Job Description Summary
.Job Description
Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future.
Position SummaryWe are seeking a skilled and proactive Salesforce Marketing Cloud Administrator to manage and optimize our Marketing Cloud Engagement platform within a highly regulated financial services and record-keeping environment. This role will be responsible for overseeing the data, audience segmentation, platform configuration, and execution processes within Marketing Cloud to support our Communications team in effectively delivering campaigns across multiple channels.
Key Responsibilities- Requirements gathering and organization- effectively collaborate with cross-functional teams to gather, analyze, and document business requirements, ensuring alignment with campaign goals, data architecture, and customer journey strategies
- Configure and maintain Marketing Cloud components including Email Studio, Journey Builder, Automation Studio, and Contact Builder.
- Manage user roles, permissions, and platform security in alignment with compliance standards. Collaborate with marketing and operations teams to design and execute multi-channel campaigns.
- Build and optimize customer journeys, triggered sends, and audience segmentation strategies.
- Ensure seamless integration between Salesforce CRM and Marketing Cloud.
- Maintain data hygiene, synchronization, and compliance with financial data privacy regulations (e.g., DOL, ERISA, SEC, FINRA, GDPR) and internal compliance guidelines
- Monitor Marketing Cloud performance, including campaign metrics, automations data flows, and subscriber engagement through dashboards and reports
- Provide actionable insights to improve targeting and personalization.
- Partner with legal and compliance teams to review and approve campaign content and data usage.
- Manage user access, permissions, and roles within Marketing Cloud Engagement.
- Maintain system configurations including send classifications, headers/footers, and platform settings.
- Import and manage data from Salesforce core platform via Marketing Cloud Connect.
- Create and maintain data extensions, subscriber keys, and preference centers.
- Ensure compliance with CAN-SPAM, email opt-out regulations, and financial data privacy regulations (e.g., DOL, ERISA, SEC, FINRA, GDPR).
- Set up and execute campaigns including one-off sends, automations, and Journey Builder journeys.
- Configure and apply dynamic content to personalize campaigns.
- Perform quality assurance checks, testing, and rendering validation before sending.
- Partner with the Communications team to ensure email campaigns are executed accurately and on time.
- Engage in Salesforce Administrator activities and duties, to assist Salesforce colleagues in supporting the business, in Service Cloud and other Salesforce related work, such as Core Salesforce platform features, including user management, security settings, and data configuration
- Mindfulness: Precision is critical in managing data, configuring journeys, and ensuring compliance with financial regulations.
- Analytical Thinking: Ability to interpret campaign data, identify trends, and make data-driven decisions.
- Communication Skills: Clear and effective communication with cross-functional teams, including marketing, compliance, and IT.
- Problem-Solving: Proactive in identifying issues and implementing solutions in a fast-paced, regulated environment.
- Collaboration:
- Partner with the Marketing team to align campaign strategies with business goals and customer segments.
- Work closely with the Compliance team to ensure all communications meet regulatory standards.
- Coordinate with IT and CRM teams to troubleshoot integration issues and maintain data integrity.
- Participate in cross-functional planning meetings to ensure alignment on timelines, deliverables, and campaign objectives.
- Adaptability: Comfortable navigating change, learning new tools, and adjusting to evolving regulatory requirements.
- Time Management: Ability to manage multiple projects and deadlines efficiently without compromising quality.
- Integrity & Discretion: High level of professionalism and confidentiality when overseeing sensitive financial and customer data.
Preferred Skills:
- Proficiency in SQL, AMPscript, and HTML/CSS for email development.
- Experience with Salesforce CRM and APIs.
Education & Experience:
- Bachelor’s degree in marketing, Information Systems, or related field.
- 3+ years of experience administering Salesforce Marketing Cloud in a regulated industry, preferably financial services.
- Strong understanding of email data management and segmentation.
- Knowledge of email compliance and data governance best practices. (CAN-SPAM and preference management).
- Salesforce Marketing Cloud Engagement Administrator
- Salesforce Marketing Cloud Email Specialist
- Salesforce Certified Data Architect (optional but beneficial)
Education
Bachelor’s: Business Administration, Bachelor’s: Information Technology, Bachelor’s: MarketingWork Experience
General Experience - 3 to 6 yearsCertifications
Other License Not Listed - OtherTravel
Less than 25%Workstyle
RemoteAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-TG1Top Skills
What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.







