Senior Specialist, Wealth Management

• Implement marketing strategy across dedicated markets
• Plan and execute high-profile client experiences, sponsor ships, and strategic philanthropy programs
• Own select regional flagship events from strategy and concept through planning, execution, measurement, and post-event evaluation
• Establish and promote best practices for event strategy, client experience, and program execution
• Manage multiple projects, timelines, stakeholder alignment, logistics, and execution across assigned markets
• Oversee marketing budgets, including forecasting, reconciliation, expense management, and reporting to local leadership
• Partner with Relationship Managers, Market Leaders, and sales teams to develop programs supporting growth, client engagement, and brand awareness
• Use Salesforce and other marketing technologies to measure engagement, track ROI, monitor business results, and identify improvement opportunities
• Develop and execute digital marketing, lead generation, and audience development initiatives
• Create and coordinate market-facing communications, leadership messaging, public relations activities, and promotional content
• Manage relationships with vendors, venues, sponsorship partners, publications, and community organizations
• Collaborate across Wealth Management, product, sales, and marketing teams to gather insights and support broader business objectives

• Ability to travel occasionally (possibly 2 to 3 times a quarter)
• 5-7 years of marketing, event management, business development, or related experience, preferably within financial services or another relationship-driven industry
• Knowledge of marketing principles and client engagement strategies acquired through education and relevant work experience
• Strong project management and organizational skills
• Ability to independently manage multiple high-profile initiatives, competing priorities, and stakeholders
• Demonstrated ability to lead complex events and marketing programs from concept through execution, measurement, and post-event evaluation
• Strong strategic thinking and problem-solving skills
• Excellent written and verbal communication skills
• Ability to create compelling client-facing content and communicate effectively with senior business leaders
• Ability to build relationships and influence partners across sales, relationship management, product, and marketing teams
• Experience using data and analytics to measure marketing effectiveness, evaluate ROI, and inform decision-making
• Proficiency with Microsoft 365 applications, including PowerPoint, Excel, Outlook, and Teams
• Proficiency with Adobe Creative Suite or comparable tools
• Experience with Salesforce, Marketo, event management platforms, or other marketing technology solutions preferred
• A college or university degree and/or equivalent professional experience is preferred
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future

Demonstrates expertise in marketing strategy implementation, event management, and client engagement within financial services. Proficient in project management, data analytics, and creating compelling communications to drive brand awareness and business growth.

• Event Management
• Marketing Strategy Implementation
• Project Management
• Data Analytics
• Client Engagement

• Marketing Principles
• Event Management
• Lead Generation
• Audience Development
• Data Analysis
• ROI Evaluation
• Content Creation
• Strategic Thinking
• Problem-Solving
• Budget Management

• Strong Communication Skills
• Relationship Building
• Influencing Skills
• Organizational Skills
• Independent Management

• Financial Services
• Client Experience
• Philanthropy Programs
• Stakeholder Alignment
• Marketing Technologies

• Salesforce
• Marketo
• Adobe Creative Suite
• Microsoft 365
• Event Management Platforms