PGIM Marketing, RIA Client Marketing Director (Hybrid)

Description

• Collaborate with sales teams to deeply understand selling processes and account nuances, identify lead generation opportunities, and serve as the voice of the RIA advisor to the broader marketing organization.
• Analyze campaign metrics on an ongoing basis to determine campaign success and provide insights based on data and feedback on how to improve future campaigns.
• Develop and execute a comprehensive marketing strategy tailored to the unique needs of the RIA channel.
• Conduct ongoing competitive research on topics key competitors are focused on and where they are being featured.
• Engage with external partners and relevant media outlets to identify marketing opportunities that expand our reach to advisors; manage channel sponsorships and lead generation campaign opportunities.
• Lead client marketing activities in support of ongoing sales activity to help drive engagement (i.e. emails, presentations, etc.).
• Manage the inventory of channel-specific materials to ensure compliance requirements are met, data is current, and messaging is relevant.
• Create and manage multi-faceted, integrated marketing campaigns focused on RIA advisors, including audience targeting strategies, campaign and journey development, content creation, campaign execution and measurement.
• Establish and maintain close working relationships with Sales and National Accounts teams and transform business partners’ objectives into effective deliverables and outcomes.
• Identify opportunities to deepen advisor engagement and accelerate activation efforts through personalized and innovative marketing tactics and campaigns.
• Develop and manage channel and/or partner-specific content, communications, and events.
• Perform all aspects of marketing compliance review and approval processes.

Requirements

• Strong analytical mindset with proven ability to interpret complex data sets and translate insights into actionable marketing strategies.
• Proven track record in leveraging data-driven audience segmentation to optimize campaign performance and personalize advisor engagement.
• 5+ years of B2B marketing and/or client marketing experience in financial services; preferably within wealth or asset management
• Proficient in Microsoft PowerPoint, Excel and Word.
• High degree of professionalism, excellent work ethic and solutions-oriented mindset.
• Deep understanding of the RIA landscape, including trends, challenges, and opportunities.
• Bachelor’s degree required in a related field
• Strong ability to prioritize and lead multiple projects at a time under tight deadlines.
• Series 6 or 7 a plus; future licensing optional
• Proven track record collaborating across functional teams, building strong relationships with business partners and designing creative solutions.
• Demonstrated understanding of financial markets, asset classes and investment products; experience with alternative investments a plus.
• Experience working with data from Salesforce or other CRM systems.

Benefits

• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
• 401(k) plan with company match (up to 4%).
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Market competitive base salaries, with a yearly bonus potential at every level.
• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
• Company-funded pension plan.

Training + Development

Interview process

Visa Sponsorship

Security clearance