Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets.
We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
Zions Bancorporation Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Zions Wealth Management is a strategic focus for Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States.
Essential Functions:
We are seeking a dynamic and experienced Marketing Director - Wealth Management to join our team and drive our marketing strategies to new heights. This is an opportunity to develop and execute targeted strategies to strengthen our leadership in wealth management. This role involves creating personalized campaigns, content strategies, and relationship-building efforts to engage affluent clients and investors.
The ideal candidate will have expertise in high-net-worth customer needs, financial products (investment, trust, estate planning), and regulatory bodies like FINRA. They will collaborate closely with the Director of Enterprise Wealth Management and Executive Director of Enterprise Retail Banking. This role requires a deep understanding of our affluent markets, exceptional leadership skills, and the ability to create innovative marketing campaigns that resonate with high-net-worth individuals.
Strategic Planning: Develop and implement marketing strategies to target affluent clients, including market segmentation, positioning, and messaging.
Campaign Management: Lead the creation and execution of multi-channel marketing campaigns, including digital, print, events, and partnerships.
Client Engagement: Design and implement client engagement programs to enhance client relationships and loyalty.
Market Research: Conduct market research to identify trends, opportunities, and competitive landscape within the affluent market.
Brand Management: Ensure consistent brand messaging and positioning across all marketing channels.
Collaboration: Work closely with sales, product development, and other internal teams to align marketing strategies with business objectives.
Budget Management: Manage the marketing budget, ensuring efficient allocation of resources and ROI tracking.
Performance Analysis: Monitor and analyze the performance of marketing campaigns, providing insights and recommendations for improvement.
Leadership : Lead and mentor a team of marketing professionals, fostering a culture of creativity and excellence.
Qualifications:
Education: Bachelor's degree in Marketing, Business Administration, or a related field. MBA or advanced degree preferred. A minimum of 7-10 years of experience in marketing, with a focus on wealth management clients.
Strong understanding of the affluent market and wealth management industry with a proven track record of developing and executing successful marketing strategies.
Excellent leadership and team management skills.
Exceptional communication and interpersonal skills.
Proficiency in digital marketing, social media, and CRM tools. Technical skills and capability to identify, access and exfiltrate significant amounts of data, including the ability to circumvent existing controls (such as email gateway and web proxy protective controls).
Analytical mindset with the ability to interpret data and make data-driven decisions.
Creative thinker with the ability to innovate and drive marketing initiatives.
This position will sit in San Francisco, CA. This is an in-office position with some travel required across our footprint. This not a hybrid role.
Salary Range: $180,000 - $225,000 based on state and years of experience in marketing, with a focus on wealth management clients.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
Req ID: 069510
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
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