Yodlee
Envestnet is seeking a
Investments Marketing Manager
to join our Marketing department. This is a hybrid role, with in-office work required at Berwyn, PA office location.
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions u2013 backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nationu2019s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnetu2019s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.u00A0
Envestnetu2019s Strategy:
Deliver the industry-leading wealth management platform, powered by advanced data and insightsu00A0
Leverage our scale and efficiencies to serve our clientsu2019 needs comprehensivelyu00A0
Enable financial advisors to deliver more holistic advice u2013 reflecting a more complete view of their clientsu2019 financial lives, and in a more connected environment
For more information, please visit www.envestnet.com.
Job Summary:u00A0
As an Investments Marketing Manager, we are looking for someone with experience in marketing investment products and financial services: provide day-to-day marketing support for the Solutions business, partner with our sales teams to help them have effective conversations, participating in cross-functional teams in the development, execution and measurement of success of integrated, multi-channel marketing campaigns, and helping bring big ideas to life. This role will have a focus on marketing Envestnetu2019s Solutions business, including PMC Fund Strategist Portfolios, QRG Quantitative Portfolios, Envestnet Overlay Services, Envestnetu2019s Private Wealth and other high-net-worth services, retirement plan capabilities and alternative investment offering.
Job Responsibilities:
Be the point of contact for all day-to-day marketing needs for their covered solutions, including but not limited to: sales collateral development, advisor/client product collateral, web page content development, product-related email communications, speaking event content, social media, paid media needs and earned media.
Partner closely with our sales teams to help them have productive and effective conversations with enterprises, advisors and RIAs promoting their covered business linesu2019 products/services. This includes content development as well as campaign execution.
Grow awareness of Envestnetu2019s investment offerings and key spokespeople as thought-leaders within the wealth management industry by working with the team to produce videos, social media content, blog posts, media/column contributions and press releases.
Develop and maintain broad knowledge of competitive offerings, market trends and industry developments specific to each product group to inform product positioning.
Lead creation of marketing collateral and ensure it is distributed effectively to a variety of internal and external audiences.
Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.u00A0
As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Required Qualifications:
3-5 years of experience in investment and financial services product marketing.
Bacheloru2019s degree, with majors in business, marketing or communications a plus.
Successful history of collaborating with cross-disciplinary individuals/teams/groups.
Ability to form strong relationships and work effectively across all levels of an organization.
Experience with marketing and communications techniques across traditional and digital channels.
Ability to apply an investor-centric lens and translate difficult/complex investment concepts into practical application content and messaging.
Strong critical and strategic thinking skills.
Strong analytical skills.
Strong technical product and investment knowledge across strategies and asset classes.
Experience producing copy for digital, print and social media marketing collateral.
Excellent oral and written communication skills with high attention to detail.
Strong time management and organizational skills.
Envestnet:u00A0
Be a member of an innovative and industry leading financial technology and solutions companyu00A0
Competitive Compensation/Total Reward Packages that include: Health Benefits (Health/Dental/Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401K u2013 Company Match
Annual Bonus Incentives
Parental Stipendu00A0
Tuition Reimbursement
Student Debt Program
Charitable Matchu00A0
Wellness Program
#LI-LM1
#J-18808-Ljbffr
Investments Marketing Manager
to join our Marketing department. This is a hybrid role, with in-office work required at Berwyn, PA office location.
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions u2013 backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nationu2019s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnetu2019s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.u00A0
Envestnetu2019s Strategy:
Deliver the industry-leading wealth management platform, powered by advanced data and insightsu00A0
Leverage our scale and efficiencies to serve our clientsu2019 needs comprehensivelyu00A0
Enable financial advisors to deliver more holistic advice u2013 reflecting a more complete view of their clientsu2019 financial lives, and in a more connected environment
For more information, please visit www.envestnet.com.
Job Summary:u00A0
As an Investments Marketing Manager, we are looking for someone with experience in marketing investment products and financial services: provide day-to-day marketing support for the Solutions business, partner with our sales teams to help them have effective conversations, participating in cross-functional teams in the development, execution and measurement of success of integrated, multi-channel marketing campaigns, and helping bring big ideas to life. This role will have a focus on marketing Envestnetu2019s Solutions business, including PMC Fund Strategist Portfolios, QRG Quantitative Portfolios, Envestnet Overlay Services, Envestnetu2019s Private Wealth and other high-net-worth services, retirement plan capabilities and alternative investment offering.
Job Responsibilities:
Be the point of contact for all day-to-day marketing needs for their covered solutions, including but not limited to: sales collateral development, advisor/client product collateral, web page content development, product-related email communications, speaking event content, social media, paid media needs and earned media.
Partner closely with our sales teams to help them have productive and effective conversations with enterprises, advisors and RIAs promoting their covered business linesu2019 products/services. This includes content development as well as campaign execution.
Grow awareness of Envestnetu2019s investment offerings and key spokespeople as thought-leaders within the wealth management industry by working with the team to produce videos, social media content, blog posts, media/column contributions and press releases.
Develop and maintain broad knowledge of competitive offerings, market trends and industry developments specific to each product group to inform product positioning.
Lead creation of marketing collateral and ensure it is distributed effectively to a variety of internal and external audiences.
Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.u00A0
As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Required Qualifications:
3-5 years of experience in investment and financial services product marketing.
Bacheloru2019s degree, with majors in business, marketing or communications a plus.
Successful history of collaborating with cross-disciplinary individuals/teams/groups.
Ability to form strong relationships and work effectively across all levels of an organization.
Experience with marketing and communications techniques across traditional and digital channels.
Ability to apply an investor-centric lens and translate difficult/complex investment concepts into practical application content and messaging.
Strong critical and strategic thinking skills.
Strong analytical skills.
Strong technical product and investment knowledge across strategies and asset classes.
Experience producing copy for digital, print and social media marketing collateral.
Excellent oral and written communication skills with high attention to detail.
Strong time management and organizational skills.
Envestnet:u00A0
Be a member of an innovative and industry leading financial technology and solutions companyu00A0
Competitive Compensation/Total Reward Packages that include: Health Benefits (Health/Dental/Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401K u2013 Company Match
Annual Bonus Incentives
Parental Stipendu00A0
Tuition Reimbursement
Student Debt Program
Charitable Matchu00A0
Wellness Program
#LI-LM1
#J-18808-Ljbffr