The Senior Associate, Marketing Execution is responsible for managing end-to-end execution of digital marketing initiatives and campaigns for Wealth Management Marketing, with focus on customer acquisition. This role reports into the Vice President, Wealth Management Marketing Execution and will partner closely with marketing strategy and brand marketing
The ideal candidate has experience leading and executing marketing initiatives and campaigns that support critical touchpoints along the customer journey to raise awareness, educate, and acquire new customers. This candidate will leverage appropriate channels, tactics, and messaging and has a mindset for performance measurement, best practices and continuous improvement.
Responsibilities include:
Managing E2E implementation of 10-15 digital initiatives a month to ensure wealth management efforts are on-strategy, on time and within budget parameters.
Managing the process and execution of creative testing and analysis to optimize performance; testing may include multiple creative versions for each campaign and may leverage different offer constructs as needed
Collaboration with marketing strategy managers to identify opportunities, strengthen campaign strategy and establish the framework for measurement and reporting.
Management of multi-channel marketing execution including working across multi-functional teams, such as:
Agencies for creative development and execution
Modeling team, list team and list brokers to coordinate targeting
Analytics team to report campaign results
Technology teams for capability integration and execution
Effectively and efficiently working within multiple systems and processes throughout creative development to ensure proper approvals and controls required for a successful launch.
Using best practices, test results, customer journey mapping and SEO to optimize and elevate the customer experience.
The ideal candidate will have exceptional partnering and project management skills, campaign management and/or digital execution experience, ability to lead and drive decision-making in a complex, ever-changing environment, a mindset for continuous process improvement, be detail oriented, and have a high degree of comfort in a stringent controls environment.
Qualifications:
Strong knowledge of and 5-7 years' experience in direct marketing and/or project management is required
End-to-end project and process management and oversight; digital experience preferred
Agency/vendor management, including process improvement and issues resolution/escalation
Knowledge of database marketing principles, segmentation, testing and results measurement
Specific experience in financial services including wealth management marketing and/or agency-side experience is a plus
High energy and the ability to manage multiple initiatives and processes simultaneously and work well under pressure and tight deadlines
Highly organized with an ability to foresee and understand implications and downstream impacts of campaign changes and action response plans with speed
Strong relationship development and negotiating skills; able to earn respect and trust among internal and external business partners and team members
Team player with a positive, can-do attitude; must be comfortable with continuously changing opportunities and priorities
Creative and innovative mindset with a focus on constant improvement
Excellent written and oral communication skills
4-year college degree preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
