Senior Manager, Product Marketing - CU Wealth
Aviso Wealth, Canada
Job Description
Aviso Wealth:
At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.
The Opportunity:
We’re looking for a Senior Manager, Product Marketing to join our Marketing team.
Reporting to the Director, Product Marketing, the Senior Manager, Product Marketing will support the development of Wealth Management growth and engagement initiatives and marketing strategies and lead the execution of the go-to-market plan, coordinating with various internal stakeholders and vendors to increase the wealth penetration within the Credit Union distribution channel.
If you have extensive marketing campaign management experience, you’re obsessive about performance and can demonstrate your strong understanding of B2B and B2B2C marketing with a digital mindset, keep reading.
The ideal candidate brings three core competencies to the team: a self-starter with a strong bias for action and a can-do attitude; a growth mindset, always strives for continuous improvement, and excited by performance optimization; someone who enjoys operating in the weeds with a get-it-done-right attitude.
Our dream candidate is driven, collaborative, and has a proven track record of building and deploying cohesive end to end multi-channel marketing programs and sales enablement tools successfully. You have a growth mindset, always strives for continuous improvement, and are excited by performance optimization.
Who you are:
- Service You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- Execution You are committed to achieving your goals and to succeed. This includes focusing on getting things done, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- Collaboration You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
What your day looks like:
You are passionate about being the voice of the Credit Union Partners and Members; and understand the importance of being an advocate for them. As a data-driven, business-minded marketing expert, you will leverage data and listen to our Credit Union Partners to uncover meaningful insights to build strong go-to-market B2B2C programs.
- Create and execute marketing programs to drive growth and engagement in a cohesive manner using data-driven approaches involving testing and ongoing optimization
- Conceive and implement integrated marketing programs for Credit Union Partners and their Members to drive KPIs such as asset growth, retention rates, advisor and customer satisfaction
- Lead marketing campaign analytics, constantly looking for opportunities to optimize current programs and enhance future programs
- Lead cross-functional teams to plan, execute and measure marketing programs per defined KPIs; work effectively with internal stakeholders from Business, Analytics, Service Centre, IT, Compliance, Legal and Sales
- Use Advisor and Member journeys, segmentation, and insights to develop tailored marketing programs that drive greater engagement
- Create compelling and strategic presentations to obtain buy-in and alignment from executive team and key stakeholders
- Be a champion and advocate of the Aviso Wealth Management brand, ensuring adherence to brand standards in all marketing materials
- Work closely with the Email Specialist, Content Leads, Business and Analytics to create a well-oiled machine that is constantly experimenting, A/B-testing, and optimizing the marketing funnel
- Extensive knowledge and experience marketing to Canada’s independent, third-party financial advisors
- Strong understanding of Canada’s regulatory environment, specif