MARKETING COORDINATOR SENIOR
WHAT IS THE OPPORTUNITY?
This position is responsible for creating, developing, and producing marketing collaterals and research material to support the marketing strategies and sales promotion objectives of City National Rochdale, the Wealth Management division of City National Bank. Partners with Rochdale management, sales, and research teams, and collaborates with marketing team in preparing and producing informational materials (e.g., brochures, newsletters, statement inserts, etc.), and presentations incorporating brand concepts and program designs in the execution of all marketing collaterals.
WHAT WILL YOU DO?
Prepare the content and/or edits contributor content for firm publications.
Edit and write investment insights.
Update and edit proposals and presentations using marketing resource materials.
Work cross-functionally to create customized presentations for specific meetings and events within City National Rochdale and City National Bank
Lead promotion and support of new and existing products, change to offerings.
Develop targeted marketing campaigns for acquisition and engagement.
Analyze marketing data (campaign results, conversion rates, etc.) to help shape future marketing strategies
Interface with sales professionals, marketing assistants, and other departments regarding campaign development and marketing communication requirements.
Create, develop, and produce new marketing materials for new products/strategies, including slides, FAQs, strategy-sheets, terms sheets, etc. to support the marketing and sales objectives across divisions (communicate with colleagues across departments on presentations, marketing content, and events)
Work with the outside fund administrator to coordinate marketing support of fund family.
Translate performance and other technical data into reader-friendly graphs and/or charts.
Lead the planning and execution of events, including conferences, seminars, and sessions.
Design and create a wide variety of customized, professional-quality marketing materials.
Plan and execute initiatives to reach the target audience through appropriate channels (social media, video, email marketing, advertising, etc.)
Conduct market research and to identify new opportunities and trends
Conduct analysis on competitor offerings and service models.
Work with compliance team to finalize and ensure marketing materials, proposals, and communications meet all regulatory requirements.
Complete all special projects as requested.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
H.S. Diploma
5 years marketing experience
3 years Microsoft Office experience, proficiency in building PowerPoint presentations and formatting Excel charts
Additional Qualifications
Bachelor's Degree preferred
Experience in wealth management or financial services preferred
Thorough understanding of economics, financial, or investment concepts and terms a plus
In depth knowledge of Investment products, services, marketing strategies, standards and practices a plus
Strong interpersonal skills, can network and build key relationships
Strong communications skills
Ability to multi-task time-sensitive projects
Knowledge of Photoshop, Illustrator, InDesign, a plus but not required
Able to work independently with little supervision, juggle multiple time-sensitive projects, and execute cross-functional projects end-to-end
Strong writing and excellent communication skills including a strong command of grammar and proofreading
Ability to conduct financial analysis and/or demonstrate sophisticated financial concepts visually
Knowledge of Adobe Experience Manager, Pardot (or other email deployment system), a strong plus.
Experience producing webinars for prospects and clients and familiarity with On24 (or similar platform) for hosting a strong plus.
Campaign/program performance analysis experience a strong plus.
WHAT'S IN IT FOR YOU?
CompensationStarting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our https://careers.cnb.com/benefits.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at https://www.cnb.com/about-us.html.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
LI-DN1
CA-DN1
