Investment Services Marketing Manager
First Technology Federal Credit Union
 Hillsboro, OR

Requisition Number: PROGR06063

First Tech is looking for a Marketing Manager to drive new business acquisition and client retention strategies to support the growth of Addison Avenue Investment Services, our investment services program. In this role, you will partner with Investment leadership and our marketing department to develop, design and execute marketing campaigns to drive client engagement and retention in addition to driving new client and asset acquisition. The ideal candidate will have five or more years of marketing experience including social media and copywriting and knowledge of marketing principles.

Here's what you can expect from the job and what you need to be successful:

Job duties:

  • Collaborate with senior leadership and internal Marketing department to develop and execute a new client acquisition marketing strategy in support of the department’s key performance metrics and financial goals
  • Design, implement, and manage marketing campaigns and engagement opportunities based on Financial Advisor and client needs
  • Partners with the department’s Analyst to continually measure, evaluate, and optimize campaigns to drive new client and asset growth and financial performance
  • Proactively develop client engagement tools and resources for client education and appreciation events, and other virtual and in person opportunities
  • Create and maintain a digital presence utilizing a variety of resources from our broker/dealer

Essential skills:

  • Minimum 5 years’ experience in Marketing, including experience in social media marketing and copywriting
  • Prior experience within investment services industry preferred
  • Ability to successfully drive projects, processes and change management concepts in a dynamic and complex operating environment
  • Ability to effectively collaborate with multiple business units, leadership and vendors to achieve organizational goals
  • Ability to design, implement and manage marketing campaigns and engagement opportunities based on individual Advisor and client needs
  • Able to communicate effectively to different audiences including senior leadership, internal teams, and vendor support teams
  • Knowledge of marketing principles, as well as, social media sites, principles, applications and reporting tools
  • Proficiency with InDesign, Jira, Workfront
  • Advanced knowledge of Microsoft Office Suite
  • Minimum Education: Bachelor’s degree in Business Administration, Marketing, Communications or other relevant field of study is preferred

Location: Hillsboro, OR 97124 OR Rocklin, CA 95765 (Many of our teams are currently working from home, but once it is safe to do so, we will be asking our employees to return to their assigned First Tech location)

First Tech is not currently offering Visa sponsorship or transfers