Marketing Manager - Wealth & Institutional Services

Posted Yesterday
Be an Early Applicant
Omaha, Auckland, NZL
In-Office
82K-135K Annually
Senior level
Financial Services
The Role
Lead marketing strategy and execute integrated campaigns for Wealth & Institutional Services. Translate business objectives into measurable plans, manage end-to-end campaign execution, optimize performance via analytics, own budgets and ROI, and partner cross-functionally with Product, Analytics, and Centers of Excellence to drive client acquisition, retention, and brand outcomes.
Summary Generated by Built In

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Summary of the Job:

 

The Marketing Manager – Wealth & Institutional Services at FNBO plays a pivotal role in shaping the marketing and communications strategies that drive measurable business outcomes across FNBO’s Wealth and Institutional segment. In this role, you’ll be responsible for translating business objectives into strategic marketing plans and delivering high-impact campaigns that influence desired client and prospect behaviors, accelerate growth, and strengthen brand equity.
Through hands-on campaign leadership and close partnership with business leaders, key stakeholders, and Marketing Centers of Excellence, you’ll ensure the successful execution and optimization of marketing initiatives aligned to FNBO’s core objectives: building, enhancing, and protecting the brand; acquiring new clients; deepening existing relationships; and improving marketing effectiveness and efficiency.
Working closely with Marketing Leadership, Business Leadership, and Centers of Excellence, you’ll lead campaign strategy, messaging and offer development, and data-driven performance analytics to continually refine approaches based on market insights and financial outcomes.

About This Role:

 

Job Specific Responsibilities/Accountabilities:

Strategic Business Partnership

  • Serve as day-to-day marketing liaison to Business Leadership for assigned lines of business
  • Translate business objectives into actionable marketing strategies with defined success metrics
  • Contribute insights and recommendations to strategic planning discussions
  • Present strategic recommendations and performance insights to senior stakeholders

Marketing Strategy & Planning

  • Contribute to end-to-end marketing and communications strategy for assigned product lines  
  • Develop detailed tactical plans for lifecycle marketing approaches spanning awareness, acquisition,  engagement, and retention based on strategic direction
  • Help define customer segmentation, targeting strategies, and messaging frameworks
  • Build integrated campaign plans across channels (digital, direct mail, email, events, etc.) that bring strategic vision to life

Campaign Ownership & Execution

  • Own end-to-end campaign execution for strategic initiatives, working with Project Managers support for coordination of campaign deliverables
  • Lead campaign briefings with Centers of Excellence to ensure strategic intent is maintained and executional excellence is achieved
  • Make real-time optimization decisions during campaign flight to maximize performance
  • Maintain hands-on involvement in critical campaign elements including targeting, messaging, offer structure, creative development, and channel deployment
  • Manage day-to-day campaign operations including troubleshooting, vendor and/or Project Manager coordination, and quality assurance
  • Drive continuous improvement through in-flight testing and optimization

Growth & Performance Management

  • Track and report against marketing KPIs and growth objectives in alignment with business targets
  • Manage campaign budgets and contribute to marketing P&L and ROI analysis for assigned portfolios
  • Conduct ongoing performance analysis and recommend strategic optimization based on data insights
  • Develop and execute testing agendas to continuously improve campaign effectiveness within established strategic frameworks
  • Identify performance trends and opportunities

Cross-Functional Leadership

  • Partner with Project Managers and Centers of Excellence to ensure flawless campaign execution and on-time delivery
  • Collaborate with Analytics to leverage customer insights and predictive modeling for tactical application
  • Work with Product teams to align marketing strategies with product roadmaps and strategic direction
  • Direct creative development with Centers of Excellence, ensuring brand consistency and strategic alignment
  • Serve as primary point of contact for business unit, operational marketing questions (working through the project manager) and execution details

Market Intelligence

  • Monitor competitive landscape and industry trends
  • Incorporate customer research and behavioral insights into strategy
  • Identify new opportunities for customer acquisition and portfolio growth

Key Skills:

Strategic Marketing Leadership

  • Proven ability to translate strategic direction into detailed plans that drive business results
  • Experience executing multiple campaigns simultaneously while maintaining strategic alignment
  • Strong execution mindset with ability to balance strategic thinking with hands-on implementation

Financial & Analytical Acumen

  • Strong ROI orientation with experience managing campaign budgets and contributing to P&L analysis
  • Ability to analyze complex data sets and translate insights into tactical optimizations and strategic recommendations
  • Proficiency with marketing analytics tools and performance dashboards

Business Partnership

  • Experience working directly with senior business leaders as a strategic partner
  • Ability to influence without authority and build consensus across stakeholders
  • Strong presentation and communication skills

Customer-Centric Thinking

  • Deep understanding of customer journey mapping and lifecycle marketing
  • Experience with segmentation, personalization, persona, and behavioral targeting
  • Knowledge of acquisition funnel optimization

Execution Excellence

  • Ability to balance strategic thinking with hands-on execution
  • Experience managing multiple campaigns simultaneously
  • Results-oriented with strong project ownership
  • Comfortable working in both strategic and tactical capacities

The Ideal Candidate for This Role:

 

Minimum Qualifications

Required:

  • Bachelor's degree in Marketing, Business, or related field
  • 5-7+ years of marketing experience with demonstrated execution excellence and strategic impact
  • Investment industry experience in a B2B setting (institutional financial services experience preferred)
  • Proven track record of driving measurable business outcomes through marketing and communications strategies
  • Experience managing compliance review processes for investment-related marketing content
  • Experience with marketing analytics, campaign performance measurement, and ROI analysis
  • Strong financial acumen and budget management experience
  • Ability to work in fast-paced environment with multiple stakeholders

Desired:

  • Experience with CRM platforms and marketing automation tools
  • Experience with account-based marketing (ABM) strategies and tools
  • MBA or advanced degree
  • Familiarity with digital marketing channels and attribution modeling
  • Previous experience in asset management, investment banking, or institutional financial services marketing

Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation:

 

Compensation range (base pay): $81,662.00-$134,741.00

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Work Environment:

It is anticipated that the incumbent in this role will work in a hybrid capacity, balancing in-person collaboration three (3) days a week with remote flexibility two (2) days a week. As part of our team, you'll experience the energy and relationship-building of face-to-face collaboration while still enjoying the flexibility of remote workdays. We provide the tools and technology to ensure seamless transitions between work environments, supporting your productivity wherever you are. Please note that work location is subject to change based on business needs.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

  • Medical, Dental, Vision Insurance

  • 401k, With Matching Contributions

  • Time Off Programs

  • Health Savings Account (HSA)/Dependent Care

  • Employee Banking

  • Growth Opportunities

  • Tuition Assistance

  • Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.

For additional information regarding compensation and benefits, e-mail FNBO at [email protected]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20261142

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days.  Job postings may come down prior to 5 calendar days based on volume of applicants.

Skills Required

  • Bachelor's degree in Marketing, Business, or related field
  • 5-7+ years of marketing experience with demonstrated execution excellence and strategic impact
  • Investment industry experience in a B2B setting
  • Proven track record of driving measurable business outcomes through marketing and communications strategies
  • Experience managing compliance review processes for investment-related marketing content
  • Experience with marketing analytics, campaign performance measurement, and ROI analysis
  • Strong financial acumen and budget management experience
  • Ability to work in fast-paced environment with multiple stakeholders
  • Unrestricted work authorization (no sponsorship)
  • Experience with CRM platforms and marketing automation tools
  • Experience with account-based marketing (ABM) strategies and tools
  • MBA or advanced degree
  • Familiarity with digital marketing channels and attribution modeling
  • Previous experience in asset management, investment banking, or institutional financial services marketing

Fnbo Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fnbo and has not been reviewed or approved by Fnbo.

  • Retirement Support Retirement plans include a matching 401(k) with an additional company contribution and other savings programs such as pension, stock bonus, and profit sharing. These features are portrayed as a strong component of total rewards.
  • Parental & Family Support Family supports include paid caregiving time for birth or adoption and for serious family health needs, caregiver leave, new‑parent assistance, and childcare resources. These offerings are highlighted as helpful for employees balancing work and family.
  • Leave & Time Off Breadth Time away is described as generous, combining paid time off with a broad set of observed holidays. Volunteer time off further adds flexibility for personal and community needs.

Fnbo Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Omaha, NE
3,917 Employees
Year Founded: 1857

What We Do

For more than 165 years, FNBO, a subsidiary of First National of Nebraska, has set the standard for outstanding customer service coupled with some of the most innovative financial products in the industry. When it opened in 1857, FNBO was a local bank that served only Omaha and the surrounding communities. Today, FNBO has locations in eight states and more than 6.6 million customers across the country. First National of Nebraska and its affiliates have nearly $30 billion in managed assets and 5,000 employee associates. We've come a long way in the last century and a half. As you browse through our site, we think you'll understand why we've been so successful – and why we're so excited about what the future holds for our customers and our organization. Check us out at www.fnbo.com.

Similar Jobs

Xero Logo Xero

Partner Success Manager

Cloud • Fintech • Information Technology • Machine Learning • Software
Hybrid
Auckland, NZL
4500 Employees

Halter Logo Halter

Test Engineer

Greentech • Hardware • Internet of Things • Machine Learning • Software • Business Intelligence • Agriculture
In-Office
Auckland, NZL
350 Employees

Halter Logo Halter

Machine Learning Engineer

Greentech • Hardware • Internet of Things • Machine Learning • Software • Business Intelligence • Agriculture
In-Office
Auckland, NZL
350 Employees

Halter Logo Halter

Customer Success Lead

Greentech • Hardware • Internet of Things • Machine Learning • Software • Business Intelligence • Agriculture
In-Office
Auckland, NZL
350 Employees

Similar Companies Hiring

Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account