Marketing Manager, Fintech Solutions

Executive Alliance is pleased to represent our client who are a rapidly growing financial indices solutions provider who bring Wall Street and Silicon Valley expertise together to serve their clients. They are headquartered in New York, NY.

This company works with asset managers, banks, and insurance companies to support products like ETFs and structured investments. Their technology platform makes it faster and easier to build tailored investment strategies, allowing clients to design exactly what they need instead of relying on standard, one-size-fits-all solutions. As the firm continues to grow, they are expanding their sales and client-facing teams to support a rapidly increasing global client base.

They are seeking a Marketing Manager to take ownership of marketing efforts and help elevate the firm’s brand, visibility, and growth. This role is ideal for someone who enjoys both strategy and execution, someone who can think creatively about how to position the business while also driving campaigns, content, and initiatives forward in a hands-on way.

This individual will work closely with Sales, Product, and Client Service teams to shape messaging, support business development, and build a more structured and impactful marketing function.

NOTE: This is a hybrid 3/2 role working out of the company's midtown HQ in New York, NY. This is not a remote role.

Responsibilities of the Marketing Manager Role:

Campaigns and Client Engagement

• Build and execute targeted marketing campaigns aligned with sales priorities

• Partner with Sales on pipeline development and outreach

• Track and refine campaigns using Salesforce

• Collaborate with Client Service on segmentation and engagement

Outbound Marketing Execution

• Design and deploy campaigns using Salesforce Marketing Cloud

• Create emails, landing pages, and digital content

• Develop cadence for blogs, white papers, and newsletters

• Maintain and enhance website content as needed

• Manage social media content, primarily LinkedIn

Inbound Marketing and Analytics

• Track performance using Google Analytics, Google Ads, and Search Console

• Optimize paid social and search campaigns

• Improve SEO through keyword research and content updates

• Support email campaign optimization and marketing analytics, including performance tracking and A/B testing where appropriate

• Help drive video strategy for the website and client communications

Brand Management and Content Development

• Collaborate cross-functionally with teams to drive new content

• Maintain brand assets and marketing materials

• Support brand development and positioning

• Design marketing materials and presentations

• Translate technical concepts into clear messaging

Sales Enablement

• Create and update decks, product profiles, and templates

• Partner with sales leadership on content aligned to services and trends

• Identify and research B2B prospects

• Manage and maintain CRM data within Salesforce

Events and External Visibility

• Manage conference and event calendar

• Coordinate sponsorships and speaking opportunities

• Align events with business development priorities

Requirements for the Marketing Manager:

Must-Haves

• 3 to 7 years of B2B marketing experience within fintech or the financial services industry

• Hands-on experience with Salesforce Marketing Cloud (Core automation tool/Account Engagement)

• Strong outbound and inbound marketing experience

• Experience with Figma (or similar) and Canva (or similar)

• Experience using Google Analytics

• Experience managing LinkedIn content

• Experience with WordPress or similar CMS

• Strong content development and messaging skills

• Ability to collaborate cross-functionally

• Strong organizational and multitasking skills

• Self-starter, proactive, and able to operate independently

Nice-to-Haves

• Experience targeting one or more of the following firms in a marketing capacity is a plus:

Asset managers, banks with structured products desks, ETF issuers, family offices, hedge funds, insurance companies, private banks, quantitative investment firms, RIAs/wealth mgmt. firms

• Experience with Salesforce CRM

• Familiarity with Google Ads & Google Search Console

• Working knowledge of SEO best practices

• Experience creating sales enablement materials

• Experience supporting events and sponsorships