Investments Marketing Manager

2 Months ago • 3-5 Years • Marketing

Job Summary

Job Description

Envestnet is seeking an Investments Marketing Manager to join their Marketing department. This hybrid role requires in-office work at the Berwyn, PA office. The company transforms financial advice delivery through connected technology, advanced insights, and asset management solutions. The manager will provide day-to-day marketing support for the Solutions business, partnering with sales teams to develop and execute multi-channel marketing campaigns for investment products like PMC Fund Strategist Portfolios, QRG Quantitative Portfolios, and more. Responsibilities include collateral development, digital and print content creation, social media, and increasing awareness of Envestnet's offerings.
Must have:
  • 3-5 years of investment/financial services product marketing experience
  • Bachelor's degree (business, marketing, or communications preferred)
  • Experience with cross-disciplinary collaboration
  • Ability to build relationships across all organizational levels
  • Experience with various marketing and communication channels
  • Ability to translate complex investment concepts into practical content
  • Strong critical, strategic, and analytical thinking skills
  • Strong technical product and investment knowledge
  • Experience producing marketing collateral copy
  • Excellent communication and attention to detail
  • Strong time management and organizational skills
Perks:
  • Health Benefits (Health/Dental/Vision)
  • Paid Time Off (PTO) & Volunteer Time Off (VTO)
  • 401K – Company Match
  • Annual Bonus Incentives
  • Parental Stipend
  • Tuition Reimbursement
  • Student Debt Program
  • Charitable Match
  • Wellness Program

Job Details

Description

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 – 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 nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

  • Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  • Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  • Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment

For more information, please visit www.envestnet.com.

Job Summary: 

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 Envestnet’s Solutions business, including PMC Fund Strategist Portfolios, QRG Quantitative Portfolios, Envestnet Overlay Services, Envestnet’s 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 lines’ products/services. This includes content development as well as campaign execution.
  • Grow awareness of Envestnet’s 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. 
  • 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.
  • Bachelor’s 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: 

  • Be a member of an innovative and industry leading financial technology and solutions company 
  • Competitive Compensation/Total Reward Packages that include:
    • Health Benefits (Health/Dental/Vision)
    • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    • 401K – Company Match
    • Annual Bonus Incentives
    • Parental Stipend 
    • Tuition Reimbursement
    • Student Debt Program
    • Charitable Match 
    • Wellness Program

#LI-LM1

Similar Jobs

InMobiInMobi - Senior Manager - Revenue Operations

InMobiInMobi

Bengaluru, Karnataka, India (On-Site)
1 Month ago
WebFX - Software Engineer

WebFX

Ann Arbor, Michigan, United States (On-Site)
8 Months ago
Thales - Engineering Delivery Manager

Thales

Woolloomooloo, New South Wales, Australia (Hybrid)
3 Weeks ago
Trellix - Senior Software Development Engineer

Trellix

Bengaluru, Karnataka, India (On-Site)
3 Weeks ago
HP - Presales Consultant for Poly

HP

Tokyo, Japan (On-Site)
1 Year ago
Figma - Brand Marketing Strategist

Figma

San Francisco, California, United States (Remote)
3 Weeks ago
panteon games - Marketing Artist

panteon games

Ankara, Ankara, Türkiye (On-Site)
9 Months ago
HHA Exchange - Senior Growth Marketing Manager

HHA Exchange

New York, New York, United States (Remote)
2 Months ago
Ubisoft - Shopper Marketing Assistant - Internship

Ubisoft

Paris, Île-de-France, France (On-Site)
4 Months ago
Illumina - Sr. Director, Workflow Marketing

Illumina

San Diego, California, United States (On-Site)
3 Weeks ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Philips - Senior Program Manager

Philips

Pune, Maharashtra, India (On-Site)
2 Months ago
UPF Industries  - Design Trainee - Site Built

UPF Industries

San Antonio, Texas, United States (On-Site)
1 Month ago
Kavalirio - IT Project Manager

Kavalirio

Orlando, Florida, United States (On-Site)
1 Month ago
Synechron - Loan IQ BA

Synechron

Mississauga, Ontario, Canada (On-Site)
3 Weeks ago
Rivian - Field Service Advisor III

Rivian

Rohnert Park, California, United States (On-Site)
3 Weeks ago
Apple - Inductive Engineering Program Manager

Apple

Cupertino, California, United States (On-Site)
2 Months ago
Rockstar Games - Senior Data Engineer

Rockstar Games

Carlsbad, California, United States (On-Site)
3 Months ago
Green gold animation - 2D Location Concept Artist

Green gold animation

Hyderabad, Telangana, India (On-Site)
3 Weeks ago
Winjit Technologies - .Net Developer

Winjit Technologies

Nashik, Maharashtra, India (On-Site)
3 Months ago
USE Insider - Account Director - Vietnam HCMC

USE Insider

Ho Chi Minh City, Ho Chi Minh City, Vietnam (Hybrid)
10 Months ago

Get notifed when new similar jobs are uploaded

Jobs in Berwyn, Pennsylvania, United States

DraftKings - Operations Associate

DraftKings

North Andover, Massachusetts, United States (On-Site)
4 Weeks ago
Lytx,  Inc  - Manager, Installation Enablement

Lytx, Inc

San Diego, California, United States (On-Site)
1 Month ago
Apple - System Product Design Engineering Program Manager Lead/Manager

Apple

Sunnyvale, California, United States (On-Site)
1 Month ago
Vertx Inc. - Technical Product Manager II

Vertx Inc.

United States (Remote)
1 Month ago
Aptive - Project Manager

Aptive

Cupertino, California, United States (On-Site)
3 Months ago
Catina - Machine Learning Infrastructure Manager

Catina

San Francisco, California, United States (On-Site)
10 Months ago
bytedance - Indirect Tax Manager - US (San Jose)

bytedance

San Jose, California, United States (On-Site)
4 Months ago
Ziff Davis - Manager, Strategy & Growth

Ziff Davis

New York, United States (On-Site)
1 Month ago
onwards Search - Video Editor/Animator

onwards Search

Westwood, Massachusetts, United States (Hybrid)
1 Month ago
Ramboll3 - Senior Project Engineer, Civil (Data Center)

Ramboll3

Albany, New York, United States (Remote)
3 Weeks ago

Get notifed when new similar jobs are uploaded

Marketing Jobs

CookUnity - Senior Growth Marketing Manager, Paid Social

CookUnity

Argentina (Remote)
3 Weeks ago
Eneba Games - Influencers Marketing Team Lead

Eneba Games

(Remote)
8 Months ago
Sony Music Career - Manager, DSP Marketing (Domestic)

Sony Music Career

Seoul, South Korea (On-Site)
1 Month ago
Opendoor - Senior Lifecycle Marketing Manager

Opendoor

Phoenix, Arizona, United States (Hybrid)
1 Month ago
Bally's Interactive - Senior Manager - Performance Marketing

Bally's Interactive

Jersey City, New Jersey, United States (On-Site)
1 Month ago
Minecast - Sr. Manager, Marketing Analytics

Minecast

Lexington, Massachusetts, United States (On-Site)
2 Weeks ago
Illumina - Sr. Director, Workflow Marketing

Illumina

San Diego, California, United States (On-Site)
3 Weeks ago
Cineplex - Director of Marketing, Cineplex Pictures

Cineplex

Toronto, Ontario, Canada (On-Site)
3 Weeks ago
right hook  - Lead Strategist - eCommerce Growth Marketing

right hook

Australia (Remote)
3 Months ago
HappyRobot - Field Marketing Manager

HappyRobot

San Francisco, California, United States (On-Site)
2 Months ago

Get notifed when new similar jobs are uploaded

About The Company

Chicago, Illinois, United States (On-Site)

Thiruvananthapuram, Kerala, India (On-Site)

Berwyn, Pennsylvania, United States (Hybrid)

Berwyn, Pennsylvania, United States (Hybrid)

Berwyn, Pennsylvania, United States (Hybrid)

Thiruvananthapuram, Kerala, India (On-Site)

United States (Remote)

Berwyn, Pennsylvania, United States (Hybrid)

Thiruvananthapuram, Kerala, India (On-Site)

Thiruvananthapuram, Kerala, India (On-Site)

View All Jobs

Get notified when new jobs are added by Yodlee

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug