Marketing Strategy Manager CNR
City National Bank
MARKETING STRATEGY MANAGER CNR
WHAT IS THE OPPORTUNITY?This position is responsible for identifying, developing and delivering marketing programs that deepen engagement with financial advisors and clients.
WHAT WILL YOU DO?Aid in the development of strategic marketing programs to deepen / grow relationships and AUM. Identify key segments and needs to tailor programs based on distinct personas. Manage strategic marketing projects end-to-end, working cross-functionally with strategy, marketing, sales, portfolio managers, and external advisors to share concepts, collect and incorporate feedback that maximizes successful implementation of strategic ideas. Develop implementation plans and work with cross-functional departments to oversee seamless execution. Update and edit proposals and presentations using marketing resource materials. Work cross-functionally to create customized presentations for specific meetings and events within CNR and CNB. Lead promotion and support of new and existing products, change to offerings. Design and create a wide variety of customized, professional-quality marketing materials. Plan and execute initiatives to reach the target audience through appropriate channels (social media, video, email marketing, advertising, etc.) Determine, track, and report key KPIs for each specific program developed. Develop compelling visual presentations that convey complex concepts in easily understood fashion. Develop deep understanding of City National Rochdale's investment capabilities and strategic marketing initiatives. Identify opportunities by tracking industry trends and competitor intelligence to build a strong understanding of our offering. Conduct market research and to identify new opportunities and trends. Work with compliance team to finalize and ensure marketing materials, proposals, and communications meet all regulatory requirements. Other marketing-related duties as needed.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*Bachelor's Degree or equivalent 5 years marketing strategy in financial services, preferably within investment management. 5 years of MS Office suite with specific emphasis on Excel and PowerPoint Additional Qualifications Bachelor’s Degree 6-8 years marketing strategy in financial services, preferably within investment management. 6-8 years of MS Office suite with specific emphasis on Excel and PowerPoint Understanding of economics, financial and investment concepts and terms; can apply them thoughtfully to marketing strategies Salesforce and Pardot experience preferred Project management skills Strong interpersonal and communication skills, can network and build key relationships Ability to multi-task time sensitive projects
WHAT'S IN IT FOR YOU?CompensationStarting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start dateGenerous 401(k) company matching contributionCareer Development through Tuition Reimbursement and other internal upskilling and training resourcesValued Time Away benefits including vacation, sick and volunteer timeSpecialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programsCareer Mobility support from a dedicated recruitment teamColleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks.
ABOUT USSince day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
WHAT IS THE OPPORTUNITY?This position is responsible for identifying, developing and delivering marketing programs that deepen engagement with financial advisors and clients.
WHAT WILL YOU DO?Aid in the development of strategic marketing programs to deepen / grow relationships and AUM. Identify key segments and needs to tailor programs based on distinct personas. Manage strategic marketing projects end-to-end, working cross-functionally with strategy, marketing, sales, portfolio managers, and external advisors to share concepts, collect and incorporate feedback that maximizes successful implementation of strategic ideas. Develop implementation plans and work with cross-functional departments to oversee seamless execution. Update and edit proposals and presentations using marketing resource materials. Work cross-functionally to create customized presentations for specific meetings and events within CNR and CNB. Lead promotion and support of new and existing products, change to offerings. Design and create a wide variety of customized, professional-quality marketing materials. Plan and execute initiatives to reach the target audience through appropriate channels (social media, video, email marketing, advertising, etc.) Determine, track, and report key KPIs for each specific program developed. Develop compelling visual presentations that convey complex concepts in easily understood fashion. Develop deep understanding of City National Rochdale's investment capabilities and strategic marketing initiatives. Identify opportunities by tracking industry trends and competitor intelligence to build a strong understanding of our offering. Conduct market research and to identify new opportunities and trends. Work with compliance team to finalize and ensure marketing materials, proposals, and communications meet all regulatory requirements. Other marketing-related duties as needed.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*Bachelor's Degree or equivalent 5 years marketing strategy in financial services, preferably within investment management. 5 years of MS Office suite with specific emphasis on Excel and PowerPoint Additional Qualifications Bachelor’s Degree 6-8 years marketing strategy in financial services, preferably within investment management. 6-8 years of MS Office suite with specific emphasis on Excel and PowerPoint Understanding of economics, financial and investment concepts and terms; can apply them thoughtfully to marketing strategies Salesforce and Pardot experience preferred Project management skills Strong interpersonal and communication skills, can network and build key relationships Ability to multi-task time sensitive projects
WHAT'S IN IT FOR YOU?CompensationStarting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start dateGenerous 401(k) company matching contributionCareer Development through Tuition Reimbursement and other internal upskilling and training resourcesValued Time Away benefits including vacation, sick and volunteer timeSpecialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programsCareer Mobility support from a dedicated recruitment teamColleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks.
ABOUT USSince day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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