Advisory Services Marketing and Client Experience Manager Vice President

Profile

u003cpu003eFirm Overviewu003c/pu003enu003cpu003eMesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets u0026amp; Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities, and our culture. Mesirow was also recently named one of the Best Places to Work by u003cemu003eCrainu0026rsquo;s Chicago Businessu003c/emu003e and one of the Top 100 RIA Firms byu0026nbsp;u003cemu003eBarronu0026rsquo;su003c/emu003e.u003c/pu003enu003cpu003eu003cstrongu003eMesirow Integrated Marketing and Communicationsu003c/strongu003e (IMC) oversees the Mesirow brand, creating a unified, seamless experience for all key stakeholders, from clients and prospects to the media and the people of Mesirow. The team integrates marketing activity across mixes of tactics, channels, and media environments, ensuring consistent, client-centric messaging and shaping go-to-market strategy for our core businesses in Global Investment Management, Capital Markets u0026amp; Investment Banking, and Advisory Services.u003c/pu003enu003cpu003eRole overviewu003c/pu003enu003cpu003eThe individual in this role will partner with Advisory Services business linesu0026ndash; Retirement Advisory Services, Fiduciary Solutions, and Wealth Management -- to develop and implement digital and traditional marketing strategies and initiatives that position the firmu0026rsquo;s brand, capabilities, and products / services and support the acquisition, development and retention of high-value client relationships.u003c/pu003enu003cpu003eThe individual in this role will partner closely with the business line leaders and their teams, Marketing colleagues, Information Technology and Compliance. The role is based in Mesirowu0026rsquo;s Chicago headquarters, with some flexibility to work in the Highland Park office as needed.u003c/pu003enu003cpu003eResponsibilitiesu003c/pu003enu003culu003enu003cliu003eu003cstrongu003eBusiness line execution of marketing strategyu003c/strongu003e: Partner with business leaders, their teams, and CMO to help develop and implement go-to-market plans that support revenue generation, communicate vision and plans for growth and promote a unified brand. Focus on client experience with a u0026ldquo;digital firstu0026rdquo; perspective, incorporating data-driven insights, marketing technology and tools inclusive of:u003c/liu003enu003culu003enu003cliu003eEmail campaignsu003c/liu003enu003cliu003eDigital ad campaignsu003c/liu003enu003cliu003eSocial mediau003c/liu003enu003cliu003eConference and eventsu003c/liu003enu003cliu003eDirect mailu003c/liu003enu003cliu003eSponsorshipsu003c/liu003enu003cliu003eCollateralu003cbr /u003eu003cbr /u003eu003c/liu003enu003c/ulu003enu003cliu003eu003cstrongu003eThought Leadership: u003c/strongu003eIn collaboration with business line SMEs and Marketing Investment Communications Manager, develop thought leadership on strategic, secular themes that align with divisional capabilities, provide enhanced value to clients and can be disseminated across media channels (print, web, email, social media). Identify relevance of Advisory thought leadership to the broader Mesirow audience across teams including Global Investment Management and Investment Banking and coordinate with Marketing leaders to leverage strategically as relevant.u003c/liu003enu003c/ulu003enu003cpu003eu0026nbsp;u003c/pu003enu003culu003enu003cliu003eu003cstrongu003eLead Generation:u003c/strongu003e In collaboration with business lines, develop and implement innovative digital ad and email campaigns to drive lead generation for the businesses. Partner with sales to u0026ldquo;followu0026rdquo; each lead through the entire sales cycle, and track campaign revenue ROI.u003cbr /u003eu003cbr /u003eu003c/liu003enu003cliu003eu003cstrongu003ePipeline Development and Management Support |u003c/strongu003e u003cstrongu003eNew Business Generation Support: u003c/strongu003eMaintain an in-depth understanding of enterprise marketing technology platforms including Pardot, Salesforce, Hearsay, RFPIO and Red Oak and the value of efficient, automated workflow and centralized client and prospect databases. Help integrate database administration with Marketing strategies by serving as a liaison between the Advisory businesses, Marketing and IT. Collaborate with business leaders to proactively identify targeted opportunities for prospect and client relationship development.u003c/liu003enu003c/ulu003enu003culu003enu003cliu003eu003cstrongu003eRFPs / DDQs / Client Questionnaires: u003c/strongu003ePartner with subject matter experts across Advisory business lines and with Marketing Operations RFPIO u0026ldquo;quarterbacku0026rdquo; to ensure world-class business development responses. Participate as senior resource as needed.u003c/liu003enu003cliu003eu003cstrongu003eDatabase Administration:u003c/strongu003eu0026nbsp;Maintain an in-depth understanding of Salesforce (the centralized client and prospect database) and Pardot. Help integrate database administration with Marketing strategies by serving as a liaison between the businesses. Work within Salesforce to ensure contacts are consistently and accurately qualified for targeted marketing purposes. Maintain RFPIO database and tags for RFPs. u003cbr /u003eu003cbr /u003eu003c/liu003enu003cliu003eu003cstrongu003eInnovation and Best Practice Sharing: u003c/strongu003eCollaborate with Capital Markets, Investment Banking and Global Investment Management Marketing colleagues to share synergistic content, best practices and marketing and communications initiatives as appropriate in order to promote a unified brand.u003c/liu003enu003c/ulu003enu003cpu003eRequirementsu003c/pu003enu003culu003enu003cliu003eFour-year degree, preferable focus in marketing/communicationsu003c/liu003enu003cliu003e5-7 yearsu0026rsquo; experience in B:B and B:C marketing strategy and executionu003c/liu003enu003cliu003eHigh degree of financial / investment management acumen; familiarity with general portfolio management practices, philosophies and processesu003c/liu003enu003cliu003eExperience with Content Management Systems (CMS), Client Relationship Management Systems (Salesforce preferred), Marketing Automation (Pardot preferred), Social Media Listening u0026amp; Archiving (i.e. Hearsay, Hootsuite) and Google analyticsu003c/liu003enu003cliu003eClient-focused, solutions-oriented, team-oriented, driven, self-motivatedu003c/liu003enu003cliu003eEffectively communicate, internally and externally. Strong written and verbal skillsu003c/liu003enu003cliu003eAble to work within the construct of a well-defined master brand / understand brand valueu003c/liu003enu003cliu003eStrong sense of accountabilityu003c/liu003enu003cliu003eQuality in everything/strong attention to detailu003c/liu003enu003cliu003eDependable, positive attitude, innovative, collegial, and collaborativeu003c/liu003enu003c/ulu003enu003cpu003eEOEu003c/pu003e,EqualOpportunityEmployerDescription:null,PayTransparencyPolicyStatement:null,MatchScore:1.0,HasApplied:false,ApplicationJobBoardName:null,ApplicationJobBoardId:null,DateApplied:null,Salaried:true,CompensationAmount:null,PublishingStatus:1,Links:[],BehaviorCriteria:[],MotivationCriteria:[],EducationCriteria:[],LicenseAndCertificationCriteria:[],SkillCriteria:[],WorkExperienceCriteria:[],JobBoardMemberships:[{JobBoardId:69451223-cdce-4faf-9407-23a2cd5ac83b,PublishedInternal:true,PublishedExternal:true,ExternalPostedDate:2022-05-09T13:45:30.074Z,InternalPostedDate:2022-05-09T13:45:30.074Z}],AssessmentUri:null,AssessmentStatus:null,OpportunityIsClosed:false,TravelRequired:null,TravelDescription:null,SupervisorName:null,Assessments:[],ApplicationId:null,CompensationAnnualMinimum:null,CompensationAnnualMaximum:null,CompensationHourlyMinimum:null,CompensationHourlyMaximum:null,CompensationCurrency:null});

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