Director, Portfolio Marketing

Location

Location:

Canton MA or Toronto Canada (Hybrid)

In this position, you’ll be based in the Canton MA or Toronto Canada office for a minimum of three days a week, with the flexibility to work from home for some of your working week. In Toronto, the standard work week is 37.5 hours, typically Monday to Friday between 9:00 am to 5:00 pm. In this role additional hours may be required to fulfil leadership responsibilities.

Find out more about our flexible work culture at

Responsibilities of the Director, Portfolio Marketing role include building the marketing strategy and execution plans for these solutions/segments, aligned with business stakeholder objectives, developing strong value propositions, messaging and marketing programs based on a solid understanding of the solutions portfolio and target audience segment needs. The marketing mix will include the creation of sales enablement tools (collateral, videos, communications, and other), developing impactful content and topic ideas to fuel thought leadership and touch points, and building integrated cross-channel marketing campaigns (digital, social, search, events, PR) – working in close coordination to direct and influence marketing centers of excellence including content, delivery and campaign marketing teams.

In addition, the Marketing Director will evaluate event and speaking opportunities to showcase our subject matter experts, launch and promote new solutions, and drive awareness and engagement and oversee the planning and execution of events in conjunction with our Global Events team. He/she will manage all Marketing execution and budget to deliver best-in-class marketing practices and demonstrate return on investment.

The Marketing Director will function as the primary point of contact for key business stakeholders as a conduit to the marketing organization, synthesizing and translating business objectives into a relevant and balanced marketing mix. The role requires a deep understanding of the relevant target audiences, personas, segments/sub-segments, the buyer journey, and the competitive and industry landscape, and financial services solutions in order to create impactful B2B marketing programs that drive business results.

Some of your key responsibilities will include:

• Develop marketing strategy and plans for business solution/segment (existing, new, emerging) that generate awareness, engagement, business growth, retention
• Translate business strategies and priorities into marketing plans and execution
• Lead the development of go-to-market programs for a range of Transfer Agency segments/solutions/adjacent and new innovation (e.g., existing and new solutions and capabilities); develop collateral, sales enablement, content/thought leadership, and integrated cross-channel promotional campaigns
• Research, develop and deploy buyer personas using a deep understanding of target buyer needs, the buying decision process, scenarios, and variations
• Develop compelling, segmented differentiated value propositions and messaging frameworks targeted at buyers to be activated into content, campaigns, and touch points
• Inform content strategy and develop collateral, touch points, sales enablement, thought leadership, use cases/case studies, explainer videos, testimonials and overall content strategy (with content team) to accelerate sales cycle and advance buyer journey
• Evaluate, plan and execution (with events team) relevant industry forums and events, sponsor ships and webinars, industry partnerships, and manage participation, while continually work to measure and evaluate ROI
• Develop sales enablement plans to drive engagement with and adoption of business /segment offerings; innovative sales tools and best practices, selling system
• Evaluate opportunities to optimize marketing mix across channels (with integrated marketing team) and create relevant collateral and touch points to drive integrated campaigns across channels
• Support delivery of various sales enablement content assets to align with buyer journey and to support the RFP /Pursuits process
• In close coordination with product marketing and management…