Channel Marketing Manager (Wealth Management)

Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.

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• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

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At Dimensional, we’re focused on changing the way people think and feel about investing.  Our goal is to stay on the leading edge of research and implementation while also providing an extraordinary client experience. As the firm’s growth accelerates around the world, a strategic marketing program that supports the business while maintaining Dimensional’s values is critical to our continued success.

The Marketing Manager will serve as the main contact for advisor-focused channels and manage the communication with Channel Heads and Regional Directors to ensure marketing campaign and prospecting activities are deployed in partnership with sales. They will be the main conduit of communication between channels focused on financial advisors, broker dealers, wire houses and other financial institutions and the larger marketing organization.

Responsibilities:

• Coordinate with marketing team to prioritize campaign concepts pertinent to the advisor-focused audience, identify key deliverables, draft promotion plans, and deliver analytics for channel-specific endeavors.
• Serve as a dedicated consultant, advocate and resource for the channel leadership teams, and be a single point of contact for ad-hoc requests arising from sales channels.
• Keep abreast of additional firm-wide campaign initiatives that correspond to the strategic growth drivers of the advisor-focused channels. 
• Partner with multiple marketing entities to effectively execute integrated marketing campaigns.
• Identify new and emerging marketing tools, services, and software to innovate and further the sales and marketing strategy.
• Stay abreast of financial industry developments and marketplace opportunities/challenges to inform strategy and contribute to benchmarking.
• Measure and continually seek to enhance the effectiveness of our sales and marketing strategy.

Qualifications:

• 10+ years of marketing experience in the financial services industry, working with senior executives in a global business environment.
• Proactive with proven track record of implementing multichannel marketing strategies through intermediary distribution channels, specifically broker dealer, RIAs, enterprise, and independent advisors.
• Thorough knowledge of the rules of engagement when coordinating marketing initiatives with wire houses and broker dealers.
• Past experience with an asset management firm, ETF provider, broker dealer, large RIA, REIT or annuity company preferred.
• Excellent written and verbal communication skills.
• Outstanding organizational and interpersonal skills, including the ability to quickly build trust and influence, and to collaborate effectively with and across teams to achieve the best results.
• Adept at juggling numerous projects and managing multiple stakeholders while meeting deadlines and maintaining attention to detail.
• Ability to analyze metrics and present information in a meaningful way.
• A Bachelor’s degree in Finance, Communications, Marketing, Journalism or related field.

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