Asset Management, Marketing, Head of US Third Party Wealth, Vice President - Chicago location_on Chicago, Illinois, United States Opportunity Overview sitemap_outline CORPORATE TITLE Vice President language OFFICE LOCATION(S) Chicago assignment JOB FUNCTION Marketing account_balance DIVISION Asset & Wealth Management monetization_on SALARY RANGE USD 110,000 - 230,000 Role Summary We are seeking a strategic and results-driven Head of US Third-Party Wealth (TPW) Channel Marketing to lead marketing initiatives targeted registered independent advisors (RIAs), wirehouses, broker-dealers, and other intermediaries serving individual investors. They will also play a key role supporting and building our AM Marketing function in Chicago. The VP will partner with client-facing business leaders, product strategy, investment teams and broader AM Marketing teams to identify and harness the top commercial priorities and translate them into full-funnel plans, fueling our business growth objectives with this critical segment. Position Responsibilities Channel marketing implementation: Develop and implement an integrated marketing strategy for AM’s third-party wealth client segment to fuel overall business growth objectives in the US. Brand narrative: Create compelling messaging, and ensure the Asset Management value proposition, and associated third party wealth value proposition are infused through all related marketing activities in the US. Client research: Partner with marketing team to track and analyze client research to determine how AM is perceived by our third-party wealth clients, and execute on plan to enhance perceptions. Campaigns and execution: Develop and execute well thought-out, impactful and quantifiable lead generation and client retention campaigns leveraging a range of digital, media and in-person channels. Content: Partner with content and product marketing teams, to deliver a content calendar which fully supports the US third party wealth marketing strategy, including the generation of editorial ideas, and content creation as well as continual improvement across marketing and sales collaterals, social media and am.gs.com. Partnership marketing: Partner with third party wealth business leaders to develop and deliver high-impact, tailored client-specific marketing programs to deepen relationships and build loyalty with strategic third-party wealth clients. Sponsorships: Partner with business leads and functional leads within marketing on sponsorship strategy and seamless execution of events. Measurement and reporting: End-to-end reporting and measurement of day-to-day and campaign-related marketing impact, delivering clear MROI and taking active steps to adjust marketing approach as necessary to optimize. Team effectiveness: Drive operational efficiency of the US third party wealth marketing team, ensuring they are highly motivated, fully engaged and able to operate at scale. Partnership and collaboration: Develop and maintain strong relationships with other AM marketing leaders, EO marketing partners, Corporate Communications, sales and investment heads, and key senior stakeholders across the global organization. Qualifications 10+ years in a similar role within a similar leading financial institution with an outstanding track record with measurable impacts and achievements. In-depth knowledge of the asset management industry: clients, products, regulations, competitors. Well-developed strategic thinking with commercial awareness and business acumen. Demonstrable track record of working effectively across matrixed, complex organizations with excellent communication, influencing and presentation skills as well as the ability to engage with partners at all levels. Ability to present investment views in a thoughtful and well-reasoned manner, synthesize information from multiple sources and develop a clear, compelling story. Demonstrated integrated marketing skills across strategy and execution; ability to leverage subject matter experts throughout broader divisional marketing team in pursuit of effective outcomes. Solid experience in digital marketing, with working knowledge of martech within B2B environments, lead generation, and analytics in order to partner with subject matter experts. Ability to work at varying speeds and under timeframe pressure, while maintaining extremely high standards. Bachelor’s Degree (BA/BS); MBA and/or CFA preferred.
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