Wealth Access is changing how financial institutions interact with their customers by delivering data insights that power hyper-personalized digital banking and wealth management experiences.

Our enterprise customer data unification platform integrates with existing systems to generate insightful analytics that provide a unified financial picture all in one place, enabling better business decisions and exceptional client experiences.

Our data unification SaaS platform is designed for financial institutions, allowing them to help their clients via a customer portal backed by all their financial data all shown in a single place. We are looking for someone who loves helping us make the financial world clearer for everyone.

As a Senior Marketing Manager, your role will be to develop marketing strategies and will
focus on building and delivering digital marketing campaigns. The position tracks and reports the level
of success to senior leadership.

Essential Duties and Responsibilities:

• Monitor all marketing initiatives to ensure on-time delivery
• Build and manage digital advertising campaigns
• Coordinate with our key partners and external resources in PR and marketing
• Develop and track the success of campaigns to influence ongoing marketing strategy
• Deliver and track the success of targeted email campaigns
• Manage vendor relationship with external PR firm and marketing agency
• Write and schedule social media content across multiple channels, including LinkedIn and Twitter
• Collaborate with Partners go-to-market teams on joint marketing and sales activities to drive
• sustainable joint revenue growth
• Assist with writing campaigns, blogs, case studies, etc. as needed
• Work in a team environment and work closely with the product, implementation, and client success
• team to communicate necessary information for new marketing content
• Represent Wealth Access in front of clients/prospects and at market events
• Communicate to company leadership on marketing pipeline and marketing qualified leads

Skills:

• Ability to self-start and work independently to set goals and deliver results.
• Ability to establish relationships with all levels within companies.
• Ability to be client-centric
• Skilled at developing and contributing to cross-functional teams.
• Detail-oriented with excellent execution in structured and unstructured settings
• Goal-oriented (individual and team)
• Excellent customer service skills
• Strong ability to communicate both in writing and verbally
• Skilled at developing and delivering presentations, adjusting messaging for the audience

Education and/or Experience:

• BA/ BS in business, marketing, communication, or related field 5 years of experience in communication and marketing with a focus on digital marketing
• Experience in the FinTech industry
• 5-8 years successfully managing the marketing function in a high-growth environment
• Experience in managing a marketing budget and involvement of marketing strategy creation

Physical Demands and Work Environment:

• Work is performed in an office setting.
• Must have the ability to travel overnight.
• Regularly use hands to type, handle, or feel.
• Required to use close vision, distance vision, color vision, peripheral vision, depth perception and
• have the ability to focus.
• Must have clear, easy-to-understand oral communication ability.
• Ability to sit for prolonged periods.

About Wealth Access

Wealth Access is a fast-growing enterprise customer data insights platform. We work with financial services existing books and records to unify and enrich data so we can generate deep insights and power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each clients complete financial story and work across business lines to improve customer loyalty and drive higher revenue.

As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the companys platform, including several of the largest RIAs and banks in America.

Powered by JazzHR