Senior Marketing Manager - Wealth Management

EisnerAmper
Iselin, NJ Full Time
POSTED ON 3/15/2024
Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmper's Wealth Management firm, Prosperity, is hiring a Senior Marketing Manager to join our growing team. This dynamic marketer will be responsible for understanding the needs of our growing wealth management business while developing and implementing potent strategies to elevate the Prosperity brand while fostering strategic partnerships for the organization.

What it Means to Work for EisnerAmper:

  • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry.

  • You will have the flexibility to manage your days in support of our commitment to work/life balance.

  • You will join a culture that has received multiple top "Places to Work" awards

    • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions

    • We understand that embracing our differences is what unites us as a team and strengthens our foundation

    • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

    • Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts

What Work You Will be Responsible For:

  • Uphold the Prosperity brand and act as a strategic advocate of brand goals and initiatives within Prosperity and EisnerAmper.

  • Develop and implement marketing project plans to ensure timely delivery of initiatives and objectives.

  • Collaborate with and lead cross-functional teams to develop and execute integrated marketing strategies.

  • Work closely with the web and writing team to launch a new website for Prosperity.

  • Partner closely with leadership and key stakeholders, ensuring buy-in by effectively communicating marketing strategies and demonstrating their alignment with organizational goals.

  • Maintain client presentation materials and marketing collateral, ensuring consistency in organizational voice, aesthetics, and brand standards across multiple channels.

  • Work closely with compliance officer, ensuring compliance standards are met with all marketing initiatives.

  • Proactively identify and leverage strategic opportunities for Prosperity within the EisnerAmper organization.

  • Stay informed on best practices and emerging marketing trends, ensuring Prosperity remains competitive and innovative in its marketing approach.

  • Lead the Prosperity marketing committee, fostering a culture of involvement and continuous improvement.

  • Work closely with Wealth Management leadership to promote growth initiatives across the practice.

Basic Qualifications:

  • Seven years or more of experience working in professional services marketing.

  • Experience working with RIAs or within financial services.

  • Familiarity with regulatory compliance within the financial services industry.

  • Bachelor's degree in marketing, business administration, communications, or a relevant field.

  • Knowledge of HubSpot, Redtail, NetSuite, or other CRM and CMS platforms.

  • Able to work in a dynamic and continuously changing environment.

  • Excellent interpersonal, written, and verbal communication skills.

  • Able to work independently and within a team structure.

  • Be a driven self-starter, able to manage multiple projects and deadlines simultaneously.

Preferred/Desired Qualifications:

  • Experience working in a wealth management firm that is affiliated with a CPA firm.

  • Experience working in a large, national firm with team members across multiple locations.

We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.

About our Marketing Team:

The EisnerAmper Marketing Team "connects the dots" between the firm's people, services, and clients. It's by building awareness of our 40 go-to-market groups, while acting as tenacious advocates for the brand, that we can link clients and staff from across the globe with the right solutions EisnerAmper has for their businesses.

Based on senior management's deep-rooted, long-held understanding and belief in marketing, our department's culture may not be what you'd expect from an accounting firm. By serving as important and valued collaborators, not just overhead, we are integral parts of the team and respected leaders. We're a team of doers-seeing our ideas through with relentless execution. By moving fast and changing direction when we need to, EisnerAmper marketers turn disruption into a competitive advantage.

A truly close-knit team of self-starters, EisnerAmper marketers make a lasting impact on the service lines, industry niches, and geographic locations they serve and support, through many of the functions and initiatives modern-day marketers employ. We leverage digital marketing, events, partnership programs, social media, advertising, CRM, and traditional relationship-building to crush our goals. So, whether we're testing a new idea or reimagining an existing strategy, we're not afraid to try new things, see what works, and look for growth.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees including 400 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application please email:

Preferred Location:
Iselin
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.

 

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