Senior Manager, Digital And Investment Programs
Current- Create and facilitate clients’ and prospects’ digital sales and service experiences by leveraging technology and data, while managing relationships with internal stakeholders, as well as external vendors and partners.- Plan, manage and execute digital business development strategies across multiple investment advisory channels through email campaigns, website content, digital advertisement, podcasts and webcasts. - Primary liaison with marketing team for creation of effective campaign content and development of impactful multi-audience product marketing collateral. - Power user, administrator and team lead on Salesforce (Pardot) to ensure proper tracking, audience building and segmentation, with the ultimate goal of refining the digital sales pipeline into actionable leads for sales team.- Work closely with VPs of Distribution and Sales Analytics to measure effectiveness of digital efforts in a data-driven framework, with an agile approach to changing market conditions, client needs and digital trends
