Jobs
>
New York City

    Growth Marketing Manager, Wealth Management - New York, United States - Canoe Intelligence

    Default job background
    Description

    Job Description

    Job Description

    COMPANY: Canoe Intelligence

    WEBSITE:

    TITLE: Growth Marketing Manager, Wealth Management

    LOCATION: New York City (hybrid) or Fully Remote in the United States

    SALARY: 115k-130k (Based on NYC, will be adjusted for geo)

    The Role:

    As Growth Marketing Manager with a focus on our Wealth Management segment, your mission is to strategically design and execute advertising campaigns, collaborate with cross-functional teams to drive targeted demand generation, and optimize digital advertising channels, resulting in increased brand visibility, client acquisition, and overall growth for Canoe Intelligence in the competitive alternative investment tech landscape.

    This position will have a direct impact on the growth of our Wealth Management segment and will require close collaboration with respective Account Executives, Client Sales, Business Development Representatives, and other Marketing team members.


    What You'll Do:

    • Responsible for designing, executing and optimizing advertising strategy for the wealth management segment
    • Partner and collaborate with account executives, client sales, and business development representatives to achieve goals outlined
    • Support employee advocacy initiatives on social media

    What We're Looking For:

    • Experience: 5+ years of experience, proven track record of successfully designing and executing demand generation strategies, preferably in the fintech or wealth management industry.
    • Digital Marketing Expertise: Strong understanding of digital marketing channels such as PPC advertising, LinkedIn Ads, social media advertising, and content marketing.
    • Analytical Skills: Proficiency in data analysis and reporting, with the ability to interpret metrics, derive actionable insights, and optimize campaigns accordingly.
    • Collaboration and Communication: Ability to collaborate effectively with cross-functional teams, including business development, partnerships, and creative teams, while demonstrating excellent communication and presentation skills.
    • Results-Oriented: Results-driven mindset with a focus on achieving measurable outcomes, such as lead generation, conversion rates, and ROI.
    • Tech Savviness: Familiarity with marketing automation tools, CRM systems, and analytics platforms to streamline marketing processes and measure campaign performance.
    • Strategic Thinking: Strong strategic mindset to develop and execute effective demand generation strategies aligned with business objectives and target audience segmentation.
    • Adaptability and Creativity: Ability to identify new opportunities and trends, adapt to evolving market trends, think creatively, and experiment with innovative marketing tactics to drive impactful campaigns.
    • Continuous Learning: Demonstrated commitment to staying updated on the latest marketing trends, tools, and best practices through self-learning and professional development activities.

    What You'll Get:

    • Medical, dental, vision benefits
    • Flexible PTO
    • 401(k)
    • Flexible work from home policy
    • Home office stipend + wifi reimbursement
    • Employee Assistance Program
    • Gym reimbursement
    • Education assistance
    • Parental Leave
    • Commuter benefits

    Our Values:

    • Client First —> Listen, and deliver client-centric solutions
    • Be An Owner —> Take initiative, improve situations, drive positive outcomes
    • Excellence —> Always set the highest standard for yourself and others
    • Win Together —> 1 + 1 = 3

    Who We Are:

    Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe's technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe's AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.

    Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.



  • Capco New York, United States

    Als globale Unternehmensberatung mit Fokus auf die Finanzdienstleistungsbranche kombinieren wir bei Capco innovatives Denken mit einzigartigem Know-How. So divers wie unsere Mitarbeiter*, sind auch unsere Lösungen, die wir unseren Kunden anbieten. Bringe Dich ein und setze Deine ...

  • Longwave Financial, LLC

    Wealth Manager

    3 weeks ago


    Longwave Financial, LLC New York, United States

    Longwave Financial, an independent advisory firm, is excited to hire an experienced wealth manager/client relationship manager to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience ...

  • Equitable Advisors

    Wealth Manager

    4 weeks ago


    Equitable Advisors New Jersey, United States

    With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors is see ...

  • JK Executive Strategies, LLC

    Senior Wealth Manager

    3 weeks ago


    JK Executive Strategies, LLC New York, United States

    Senior Wealth Manager · Rochester, NY · JK Executive Strategiesis partnering with a well-respected financial services firm in search of a Senior Wealth Manager to join its team. This position is responsible for servicing an existing book of business by assisting clients in meeti ...


  • Equitable Advisors New York, United States

    Primary Location: UNITED STATES-NYC-Manhattan · Organization: Equitable Advisors · Position: Wealth Management Associate · Description · At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors tha ...


  • Equitable Advisors New York, United States

    At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven individuals have fou ...


  • Entech Network Solutions, LLC. New York, United States

    Get ready to be part of something groundbreaking We're seeking top-tier RIA's to join forces with this innovative Wealth Management company that spent the last 2 years developing software tailored specifically for the wealth management industry. · I know you heard this before, bu ...


  • Siebert Financial New York, United States

    Business Overview: · Siebert Financial Corp. is a well-respected and established provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Siebert has been in business for over 55 years and maintains various off ...


  • Northwestern Mutual New York, United States

    Wealth Management Advisor Track · As business owners, our Representatives at Northwestern Mutual NYC Midtown help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial sol ...


  • Equitable Advisors New York, United States

    Primary Location: UNITED STATES-NYC-Manhattan · Organization: Equitable Advisors · Position: Wealth Management Associate · Description · At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors tha ...


  • Northwestern Mutual New York, United States

    NYC On-site- Please only apply if you live in the tri-state area* · Wealth Management Advisor Track · As business owners, our Representatives at Northwestern Mutual NYC Midtown help their clients live more and worry less through our personalized approach to financial planning. Th ...


  • Bank of America Newark, United States

    Wealth Management Fraud & Claims - Sr. Fraud Analyst page is loaded · Wealth Management Fraud & Claims - Sr. Fraud Analyst · Apply · locations · Newark · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · Job Description:At Bank of America, we ...


  • Prudential Advisors - NYC/NJ New York, United States

    Are you an experienced Financial Advisor seeking an opportunity to serve clients better? At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction. · Has your leadership made the necessary adjustments to help you wi ...


  • Harrison Gray Search & Consulting New York, United States

    Job Description · Job DescriptionHarrison Gray Search has partnered with a growing technology-driven wealth management firm searching for a Principal Wealth Manager. · Our Client: · Our client is transforming advisors into fintech entrepreneurs. They have an emphasis on building ...


  • Valley National Bancorp New York, United States

    Job Overview · The Associate, Wealth Management will be responsible for supporting and cultivating wealth management relationships and portfolios of high-net-worth clients and prospects and assist with the development and growth of business through engaging and utilizing the ful ...


  • Visionary Innovative Technology Solutions LLC New York, United States

    Position: BA with Wealth Management · Location : NYC, NY (Hybrid onsite) · Duration: Full Time · Job Description: · Business Analyst with strong work experience in Wealth management firm focused on Clearing & Settlement processing. · Around 10+ years of experience as Business ana ...


  • JPMorgan Chase Bank, N.A. New York, United States

    The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The comb ...


  • Freelance Recruiters New York, United States

    Job Description · Job DescriptionFreelance Recruiters is partnering with a technology-driven wealth management firm based in New York City to recruit Principal Wealth Managers to join their team. In this high-impact role, you will operate in a very dynamic environment as an activ ...


  • Northwestern Mutual New York, United States

    Northwestern Mutual | Wealth Management Advisor · Through a distinctive, whole-picture planning approach, Northwestern Mutual Wealth Management and Financial Advisors empower their clients to make the most of every single day and plan for important moments in their future. They ...


  • Northwestern Mutual New York, United States

    NYC On-site- Please only apply if you live in the tri-state area* · Wealth Management Advisor Track · As business owners, our Representatives at Northwestern Mutual NYC Midtown help their clients live more and worry less through our personalized approach to financial planning. ...