Growth Marketing Manager - Wealth Management
📋 Role Overview & Responsibilities
COMPANY: Canoe Intelligence
WEBSITE: https://canoeintelligence.com/
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 segmentPartner and collaborate with account executives, client sales, and business development representatives to achieve goals outlinedSupport 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 benefitsFlexible PTO401(k)Flexible work from home policyHome office stipend + wifi reimbursementEmployee Assistance ProgramGym reimbursementEducation assistanceParental LeaveCommuter benefits
Our Values:Client First —> Listen, and deliver client-centric solutionsBe An Owner —> Take initiative, improve situations, drive positive outcomesExcellence —> Always set the highest standard for yourself and othersWin 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.
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