Marketing Manager, Financial Services

Position : Marketing Manager

Location : Greenwich, CT

Reports To : President / COO

Status : Exempt Full Time

Counterpointe Sustainable Advisors invests at the intersection of the commercial real estate and energy industries through diversified ESG Infrastructure investments, including PACE, mortgage project finance and other financial tools.

We are a pioneer in C-PACE financing and offer a full suite of sustainable financial products through our national platform.

The company consists of Wall Street veterans with decades of commercial real estate financial expertise and is coupled with environmentally driven corporate values that set us apart from our competitors.

Since 2014, we have had a major impact in reducing the commercial building sector’s carbon footprint and in providing resiliency to the nation’s infrastructure.

We are well funded by a Fortune 100 institution and actively lending.

Position Description :

We are currently seeking an experienced Marketing Manager to plan and execute a marketing and advertising strategy designed to increase brand awareness, maintain our position as thought leader and drive lead generation as well as effectively market Counterpointe’s Real Estate financing products and sustainability solutions.

You will fulfill this unique, dual role of leading all of our marketing initiatives while supporting our internal business development efforts.

The role will include enhancing our presence and visibility through website development, SEO, social media and print as well as coordinating client outreach and physical engagement through conferences and other marketing events.

The ideal candidate will have three to five years of experience in marketing of B2B financial products.

Primary Duties

• Plan and execute our marketing and advertising strategy to meet quarterly business growth goals
• Drive and leverage all relevant channels to drive brand and business : ad campaigns, press releases, trade publications, retail websites traffic, content marketing, thought leadership, videos, webinars, workshops, seminars and other events.
• Develop and write lead capturing promotions for email marketing, workflow development and campaigns
• Create, write and produce marketing materials and collateral in support of business lines and business goals as well as to support client interactions and presentations
• Develop and manage our HubSpot CRM strategies and work with executives to maximize relationships, generate leads and develop existing inquiries
• Increase brand awareness, maintain our position as thought leader, drive lead generation, enhance prospect development and maintain positive engagement with clients and customers
• Build and manage multi-channel campaigns from strategic conception to execution of media, digital and print vehicles
• Lead efforts to develop and edit best-in-class sales enablement tools and resources to support sales staff
• Control brand image and maintain institutional quality through adherence to Marketing Rule and compliance requirements
• Identify 3rd party resources as required; direct and mentor current creative staff.
• Pursue market development on national, state and municipal level for construction, government, financial and real estate industries.
• Evaluate, develop and manage the company’s marketing technology stack
• Develop, gather and analyze marketing data to measure efficacy of efforts and drive measurable business results
• Manage budgeting for all marketing, advertising and events
• Manage investor communications and public relations, as needed
• Plan and execute our marketing and advertising strategy focusing on middle markets and principal transactions for prospect development

Qualifications

• The ideal candidate will possess a blend of Marketing expertise and business development acumen
• Excellent writing and editing skills with rapid production and turnaround time. Ability to develop and execute clear quarterly marketing plans along with the confidence and experience to change direction based on results and update tactical plans based on a fast-changing business environment
• Experience optimizing brand digital channels media, multiple website, social channels, landing pages, etc
• Experience across a range of GTM channels including SEO, SEM, content syndication, display, paid social, ad networks / DSPs, direct, partnerships, etc.
• Experience with all aspects of campaign management including media planning / testing, creative development, and ongoing optimization
• Very strong writing capabilities internal strategy / positioning / messaging, external presentations, RFPs and related materials
• Team player with the ability to collaborate effectively within a dynamic environment. Background in financial services or banking is preferred.

OEM, solar, energy finance, commercial real estate or construction experience a plus

• Excellent skills in Microsoft Word, Power Point, preferred marketing software and Hubspot
• Understanding of Real Estate financing products, mortgages, CPACE and sustainable energy investments a plus

Position is full-time located in Greenwich / Stamford, CT office.

Benefits :

We offer a comprehensive benefits package, which includes medical, dental, life and disability insurance, paid vacation, and holidays.

If you are passionate about sustainable real estate practices, possess the required skills and experience, and are excited about making a positive impact on the environment, we invite you to apply for the position of Marketing Manager at Counterpointe Sustainable Advisors.

More information can be found at www.counterpointesre.com

Counterpointe Sustainable Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, natural origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristics protected by federal, state, or local laws.