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Email Marketing Associate

Email Marketing Associate

EnvestnetBerwyn, PA, US
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Description

Envestnet is seeking an Email Marketing Associate  to join our Marketing department. This is a hybrid role, with in-office work required at our 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

For more information, please visit www.envestnet.com.

Job Summary :

The primary responsibility of this role is to own, manage and execute Envestnet's external operational technology communication efforts to external clients. This role supports Envestnet’s wealth division, and you will be the wealth marketing team’s SME for operational email marketing and will be the go-to person responsible for reporting to management teams.

The associate will use their knowledge of marketing automation platforms, email distribution tools, and CRM to facilitate successful campaigns with business partners and will work closely with our marketing operations & demand generation leaders. This is an execution heavy role and requires proficient knowledge of martech platforms.

Job Responsibilities :

  • Lead the execution of operational communications for Envestnet’s wealth division with accountability for planning, campaign setup, audience segmentation, data-driven logic, development, deployment, controls, monitoring, and reporting partner with other business partners like sales ops, marketing ops, business applications, IT.
  • Create and maintain robust campaign and process documentation
  • Understand and champion industry best practices for deliverability, privacy, CAN-SPAM, and web accessibility / ADA and other compliance, balance adherence to standard processes and best practices with adaptability to respond to changing business priorities.
  • Own list management and segmentation for the wealth marketing team
  • Work cross-functionally with marketing, sales operations, compliance, and customer support to - create and segment custom lists for email deployment.
  • Produce and analyze campaign reporting to provide actionable insights at a regular cadence.
  • Protect, secure, and properly handle all confidential data to ensure against unauthorized access, improper transmission, and / or unapproved disclosure of information.
  • Work with third party agencies and partners when needed.
  • 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 :

  • At least 2-5 years of experience in email marketing or communication strategy
  • Proficiency in marketing automation platforms; Salesforce experience preferred, with a bonus for handling complex data models.
  • Salesforce CRM knowledge.
  • Microsoft Excel proficiency required.
  • HTML knowledge.
  • Experience using a marketing automation platform like Pardot & Salesforce primarily, experience in Marketo, Eloqua, Hubspot, is a bonus.
  • Bachelor’s degree strongly preferred.

    • 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

    • Envestnet is an Equal Opportunity Employer.

    #LI-RT1

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