The Role
The Marketing Manager supports digital marketing, content creation, email and social media campaigns, market research, client communications, event planning, and campaign performance reporting. The role creates and edits financial marketing materials, manages website and advisor content, coordinates vendors and events, and ensures communications meet firm branding and compliance standards.
Summary Generated by Built In
The Marketing Manager supports the firm's marketing and client engagement efforts, helping to enhance brand visibility, strengthen client relationships, and support financial advisors through effective communication and strategic marketing initiatives. This is an on-site position located at our office in Waukesha, WI.
Responsibilities:
Digital Marketing Management
Responsibilities:
Digital Marketing Management
- Create photography and video, including operating equipment, editing, and directing subjects.
- Update website content, advisor bios, and blog posts.
- Support social media scheduling, posting, and engagement monitoring across approved platforms.
- Perform email marketing tasks, including segmentation of client lists and reviewing emails for compliance.
- Draft and edit marketing materials such as newsletters, market updates, email communications, and blog posts, ensuring content aligns with compliance standards and firm branding.
- Preparing client-facing presentations and investment commentary summaries.
- Executes marketing campaigns focused on client education, brand awareness, and lead generation.
- Monitor and report on campaign effectiveness, including metrics related to client engagement and prospect activity.
- Conduct research on market trends, industry developments, and competitor activity within the wealth management sector.
- Compile insights into clear summaries to support internal strategy and firm communication initiatives.
- Create annual marketing recommendations based on market research and IAG’s direction.
- Schedule annual calendar of events.
- Work with venues, caterers, speakers, entertainment, and other vendors to provide all services needed for events.
- Communicate important event information staff and clients through email, website, social media, and promotional items.
- Associate’s degree in marketing, Communications, Business, Finance, or related field required, bachelor’s degree preferred, plus 2-3 years of experience in a marketing role.
- Strong written and verbal communication skills, with the ability to translate financial topics into clear client-friendly language.
- Excellent organizational skills and ability to manage multiple projects simultaneously.
- Proficiency with Microsoft Office (Word, Excel, PowerPoint), design tools such as Canva or Adobe Creative Cloud products preferred.
- Familiarity with CRM systems and digital marketing tools is a plus.
- Ability to work collaboratively while maintaining attention to detail.
- 2 years of experience working in financial services or a regulated industry preferred.
- Knowledge of FINRA/SEC compliance considerations for marketing materials preferred.
- Experience managing a budget, negotiating contracts, working with outside vendors preferred.
Skills Required
- Associate's degree in marketing, communications, business, finance, or a related field
- Bachelor's degree
- 2-3 years of experience in a marketing role
- Strong written and verbal communication skills
- Ability to translate financial topics into clear, client-friendly language
- Excellent organizational skills and ability to manage multiple projects simultaneously
- Proficiency with Microsoft Office, including Word, Excel, and PowerPoint
- Experience with Canva or Adobe Creative Cloud products
- Familiarity with CRM systems and digital marketing tools
- Ability to collaborate while maintaining attention to detail
- Two years of experience in financial services or a regulated industry
- Knowledge of FINRA and SEC marketing compliance considerations
- Experience managing budgets, negotiating contracts, and working with outside vendors
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The Company
What We Do
MRA - The Management Association is a nonprofit employer association that provides comprehensive HR services, including recruitment, advice, training, and development, to over 5,000 member companies.
