Lead RIA client marketing initiatives focused on integrated campaigns at PGIM. Collaborate across teams to enhance advisor engagement and align with business objectives.
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
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
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