The Nagler Group
Responsibilities:
- Contribute to the creation and implementation of forward-thinking marketing strategies that support business goals and enhance the company’s industry leadership.
- Assist in designing and executing marketing initiatives aimed at increasing awareness and adoption of our services while fostering meaningful connections with clients and prospects.
- Track and analyze key marketing performance indicators to evaluate effectiveness and refine future campaigns.
- Work closely with internal teams and external partners to collect insights on products, distribution channels, and competitors to inform strategies that drive market share growth.
- Stay up to date on industry trends, competitor offerings, and audience engagement patterns to help shape marketing decisions.
- Support the development of targeted marketing outreach, using various channels such as product marketing, thought leadership, digital campaigns, email, social media, events, PR, and paid advertising.
- Assist in managing budgets and internal resources efficiently, focusing on high-impact activities.
- Leverage data-driven insights to refine marketing strategies, report progress, and provide recommendations to internal stakeholders.
- Collaborate with PR and corporate communications teams to ensure consistent messaging across all channels and timely execution of campaigns.
Qualifications:
- Bachelor’s degree required.
- Must have marketing experience within financial services.
- A minimum of 5 years of relevant experience.
- Experience in U.S. wealth management is highly preferred.
- Asset management experience is a plus if wealth management experience is not available.
- Prior experience in intermediary marketing is necessary.
- Well-rounded marketing background preferred, including experience beyond social media—such as events, paid media, public relations, and campaign execution.
- Strong project management skills with the ability to organize, strategize, and align stakeholders to keep projects moving forward efficiently.