Hybrid RIA Client Marketing Director

at PGIM

• Job title: RIA Client Marketing Director
• Job type: Full Time
• Experience level: Lead
• Salary: $150,000 - $170,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Newark, United States

About the role

• Client Marketing Director leading RIA marketing initiatives at PGIM. Developing marketing strategies and managing integrated campaigns focused on RIA advisors.

Responsibilities

• Develop and execute a comprehensive marketing strategy tailored to the unique needs of the RIA channel
• Identify opportunities to deepen advisor engagement and accelerate activation efforts through personalized and innovative marketing tactics and campaigns
• 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
• 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
• Establish and maintain close working relationships with Sales and National Accounts teams and transform business partners’ objectives into effective deliverables and outcomes
• Lead client marketing activities in support of ongoing sales activity to help drive engagement (i.e. emails, presentations, etc.)
• 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
• 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
• Develop and manage channel and/or partner-specific content, communications, and events
• Manage the inventory of channel-specific materials to ensure compliance requirements are met, data is current, and messaging is relevant
• Perform all aspects of marketing compliance review and approval processes.

Requirements

• Bachelor’s degree required in a related field
• 5+ years of B2B marketing and/or client marketing experience in financial services; preferably within wealth or asset management
• Demonstrated understanding of financial markets, asset classes and investment products; experience with alternative investments a plus
• Deep understanding of the RIA landscape, including trends, challenges, and opportunities
• 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
• Strong ability to prioritize and lead multiple projects at a time under tight deadlines
• Proven track record collaborating across functional teams, building strong relationships with business partners and designing creative solutions
• High degree of professionalism, excellent work ethic and solutions-oriented mindset
• Proficient in Microsoft PowerPoint, Excel and Word
• Experience working with data from Salesforce or other CRM systems.

Benefits

• 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
• 401(k) plan with company match (up to 4%)
• Company-funded pension plan
• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
• 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
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
• 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
• Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.