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Investments Marketing Manager

Investments Marketing Manager

Envestnet YodleeBerwyn, PA, US
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Investments Marketing Manager

Envestnet is seeking an Investments Marketing Manager to join our Marketing department. This is a hybrid role, with in-office work required at Berwyn, PA office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Envestnet's Strategy :

  • Deliver the industry-leading wealth management platform, powered by advanced data and insights
  • Leverage our scale and efficiencies to serve our clients' needs comprehensively
  • Enable financial advisors to deliver more holistic advice reflecting a more complete view of their clients' financial lives, and in a more connected environment

Job Summary :

As an Investments Marketing Manager, we are looking for someone with experience in marketing investment products and financial services : provide day-to-day marketing support for the Solutions business, partner with our sales teams to help them have effective conversations, participating in cross-functional teams in the development, execution and measurement of success of integrated, multi-channel marketing campaigns, and helping bring big ideas to life. This role will have a focus on marketing Envestnet's Solutions business, including PMC Fund Strategist Portfolios, QRG Quantitative Portfolios, Envestnet Overlay Services, Envestnet's Private Wealth and other high-net-worth services, retirement plan capabilities and alternative investment offering.

Job Responsibilities :

  • Be the point of contact for all day-to-day marketing needs for their covered solutions, including but not limited to : sales collateral development, advisor / client product collateral, web page content development, product-related email communications, speaking event content, social media, paid media needs and earned media.
  • Partner closely with our sales teams to help them have productive and effective conversations with enterprises, advisors and RIAs promoting their covered business lines' products / services. This includes content development as well as campaign execution.
  • Grow awareness of Envestnet's investment offerings and key spokespeople as thought-leaders within the wealth management industry by working with the team to produce videos, social media content, blog posts, media / column contributions and press releases.
  • Develop and maintain broad knowledge of competitive offerings, market trends and industry developments specific to each product group to inform product positioning.
  • Lead creation of marketing collateral and ensure it is distributed effectively to a variety of internal and external audiences.
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

    • Required Qualifications :

  • 3-5 years of experience in investment and financial services product marketing.
  • Bachelor's degree, with majors in business, marketing or communications a plus.
  • Successful history of collaborating with cross-disciplinary individuals / teams / groups.
  • Ability to form strong relationships and work effectively across all levels of an organization.
  • Experience with marketing and communications techniques across traditional and digital channels.
  • Ability to apply an investor-centric lens and translate difficult / complex investment concepts into practical application content and messaging.
  • Strong critical and strategic thinking skills.
  • Strong analytical skills.
  • Strong technical product and investment knowledge across strategies and asset classes.
  • Experience producing copy for digital, print and social media marketing collateral.
  • Excellent oral and written communication skills with high attention to detail.
  • Strong time management and organizational skills.

    • Envestnet :

  • Be a member of an innovative and industry leading financial technology and solutions company.
  • Competitive Compensation / Total Reward Packages that include :
  • Health Benefits (Health / Dental / Vision)
  • Paid Time Off (PTO) & Volunteer Time Off (VTO)
  • 401K Company Match
  • Annual Bonus Incentives
  • Parental Stipend
  • Tuition Reimbursement
  • Student Debt Program
  • Charitable Match
  • Wellness Program
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