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The Marketing Manager is responsible for the planning, delegation, and implementation of all marketing activities for the firm. This position manages the firm’s brand presence in the community, leading the planning and execution of the firm’s marketing campaigns, events and social media content. This position is responsible for coordinating with department heads the development of a comprehensive database of internal and external content; creates and administers standard marketing content that elevates and unifies the Insigneo brand. It will be responsible for managing the marketing budget and leading a team of marketing professionals to achieve the firm’s established marketing goals.

Job Responsibilities/Main Functions

  • Develop and execute a comprehensive marketing strategy to drive brand awareness, customer acquisition and revenue growth.
  • Lead and mentor a team of marketing professionals, providing guidance, feedback, and support to help them achieve their goals and objectives.
  • Collaborate with cross-functional teams, including sales, product development, investment strategy and client relationship management, to ensure alignment and consistency across all marketing initiatives.
  • Ensure alignment of marketing strategies with overall business goals.
  • Lead the development and implementation of marketing campaigns across multiple channels.
  • Responsible for coordinating the design team efforts to create engaging and compelling marketing materials.
  • Plan, coordinate, and execute marketing events, trade shows, and sponsorships, managing logistics, including venue selection, vendor coordination, and promotional materials.
  • Manage and grow the firm’s digital presence, including website, intranet site, team websites and social media; ensuring content is up to date.
  • Track and analyze marketing metrics and KPIs to evaluate campaign performance, identify areas of improvement, and make data driven recommendations.
  • Manage Insigneo’ s website traffic through Search Engine Optimization (SEO).
  • Monitor social media channels for industry trends and engagement opportunities.
  • Manage the creation of marketing collateral, including internal and external communications, social media posts, client presentations, recruitment brochures, promotional items and more.
  • Stay informed about industry developments and emerging marketing technologies.
  • Manage marketing budget and allocate resources effectively to ensure optimal performance.
  • Ensure firm’s adherence to compliance regulations.

Job Requirements (Education, Experience, Knowledge, Capabilities, and Skills)

  • Bachelor’s degree in marketing, communications, business, or a related field. Advance degree a plus.
  • Minimum of five years in marketing, with at least 2 years in a managerial or leadership role. Experience in the financial service industry preferred.
  • Proven track record of developing and executing successful marketing strategies that drive measurable results.
  • Strong leadership and team management skills, with the ability to motivate and inspire team members to achieve their fullest potential.
  • Strong written and verbal communication skills.
  • Strategic thinker with strong analytical skills and the ability to translate data and insights into actionable plans.
  • Proficiency in Microsoft Office Suite, Adobe Creative Suite, and marketing software/tools.
  • Proficient with social media platforms and digital marketing trends.
  • Exceptional organizational and multitasking abilities.
  • Creative mindset with an eye for design and aesthetics.
  • Ability to work effectively in a fast-paced, collaborative environment.
  • Strong organizational and project management skills.
  • CRM database.
  • Bilingual in English and Spanish.

Insigneo

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