Specialist, Regional Marketing - Wealth Management
LOCATION
Not specified
QUALIFICATIONS
3 years of marketing or sales experience, preferably in financial services. A degree and/or relevant work experience preferred. Knowledge of financial industry products, strong project management skills, creativity, writing skills, interpersonal skills, and proficiency in Microsoft 365 and Adobe. Experience with Marketo & On24 is a plus.
RESPONSIBILITIES
Implement marketing strategy, manage events, digital marketing activities, and budgeting. Develop in-person and virtual events, track engagement and ROI, assist with local marketing communications, foster relationships with vendors, collaborate with various bank departments, and monitor marketing campaign responses.
INDUSTRY
Financial Services
SHORT DESCRIPTION
Responsible for executing marketing strategies within dedicated markets, managing promotional events, supporting lead generation, and working collaboratively with sales and marketing teams at Northern Trust.
- Excellent project management skills and can efficiently support multiple markets.
- Manage budgeting process, including yearly forecasting, monthly reconciliation and provide status updates to local leadership.
- Conceptualize, develop and executive both in-person and virtual events for target personas.
- Leverage Salesforce and other database software to track engagement and ROI.
- Assist on local marketing communications including marketing updates, public relations efforts and local leadership messages in conjunction with our national marketing team.
- Develop relationships with external vendors, publications, and venues to utilize and promote Northern Trust services in a cost-effective manner.
- Interacts with various areas of the bank, including product and sales areas, to gather data for creation of marketing strategies and content.
- Works with the sales staff, WM marketing directors and relationship managers to promote marketing campaigns and programs. Monitors response rates and business results.
- 3 years of marketing or sales experience, including financial services experience.
- A College or University degree and/or relevant proven work experience is preferred.
- Knowledge of financial industry consumer products and services and marketing concepts, acquired through related work experience and formal education, is required.
- Solid project management, organizational and multi-tasking skills needed to manage a variety of ongoing projects.
- Creativity and good writing skills for both client and partner communications.
- Strong interpersonal skills are needed to interface with partners throughout the organization.
- Computer skills including Microsoft 365 with a focus on PowerPoint, Outlook, Teams & Excel as well as Adobe to create materials.
- Experience with Marketo & On24 (or comparable virtual event platform) a plus
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