Digital Acquisition Senior Associate (US Advisor)
On-siteNew York City, New York, United States or New York, United States
Job Summary
Activate the new financial advisor acquisition strategy end-to-end across websites, communications, webinars, and email using a disciplined test-and-learn approach. Partner with channel stakeholders to develop segmentation, messaging, and journey approaches aligned to advisor needs, while improving website and landing page performance through testing roadmaps and conversion insights. Lead advisor/platform communications and webinar workflows in collaboration with internal partners to ensure coordinated messaging, and collaborate with directors and copywriters to create content promoting investment solutions. Own performance measurement for acquisition initiatives and related KPIs, translating data into insights for stakeholders, and leverage marketing technology to improve processes and productivity. This individual contributor role within Asset & Wealth Management requires strong cross-functional leadership and comfort operating in ambiguity to drive measurable growth in new producers.
Required Qualifications
- 5+ years of relevant marketing experience
- Demonstrated acquisition marketing and/or lifecycle marketing capability
- Strong analytical orientation
- Strong project management and operating rigor
- Excellent written and verbal communication skills
- Experience with MarTech and marketing workflow tools, including Salesforce Marketing Cloud and Workfront
- Strong risk and controls mindset
Desired Qualifications
- Experience marketing to financial advisors and/or working in intermediary distribution contexts
- Familiarity with website testing and personalization tools (e.g., Adobe Target)
- Exposure to marketing automation and/or AI-enabled workflows (e.g., journey automation, experimentation acceleration, content operations automation)
- Consumer marketing background
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