq, it has more than 135 years of financial experience and over 24,000 employees, whom it calls partners.

This role supports the marketing for the company's Asset Management and Asset Servicing businesses, which are moving toward more connected, automated and measurable audience engagement.

You will help design and run marketing automation programs covering campaign orchestration, nurture journeys, lead management, segmentation, testing and performance optimization.

You will work with marketing, sales and business stakeholders to turn business goals into scalable, data-driven programs built on Marketo, Salesforce and connected platforms.

The role suits someone who combines strategic thinking with hands-on technical work, keeps data disciplined and keeps improving how things are done.

Responsibilities

• Build and run demand generation strategies and campaigns for Asset Management and Asset Servicing across Marketo, Salesforce CRM, Salesforce Campaigns, Microsoft Dynamics and connected tools.
• Work with sales, product, content and marketing colleagues to grow brand awareness, strengthen client relationships and drive revenue.
• Build and maintain automated nurture, onboarding, engagement, re-engagement and retention journeys for prospects and clients at each lifecycle stage.
• Manage lead processes from acquisition and source tracking through scoring, qualification, routing, recycling and handoff to sales, meeting agreed service levels and governance standards.
• Maintain reusable templates, tokens, forms, landing pages, smart campaigns and workflows that make work faster, more consistent and easier to scale.
• Keep marketing data clean through standard field use, list management, segmentation, deduplication, normalization, consent management and regular audits.
• Monitor data flows and integrations between Marketo, Salesforce and connected platforms, fix sync, workflow and campaign issues, and coordinate fixes with technology, operations and data teams.
• Plan and assess A/B and multivariate tests on subject lines, content, audiences, cadence and conversion experiences, and use the results to optimize programs.
• Track campaign performance on conversion, acquisition and return on investment, define KPIs, produce detailed reports and recommend improvements across delivery, engagement, lead quality, client activity and business contribution.
• Apply privacy, consent, accessibility, brand and records-management rules to automated programs and keep audit-ready documentation.
• Administer the platform by organizing workspaces and folders, enforcing naming conventions, supporting user access, archiving programs and running quality controls.
• Document campaign requirements, procedures, data definitions and quality standards, and train and support marketing automation users.

Requirements

• Required: 5 - 8 years of working knowledge and experience in performance marketing, marketing automation and/or demand generation.
• Highly preferred: a bachelor's degree in Marketing or a related field.
• Required: deep hands-on Marketo experience building, testing, deploying and optimizing email, landing page, form, event, webinar, nurture, triggered and multi-channel programs.
• Required: experience with Salesforce Sales Cloud or Salesforce Financial Services Cloud and Microsoft Dynamics, covering campaign structure, lead and contact management, reporting and sales handoff.
• Required: working knowledge of audience segmentation, personalization, dynamic content, lifecycle automation, lead management, preference management and campaign attribution.
• Required: strong data management, including data quality review, field mapping, normalization, deduplication, consent management and governance.
• Required: strong project management, with the ability to juggle tasks, set priorities and meet deadlines.
• Required: able to work both independently and as part of a team.
• Required: clear, structured communication, able to explain marketing automation, CRM and data concepts to business and technical audiences.
• Required: strong quality assurance and technical problem-solving skills.
• Preferred: Marketo Certified Associate, Marketo Certified Expert or a comparable marketing automation certification.
• Preferred: experience supporting institutional Asset Management, Asset Servicing or other complex B2B financial services audiences.
• Preferred: experience with account-based marketing (ABM), buying-group engagement, enrichment, intent data or customer data platforms.
• Preferred: familiarity with privacy, consent, accessibility and marketing compliance requirements.

Conditions

Pay range: $114,700 - 194,900 USD, a good faith estimate of base pay.

Hybrid role: you will split your time between the office and working from home.

Work authorization: you must be authorized to work in the U.S. now and in the future without employment-based visa sponsorship. The company will not sponsor U.S. work visas for this role, including H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa.

Benefits

• Retirement benefits, including a 401k and a pension.
• Health and welfare cover: medical, dental, vision, spending accounts and disability.
• Paid time off, plus parental and caregiver leave.
• Life and accident insurance, along with other voluntary and well-being benefits.
• A discretionary bonus program that may include an equity component.
• A flexible, collaborative culture backed by a long record of financial strength and stability.
• Internal moves are encouraged and senior leaders are accessible.
• Support for giving back: employees worldwide volunteer their time and talent for their communities, which is part of the company's history and culture.