About this role
Senior Specialist, Wealth Management Marketing
The Senior Specialist, Wealth Management Marketing is responsible for implementing marketing strategy across dedicated markets with a focus on planning and executing high-profile client experiences, sponsorships, and strategic philanthropy programs. Serves as the lead owner for select regional flagship events, overseeing strategy, planning, execution, measurement, and stakeholder management from concept through post-event evaluation. Supports digital marketing initiatives, lead generation efforts, and performance tracking. Partners closely with sales staff, marketing leadership, relationship managers, and external partners to deliver marketing programs that strengthen client relationships, enhance brand presence, and support business growth.
Responsibilities
- Operates independently and maintains in-depth knowledge of Wealth Management clients, business priorities, and marketing strategies.
- Leads the strategy, planning, and execution of select high-profile client experiences, sponsorships, and strategic philanthropy programs, serving as the primary owner from concept development through post-event evaluation.
- Establishes and promotes best practices for event strategy, client experience, and program execution, helping elevate the quality and consistency of regional marketing initiatives.
- Manages multiple projects simultaneously, driving timelines, stakeholder alignment, logistics, and execution across assigned markets.
- Oversees marketing budgets, including annual forecasting, monthly reconciliation, expense management, and reporting to local leadership.
- Partners with Relationship Managers, Market Leaders, and sales teams to identify business priorities and develop marketing programs that support growth, client engagement, and brand awareness.
- Leverages Salesforce and other marketing technologies to measure engagement, track ROI, monitor business results, and identify opportu