MRA-THE MANAGEMENT ASSN INC logo

Marketing Manager

MRA-THE MANAGEMENT ASSN INC

WAUKESHA, WIJobSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
WAUKESHA, WI
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Associate's degree

Job overview

The Marketing Manager supports marketing and client engagement efforts to enhance brand visibility, strengthen client relationships, and support financial advisors. The role covers digital marketing, content and campaigns, market research, and event coordination. It requires an associate’s degree in a related field and 2–3 years of marketing experience; a bachelor’s degree and several specialized capabilities are preferred or considered a plus.

Skills & qualifications

RequiredNice to have

Skills

Photography and VideoVideo EditingWebsite Content ManagementSocial Media MarketingEmail MarketingMarketing WritingCampaign ManagementMarket ResearchEvent PlanningFinancial CommunicationOrganizational SkillsProject ManagementMicrosoft OfficeCanvaAdobe Creative CloudCRM SystemsDigital Marketing ToolsCollaborationAttention to DetailFinancial Services MarketingRegulatory ComplianceBudget ManagementContract NegotiationVendor Management

Qualifications

Associate's in Marketing or RelatedBachelor's Degree2+ Years Marketing Experience2 Years Financial Services Experience

Full job description

JOB REQUIREMENTS: The Marketing Manager supports the firm's marketing and client engagement efforts, helping to enhance brand visibility, strengthen client relationships, and support financial advisors through effective communication and strategic marketing initiatives. Responsibilities: Digital Marketing Management Create photography and video, including operating equipment, editing, and directing subjects. Update website content, advisor bios, and blog posts. Support social media scheduling, posting, and engagement monitoring across approved platforms. Perform email marketing tasks, including segmentation of client lists and reviewing emails for compliance.Content & Campaign Support Draft and edit marketing materials such as newsletters, market updates, email communications, and blog posts, ensuring content aligns with compliance standards and firm branding. Preparing client-facing presentations and investment commentary summaries. Executes marketing campaigns focused on client education, brand awareness, and lead generation. Monitor and report on campaign effectiveness, including metrics related to client engagement and prospect activity.Market & Industry Research Conduct research on market trends, industry developments, and competitor activity within the wealth management sector. Compile insights into clear summaries to support internal strategy and firm communication initiatives. Create annual marketing recommendations based on market research and IAG's direction.Event Planning Coordination Schedule annual calendar of events. Work with venues, caterers, speakers, entertainment, and other vendors to provide all services needed for events. Communicate important event information staff and clients through email, website, social media, and promotional items. Required Skills & Qualifications: Associate's degree in marketing, Communications, Business, Finance, or related field required, bachelor's degree preferred, plus 2-3 years of experience in a marketing role. Strong written and verbal communication skills, with the ability to translate financial topics into clear client-friendly language. Excellent organizational skills and ability to manage multiple projects simultaneously. Proficiency with Microsoft Office (Word, Excel, PowerPoint), design tools such as Canva or Adobe Creative Cloud products preferred. Familiarity with CRM systems and digital marketing tools is a plus. Ability to work collaboratively while maintaining attention to detail. 2 years of experience working in financial services or a regulated industry preferred. Knowledge of FINRA/SEC compliance considerations for marketing materials preferred. Experience managing a budget, negotiating contracts, working with outside vendors preferred.For over 40 years, IAG team members have provided the highest level of service. We are dedicated to continuing our mission to help our... For full info follow application link. MRA is an Equal Opportunity/Affirmative Action Employer ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/7B13596A7E7D476F

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