Marketing Analyst jobs at Fisher Investments - 505 jobs
Digital Marketing Analyst
Fisher Investments 3.9
Marketing analyst job at Fisher Investments
As a Digital MarketingAnalyst at Fisher Investments, you're at the forefront of our global expansion creating digital media campaigns that directly impact our growth. As an important player on our Global Digital Media Team, you'll use your expertise in paid social, display and native advertising to produce high-quality leads for our global Salesforce.
As an analyst, reporting to the Digital Media Team Lead, you'll be data-driven, analyzing and optimizing campaigns and help uncover new strategic opportunities to reach our target audience and exceed campaign goals.
The Day-to-Day:
* Fuel global lead generation by managing and optimizing digital media campaigns within digital ad platforms such as Google, Facebook, LinkedIn and more.
* Leverage first and third-party data to Identify and reach our target audiences.
* Analyze campaign performance, identify trends and implement data-backed strategies to maximize ROAS.
* Communicate campaign performance to leadership and team members.
* Collaborate and innovate with the Strategy and Planning Team and our in-house creative agency to develop compelling ads and messaging.
* Continuously research industry trends and identify testing opportunities to lead campaign performance.
* Identify creative solutions at scale to meet our client acquisition needs.
* Collaborate with vendor partners and use their expertise to maximize campaign performance.
Your Qualifications:
* 3+ years digital marketing experience as a digital media buyer/planner, campaign analyst or account manager (other online advertising background).
* Experience working in digital ad platforms like Google Ads and LinkedIn Campaign Manager.
* Experience in Excel, including the ability to use formulas and pivot tables.
* Experience using web analytics tools and optimizing campaigns based on performance (Google Analytics, Power BI).
Compensation:
* $85,000 - $115,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
* Eligible for a discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
* 100% paid medical, dental and vision premiums for you and your qualifying dependents
* A 50% 401(k) match, up to the IRS maximum
* 20 days of PTO, plus 10 paid holidays
* Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
* This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
$85k-115k yearly Auto-Apply 14d ago
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Research Analyst
Goldman Sachs Bank AG 4.8
San Francisco, CA jobs
Title: Associate - Equity Research, TMT-Media
Division: Global Investment Research
Job Function: Research Analyst
Salary Range: USD 150,000 - 225,000
From macroeconomic forecasts to individual stock analysis, our team develops tools and insights to help shape investment strategies for clients and the firm. Our analysts work on client-focused research in the equity, fixed‑income, currency, and commodities markets, mining big data that enters markets around the world each day to identify game‑changing insights. You'll be part of a team that is intellectually curious, creative, analytical, and passionate about performing market research.
Job Summary and Responsibilities
Build strong industry knowledge of the Media, Cable, and Telecom sectors
Contribute to the generation and execution of investment ideas
Write reports/notes on companies under coverage
Communicate with the equities sales force and traders, clients and company managements
Interpret data and perform analysis on market, economic and technology trends
Qualifications
Bachelor's Degree in Finance, Economics, Accounting, or similar
3+ years experience in Sell Side or Buy side research
Experience covering technology sector-preferably Media
Strong financial modeling and analysis experience
Working knowledge of accounting, finance, and valuation
Ability to work in a fast‑paced, high‑energy environment
Comfortable taking initiative and being resourceful/entrepreneurial
Ability to multi‑task and work with numerous teams
About Goldman Sachs
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Salary Range
The expected base salary for this San Francisco, California, United States-based position is $150,000-$225,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance.
Vacation & Time Off
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).
Child Care & Family Care
We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Read more about the full suite of class‑leading benefits our firm has to offer.
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$150k-225k yearly 1d ago
Senior Analyst, Equity Research - Cryptocurrency & Blockchain
Wedbush Securities 4.9
San Francisco, CA jobs
San Francisco, CA
Los Angeles, CA
Chicago, IL
Miami, FL
Charlotte, NC
Washington, DC
Nashville, TN
Austin, TX
Dallas, TX
Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.
Our award-winning Equity Research team is recognized as one of the nation\'s most respected providers of equity research, delivering in-depth, differentiated coverage across high information flows sectors. We are seeking an accomplished Senior Equity Research Analyst to build and lead our Cryptocurrency & Blockchain sector franchise. This is a unique opportunity to establish authoritative coverage in one of the market\'s most transformative and rapidly evolving sectors.
The Opportunity
This is a rare, career-defining opportunity to become a leading institutional voice in digital asset equity research. You will have the independence to define coverage of an emerging sector, the resources to build a premier team, and direct access to institutional clients hungry for rigorous, differentiated analysis in Cryptocurrency and Blockchain. If you have been seeking a platform that rewards original thinking in digital assets and provides the credibility to compete at the highest level, this is it.
We are looking for an analyst ready to establish the gold standard for institutional digital asset research; someone whose work will shape how sophisticated investors understand and allocate capital to this transformative sector.
Why This Role Is Unique
Pioneer Positioning in Institutional Crypto Research Digital assets are transitioning from speculative fringe to institutional asset class. This role offers the rare opportunity to establish authoritative, sell-side research coverage as the sector matures; positioning yourself as the expert institutional investors turn to first.
Platform Advantages
Credibility of an award-winning research platform combined with flexibility to build crypto coverage your way
Resources and infrastructure that mid-tier platforms can\'t match
Marketing reach that ensures your research lands with decision-makers at leading institutions
Regulatory compliance and legal infrastructure to cover crypto confidently
Intellectual Challenge
Analyze an emerging sector where differentiated insights genuinely matter
N avigate the intersection of technology, finance, regulation, and innovation
Build frameworks for valuing novel business models and protocols
Make calls that will define your career as digital assets reshape finance
Establish yourself as a go-to authority during a generational shift in financial markets
Build lasting relationships with the most innovative companies and investors in finance
Visibility across institutional investor community as crypto allocations increase
Compensation structure that rewards performance in a high-growth coverage area
What You Will Do
Establish and lead Cryptocurrency & Blockchain research coverage from a position of authority
Define your coverage universe across crypto infrastructure, exchanges, miners, DeFi, protocols, and blockchain applications
Create differentiated research that cuts through hype and provides institutional-grade analysis
Conduct rigorous, proprietary research on digital asset business models, tokenomics, and blockchain technology
Publish impactful, timely research that institutional investors depend on for crypto exposure decisions
Identify emerging trends, regulatory developments, and technological innovations before the market
Leverage our platform to become a recognized thought leader in institutional crypto coverage
Establish yourself as a trusted authority on crypto market structure, regulation, and adoption trends
Benefit from firm-wide visibility as digital assets gain mainstream institutional acceptance
Perform other tasks and duties as required and assigned
Experience and Skills
Bachelor\'s degree from an accredited university (Advanced degree, MBA, or CFA strongly preferred)
Deep expertise in Cryptocurrency, Blockchain technology, and digital asset markets
Substantial sell-side or buy-side Equity Research experience covering crypto, fintech, or related sectors strongly preferred
Alternatively: Crypto industry veterans, blockchain protocol experts, or digital asset fund professionals with demonstrable analytical capabilities
Understanding of both traditional financial analysis and crypto-native metrics (on-chain analytics, tokenomics, protocol economics)
FINRA Series 7, 86, and 87 licenses required
Track record of independent, differentiated research or investment decisions in digital assets
Fluency in blockchain technology, crypto market structure, DeFi, and Web3 ecosystems
Exceptional written and verbal communication abilities-you can translate complex crypto concepts for institutional audiences
Established network across crypto companies, protocols, exchanges, miners, and institutional investors
What We Offer
What Wedbush Offers You
As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.
Comprehensive medical, dental, and vision coverage with multiple health plan options
Health Savings Account (HSA) with company-sponsored contributions
Flexible Spending Accounts (FSA) traditional and dependent care
401(k) Plan: competitive discretionary company matching and profit-sharing contributions
Tuition reimbursement ($5,250 max per year)
FINRA and Professional License Sponsorship
Charitable Donation Matching Contributions
Travel & Employee Assistance and Employee Discount Programs
Discretionary compensation based on the colleague\'s and the firm\'s performance
The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $250,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague\'s and the firm\'s performance. At Wedbush, Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skillsets; experience and training; licensure and certifications; and other business and organizational needs.
Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.
This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.
When you apply for a position with Wedbush, we collect certain information about you. Click here to learn what information we collect and what we do with it.
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$250k yearly 1d ago
Growth Marketing Manager
Julius 4.3
San Francisco, CA jobs
What you will do:
You will own growth initiatives to help scale Julius from 1 to 10 million users through rigorous, data‑driven experimentation. This includes leading the development and execution of our existing and exploration of new channels. You will lead efforts around audience targeting, messaging strategy, and creative production-ensuring the right message reaches the right customer, in the right channel.
We're looking for someone who can think strategically and dive into tactical work. If you like both the numbers and creative side and you're all about experimentation, then this could be the perfect opportunity for you.
Responsibilities
Own and optimize paid search channels, as well as identify new growth levers
Leverage data and analytics to refine bid strategies, optimize audience segmentation, and craft performance‑driven creative approaches.
Drive A/B testing and experimentation to continuously refine ad creative, audience targeting, and bid strategies
Constantly test, evaluate, and iterate on new growth channels, always guided by clear, actionable insights derived from data.
Analyze conversion funnels to uncover drop‑off points, quantify potential opportunities, and prioritize growth experiments for maximum impact across acquisition, activation, adoption, and retention.
Collaborate with eng to enhance and test landing page experiences and conversion paths
Stay ahead of industry trends, platform innovations, and evolving consumer behaviors to drive continuous optimization
What we're looking for:
2-3 years experience in a highly analytical growth marketing role, bonus if experience is at a product‑led tech company.
Exceptional analytical skills, comfortable dissecting large data sets, identifying trends, and applying learnings directly to growth initiatives.
Experimental mindset with a relentless focus on measurable outcomes, learning quickly from failure and rapidly iterating to success.
Self‑starter with excellent project‑management skills and thrives in fast‑paced, ambiguous environments
About Julius
Location: San Francisco, CA 🌁
Type: Full Time
Compensation: Competitive base salary and meaningful equity
Benefits: Health & dental insurance, gym reimbursement, daily team lunches, 401(k)
Julius AI is redefining data analysis by putting an AI‑powered analyst at knowledge workers' fingertips. We help teams make strategic decisions based on insights-not guesswork. Today, Julius writes over 4 million lines of code daily, serves 1 million+ users, and generates 10 million+ visualizations. Individuals and teams across finance, operations, marketing, data, and education use Julius to help them with their analysis. We're growing fast and looking for exceptional people to join us.
We're a small but mighty team with experience from companies like Ramp, Uber, Microsoft, and Facebook. Julius has achieved significant revenue growth and is backed by industry‑leading investors and founders from Vercel, Notion, Perplexity, Palantir, Replit, Zapier, Intercom, Dropbox, as well as researchers from OpenAI and Google DeepMind.
Join us to change the future of data‑driven decision‑making.
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A cutting-edge AI firm in San Francisco is searching for a Growth Marketing Specialist to drive user acquisition through data-driven experimentation. You will manage paid search channels and leverage analytics to optimize audience targeting and creative strategies. The ideal candidate has 2-3 years of growth marketing experience and a strong analytical background. Enjoy competitive compensation and benefits in a fast-paced work environment focused on innovation and teamwork.
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$120k-167k yearly est. 4d ago
Lifecycle Marketing Specialist
Archer Review LLC 4.6
Austin, TX jobs
About the Company Archer Review is a private equity-backed education technology company supporting medical and nursing students in their professional journeys. Our mission is to equip health care learners, educators and leaders with the knowledge, resources and confidence they need to succeed - personally and professionally.
Our fully remote team of educators, clinicians, technologists, creatives and operators support and collaborate one another and share a genuine commitment to making a difference.
Archer Review has been recognized for four consecutive years by Inc. 5000 and for two years by Deloitte Technology Fast 500 as one of the fastest-growing technology companies in the United States. The company also ranks No. 5 on the 2024 Financial Times list and No. 3 on the Inc. Southwest Regionals list for high growth companies.
Our Values
Excellence: We innovate constantly, adapt with agility, embrace challenges, welcome change, move with intention, and hold ourselves accountable.
Outcomes: We deliver real outcomes that include measurable progress, skills mastery, and meaningful achievements.
Empathy: We see the world through the eyes of our learners and partners, meeting them where they are, adapting to their needs, and walking alongside them with compassion and respect.
Service: We are trusted partners who provide forward-thinking approaches and world-class service.
About the Role
We are looking for a Lifecycle Marketing Specialist who will be responsible for developing and executing programs that guide customers through every stage of their journey with Archer Review-from first engagement and onboarding to long-term retention, upsell, and re-engagement.
In this role, you will report to the Director of Growth Marketing and take ownership of designing and managing cross-channel lifecycle programs that drive customer engagement, reduce churn, and maximize lifetime value. You'll work closely with product, content, and creative teams to ensure communications are personalized, value-driven, and aligned with the unique needs of our B2B and B2C audiences.
This role is ideal for a marketer who is passionate about building strong customer relationships, has an eye for detail, and thrives on using data to optimize campaigns and unlock growth opportunities.
Base Salary: $65,000 - $70,000
What you'll do
Map the customer journey: Design and implement multi-touchpoint lifecycle strategies across email, SMS, and in-app messaging to engage customers at every stage.
Retention & engagement: Create campaigns that build loyalty, deepen engagement, and reduce churn through personalized communication and timely interventions.
Upsell & cross-sell: Partner with growth and product teams to identify opportunities for expansion, promoting additional products that match customer needs.
Segmentation & personalization: Use behavioral, demographic, and lifecycle data to deliver targeted, relevant messages to different customer segments.
Experimentation & optimization: Plan and run A/B tests to improve subject lines, creative, CTAs, and timing, continuously refining campaign effectiveness.
Referral Program Management: Oversee and optimize our referral program to drive word-of-mouth growth, ensuring customers have a seamless experience and incentives align with business goals.
Analytics & reporting: Track, analyze, and report on key lifecycle metrics such as email open and click-through rates, demos, activation, retention, churn, and customer lifetime value.
Collaboration: Work closely with product, content, and creative teams to ensure lifecycle marketing initiatives align with brand strategy and business goals.
Innovation: Stay current with lifecycle marketing best practices, tools, and trends, bringing fresh ideas to test and scale.
About you
3-5 years of experience in lifecycle, CRM, retention, or email marketing roles.
Hands-on experience with marketing automation platforms (e.g., HubSpot, Marketo, Pardot, Customer.io, or similar).
Strong understanding of customer journey mapping and behavioral triggers.
Proven track record of building, launching, and optimizing lifecycle programs that deliver measurable results.
Excellent analytical skills; comfortable working with data to inform decision-making.
Strong copywriting and communication skills with a customer-first mindset.
Highly organized and detail-oriented, able to manage multiple projects in a fast-paced environment.
Bonus Points
Experience in Ed-Tech or Healthcare industries
Our Benefits
Comprehensive medical, dental and vision insurance for employees and their families
Flexible & encouraged PTO
Company HSA contribution of $90/month for eligible plans
Company-paid life insurance and disability coverage
401(k) with company match (100% match on first 3%, 50% match on the next 2%)
Archer Review is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences.
Please note that as part of our standard hiring process, the company conducts background checks with the candidate's consent, consistent with applicable local, state, and federal laws. For roles based in or performed in Austin, Texas, background checks are initiated only after a conditional offer has been made, in accordance with the City of Austin Fair Chance Hiring Ordinance.
The pay range for this role is:
65,000 - 70,000 USD per year (Remote (United States))
$65k-70k yearly 2d ago
Hedge Fund Research Analyst - Quant & Portfolio Monitoring
Callan 4.3
San Francisco, CA jobs
A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential.
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$110k-169k yearly est. 1d ago
Demand Generation Marketing Manager
Zip 4.7
San Francisco, CA jobs
The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses.
Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend.
We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting‑edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us!
Your Role
Zip is looking for an Demand Generation Marketing Manager to join our growing Corporate Marketing Organization.
In this role, you will be the engine responsible for the end‑to‑end planning, flawless execution, and optimization of a high volume of third‑party sponsored events. This includes everything from large‑scale tradeshows with compelling booth activation to smaller, high‑value 1:1 executive meeting programs.
You will work closely with cross‑functional teams to create compelling activations, thought leadership, and awareness to promote our campaigns effectively. The ideal candidate is a metric‑driven, disciplined professional who can bring a creative vision while leveraging meticulous attention to detail and excellent project management to ensure every initiative delivers the best possible ROI and pipeline contribution.
You Will
Supporting the planning, execution, and optimization of third‑party sponsored events to drive engagement, generate leads, and enhance our brand presence.
Maintain project deliverables and timelines project management tools/planning, demonstrating hyper‑focused attention to detail to ensure flawless execution across numerous concurrent events.
Own all event logistics and production, including vendor negotiation and management, contract review, budget adherence, and on‑site execution.
Work with sales teams to identify best sales attendance, select contacts for on‑site meetings, and run pre‑event know‑before‑you‑go meetings.
Develop and execute multi‑channel promotional campaigns (email, social media, website) to maximize attendance and engagement.
Partner with Brand, Corporate, and Product Marketing to develop creative and engaging booth activations, customer stories, messaging, and event experiences that bring our brand story to life and ensure a high‑quality attendee experience.
Partner with sales to ensure generated leads are routed correctly and worked by representatives both pre‑ and post‑campaign activation.
Establish a centralized event reporting system, utilizing CRM and data reporting tools (e.g., Salesforce) to rigorously track event performance metrics-including MQL‑to‑SQL conversion, cost‑per‑lead (CPL), and pipeline influenced-to determine and prove event ROI.
Create post‑event follow‑up strategies to nurture leads and convert attendees into customers via Marketo (marketing) and outreach (sales messaging).
Provide support to the broader Field Marketing team as needed, leveraging event expertise to assist with regional or hosted event logistics.
Qualifications
4+ years experience in event marketing.
Proven experience in end‑to‑end event execution, specifically managing high‑volume sponsored event programs including major trade shows and targeted 1:1 meeting programs.
Exceptional attention to detail and organizational skills; the ability to manage complex logistics for multiple projects simultaneously in a fast‑paced environment.
A metric‑driven mindset with proven experience in analyzing event performance (CPL, ROI, pipeline attribution) and making data‑backed strategic recommendations.
Demonstrated financial discipline, including budget ownership and skilled negotiation with vendors and venues.
A creative with a passion for experiential activations and audience engagement.
Excellent written and verbal communication skills - including copywriting.
Experience in event management (third party, sponsored trade shows and events); preferably at a B2B company.
Nice to Haves
Experience in project management software, event marketing or management, and sales management tools: Asana, Salesforce, Marketo, webinar platforms, etc.
The salary range for this role is $118,00 - $130,000. The salary for this position is determined based on a variety of job‑related factors that may include location, relevant experience, education, or particular skills and expertise.
Perks & Benefits
At Zip, we're committed to providing our employees with everything they need to do their best work.
📈 Start‑up equity
🦷 Full health, vision & dental coverage
🍽️ Catered lunches & dinners for SF employees
🚍 Commuter benefit
🚠 Team building events & happy hours
🌴 Flexible PTO
💻 Apple equipment plus home office budget
💸 401k plan
We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!
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$130k yearly 2d ago
Product Analyst - Visa Crypto Product Team
Visa Inc. 4.5
San Francisco, CA jobs
As an Analyst on the Visa Crypto Product Team, you will work to help the largest banks, crypto exchanges, wallets, protocols and fastest growing fintechs launch and grow their Crypto based solutions in issuance, acceptance and general remittance. Today many of these companies are leveraging Visa to help power their payment solutions globally. In this role, you will act both as a relationship manager and as a product liaison to our strategic bank, crypto exchanges, crypto infrastructure companies, and fintech partners who are looking to launch, expand, and enhance their payment and remittance solutions. This will require understanding the client's business goals and objectives, providing information and direction to partners, ensuring that the client's contractual commitments are met, and resolving issues clients may face. This position requires strong client management skills and analytical abilities. An ideal candidate is a self-starter with the ability to handle complex deals and partners in a high growth environment and manage ambiguous situations with nuance.
Essential Functions:
Work with clients to identify strategic opportunities, manage complex assignments, and determine appropriate courses of action.
Coordinate internal resources and project manage to accomplish Visa and client objectives as well as ensure that the client perspective is represented within the organization.
Prepare and present rich analytics to help clients discover their program's performance and effectiveness.
Represent the client's and account management's needs on the product roadmap by providing business requirements and prioritization and communicating roadmap back to the client.
Research and resolve client issues by utilizing internal platforms and collaborate with internal partners to facilitate resolution.
Grow the business by identifying new prospects that should leverage our services.
Determine courses of action for crypto initiatives and cross-client goals, working cross-functionality with groups like legal, compliance, privacy, product, data science, and business development.
Stay current with crypto industry and client trends and maintain a working knowledge of Visa products and services.
This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager.
Basic Qualifications:
2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD)
Preferred Qualifications:
3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)
Current or former experience in payments or crypto industry are strongly preferred
Experience with end to end product and client solutioning delivery, make informed decisions on GTM strategy and commercials
Demonstrate excellent written and verbal ability to communicate with key stakeholders and present to senior leadership team
Strong knowledge base of stablecoin payment ecosystem, macroeconomics, blockchain tokenization / RWAs, and players involved. Research experience of blockchain primitives, stablecoins, real world tokenization is a plus
Strong problem-solving skills and creativity to identify new opportunities and use cases, anticipate how stablecoins can impact payments ecosystem
Strong product acumen - ability to take product into client solutioning, and partner with product team to deliver to market.
Sales experience including running a deal cycle end-to-end and negotiating is strongly preferred
Expertise in capturing complex concepts and pain points to real solutions for clients
Creativity and resourcefulness to overcome unexpected roadblocks
Demonstrated ability to articulate, drive, and motivate a team towards a strategic vision and roadmap
Ability to successfully build strong partnerships with cross-functional teams in a matrixed organization
Decisive and action oriented even in ambiguous situations
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel 5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 123,000.00 to 173,950.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
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$96k-128k yearly est. 1d ago
Corporate Marketing Associate
Zip 4.7
San Francisco, CA jobs
The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (over 30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses.
Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last four years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend.
We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting‑edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us!
The Role
As an Corporate Marketing Associate at Zip, you'll join the growing team responsible for shaping and driving our corporate narrative-both internally and externally. You'll become one of the company's go‑to messaging experts, helping define how Zip shows up in the market through compelling content that drives thought leadership and elevates our brand.
In this role, you'll focus on creating and managing content for corporate events, executive presentations, and webinars-helping to tell Zip's story in ways that engage customers, prospects, and partners.
This is an ideal opportunity for an early‑career communications or marketing professional with strong messaging instincts and a passion for visual storytelling-someone proactive, eager to grow fast and make an impact at a high‑velocity startup.
What You'll Do
Develop high‑impact messaging and thought leadership content that positions Zip as an industry leader
Craft presentation and event materials for Zip's flagship events (like Zip Forward) as well as a high volume of third‑party conferences and webinars
Build executive keynote content, helping to prepare Zip leaders and customer speakers to take the stage with confidence
Support the development and enablement of Zip's corporate narrative across key brand assets, including the corporate pitch deck, messaging library, and website
Collaborate cross‑functionally with product marketing, customer marketing, event marketing, content, and brand design teams to ensure consistency and alignment across all channels
Qualifications
1‑3 years of experience in corporate communications, product marketing, events marketing or a related role.
Excellent writing, speaking, and storytelling skills, along with a sharp eye for visual communication.
Passion for presentations and a slide‑building savvy; proficient in Google Slides, PowerPoint, and/or Apple Keynote.
Strong project management and organization skills; able to juggle multiple priorities and meet deadlines in a fast‑paced environment.
Ability to collaborate across teams, build strong relationships, and align stakeholders at all levels.
Nice to Haves
Previous role in B2B, especially enterprise software.
Experience with webinar or event planning/production.
Familiarity with basic design principles and tools like Figma or Adobe Creative Suite.
The salary range for this role is $90,000‑$120,000. The salary for this position is determined based on a variety of job‑related factors that may include location, relevant experience, education, or particular skills and expertise.
Perks & Benefits
📈 Start‑up equity
🦷 Full health, vision & dental coverage
🍽️ Catered lunches & dinners for SF employees
🚍 Commuter benefit
🚠 Team building events & happy hours
🌴 Flexible PTO
💻 Apple equipment plus home office budget
💸 401k plan
We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!
#J-18808-Ljbffr
$90k-120k yearly 1d ago
Marketing Manager
Visa 4.5
San Francisco, CA jobs
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world.
Progress starts with you.
Job Description
This is an exciting time to join U.S. Client Marketing, as we strengthen our focus on deepening relationships with well-established Clients and develop and grow new relationships within our Super-Regional segment.
As part of the U.S. Client Marketing team, the Manager is responsible for client consultation to uncover needed product and payment marketing opportunities, development of holistic marketing plans to support client needs, and oversight and partnership on the development and implementation of campaigns, events and sponsorship activations to ensure client satisfaction in the Super-Regional segment. Goals are focused on increasing Visa marketing revenue within margin and third-party expense requirement parameters, as well as demonstrating the value Visa Marketing brings to clients and cardholders. Clients will include Super-Regional Banks and Credit Unions, Cobrand partners, internal stakeholders and colleagues, supplier and strategic relationships. The Super-Regional Marketing segment is a fast-growing business within Visa and delivers value to clients through a range of services, from advisory to execution to sponsorships, via close partnerships with Visa Consulting & Analytics (VCA) and our sales organizations.
The ideal candidate understands the changing payments marketing environment, has payments marketing experience, and is driven to create breakthrough work across all channels. The key to this job is having a focused strategic mindset that enables consultative and creative client marketing solutions, strong communication skills, and a client service mentality, along with an emphasis on measurement to demonstrate value added services provided.
As part of the US Client Marketing Super-Regional team, the Manager will be focused on supporting the Marketing Activity across a portfolio of clients within the total Super-Regional Marketing issuer segment.
Responsibilities:
The Manager will support development of data-driven marketing initiatives and experiential engagements for Visa's Super-Regional Issuing clients, including Consumer payments and Small Business and Commercial payments. The strategies will drive Visa purchase volume, Value Added Services revenue and overall client engagement.
Develop work product with strong attention to detail and ability to prioritize competing needs/work sets. Collaborate with team members on client pitch and engagement efforts or in developing project workstreams.
Leverage industry and Visa data, market research, best practices, etc. to gather and synthesize deep audience insights and deliver relevant recommendations to clients/stakeholders
Design and support the successful execution of integrated B2C and B2B campaign activations, across multiple channels, including digital, social, OOH, experiential/event and point-of-sale
Work cross-functionally and coordinate across sales, legal, product, creative, privacy, Visa Consulting & Analytics, media agencies and more to support development of high-impact programs utilizing the best of Visa resources and expertise.
Optimize Visa Consumer and Commercial Marketing platforms/initiatives for clients to establish and deepen client relationships
Leverage Visa's iconic sponsorship platforms (Olympics, FIFA World Cup and more), as appropriate, to achieve client and Visa's objectives
Enable the measurement, analysis, and reporting of marketing program performance and its impact on business results as appropriate
Develop and manage marketing contracts
Demonstrate budget management and financial discipline to support all engagements, including support for forecast management of Value Added Services Revenue for key clients.
Leverage Artificial Intelligence for increased efficiency and effectiveness in the role
Support ad hoc requests from key stakeholders and clients.
This is a hybrid position.Expectationofdays intheoffice will be confirmed by your Hiring Manager.
This position is not eligible for Sponsorship.
Qualifications
Basic Qualifications:
5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD
Preferred Qualifications:
6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD
4-5+ years of work experience and a Bachelor's Degree or at least 2 years of relevant work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD).
Experience in Marketing, Consulting and strategic partnership development/sales and payments industry experience preferred
Strong business & financial acumen, critical thinking and problem-solving skills
Strong project management, planning, teamwork, relationship-building skills and experience in leading through influence
Experience in managing creative, experiential, media, and social/digital agency partners
Proactive in asking questions to drive robust conversations that lead to best fit solutions for clients
Excellent written and verbal communication skills
Extensive knowledge of all Microsoft products including PowerPoint, Excel, Word, Outlook and AI
No Relocation package is available
Additional Information
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 114,400 to 195,150 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
$113k-150k yearly est. 2d ago
Client Marketing Manager
Visa 4.5
San Francisco, CA jobs
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world.
Progress starts with you.
Job Description
This is an exciting time to join Visa's U.S. Regional Client Marketing team,as we focus on developing new relationships and deepening existing relationships with established bank and credit union clients.
TheMarketing Manager, Business Development, for U.S. Client Marketing Regional Clientsrole will support the development and sell-in of client marketing and experiential programs that optimize client portfolio performance, brand awareness, loyalty and retention through world class Visa payments marketing and sponsorship activation.
The North America Marketing Services organization, is transforming how we partner with clients to drive engagement, through a proactive and results driven marketing approach. As part of the Marketing Services team, the Marketing Manager, Business Development, will be responsible for business development across a set of Regional clients that includes pitching appropriate marketing solutions based on the client's business needs/objectives, then refining the engagement scope, developing pricing, and closing the marketing solution sell-in for your Visa clients. You'll collaborate closely with the Regional Account Executives, other members of the U.S. Regional Client Marketing team to enable successful client conversations and an effective sales approach that expands our reach, strengthens client relationships and actively boosts revenue.
The Marketing Manager, Business Development will engage with teams across Visa and its clients to deliver thought leadership marketing advisory services, oversee your clients' engagement executions (top-level with the Marketing Delivery team owning execution), and work to help grow our clients' payment card business. The ideal end-to-end engagement includes measurement and insights in order to best demonstrate Visa value-add to our clients and drive incremental portfolio revenue for Visa and our clients.
You will be responsible for planning marketing strategies and partnership initiatives to grow the payments business for our clients through the activation of Visa sponsorships and strategic use of sponsorship assets, marketing programs and initiatives and marketing analyses. This Manager is responsible for building partnership relationships with the cross-functional team, including Sales/Account Executives, Product, Marketing, Visa Consulting & Analytics, and agencies to deliver best-in-class marketing plans that support business goals for both Visa and its clients.
This Manager must be able to thrive in a fast-moving, highly matrixed environment - a results-oriented and adaptable individual witha "can do", positive attitude is desired.Additionally, you should have a strong track record of working independently while collaborating with internal team members and external clients.
This is a hybrid position.Expectationofdays intheoffice will be confirmed by your Hiring Manager.
Qualifications
Basic Qualifications:
5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD
Preferred Qualifications:
6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD
Experience in business development and client relationship building
Experience in designing and executing multichannel marketing campaigns (i.e., paid social, programmatic, search engine marketing, email, direct mail, media, etc.), inclusive of measurement and insights, across the marketing lifecycle acquisition, usage, retention, loyalty
Strong executive presence and comfort leading discussions across all levels of client organizations and within the Visa organization
Strong analytical skills and comfortable translating data into marketing strategy
Team player with experience coordinating cross functional, end-to-end projects that included a high level of detail and ability to ensure project deadlines and budgets are met
Self-motivated and proactive in asking questions / proposing solutions
Strong process orientation, able to create processes from scratch and able to identify and drive continuous improvements
Highly proficient in Excel, Word, and PowerPoint, managing spreadsheets, devising formulas, creating pivot tables, and performing data analysis, while also building executive and client presentations
Strong written and verbal communication skills, ability to create visually clear, concise, and insightful work product and presentations for senior leaders
Experience in building relationships with the ability to earn trust and rapport of partners at all levels
Proven ability to thrive in high pressure situations and a fast-paced and matrixed environment
Comfortable with prioritization and ability to adapt to shifting priorities
Skilled in managing financials, revenue and expenses, related to your marketing programs, including timely invoicing and other administrative tasks
Additional Information
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 134,600.00 to 195,150.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
$113k-150k yearly est. 3d ago
Product Analyst - Visa Crypto Product Team
Visa 4.5
San Francisco, CA jobs
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world.
Progress starts with you.
Job Description
As an Analyst on the Visa Crypto Product Team, you will work to help the largest banks, crypto exchanges, wallets, protocols and fastest growing fintechs launch and grow their Crypto based solutions in issuance, acceptance and general remittance. Today many of these companies are leveraging Visa to help power their payment solutions globally. In this role, you will act both as a relationship manager and as a product liaison to our strategic bank, crypto exchanges, crypto infrastructure companies, and fintech partners who are looking to launch, expand, and enhance their payment and remittance solutions. This will require understanding the client's business goals and objectives, providing information and direction to partners, ensuring that the client's contractual commitments are met, and resolving issues clients may face. This position requires strong client management skills and analytical abilities. An ideal candidate is a self-starter with the ability to handle complex deals and partners in a high growth environment and manage ambiguous situations with nuance.
Essential Functions:
Work with clients to identify strategic opportunities, manage complex assignments, and determine appropriate courses of action.
Coordinate internal resources and project manage to accomplish Visa and client objectives as well as ensure that the client perspective is represented within the organization.
Prepare and present rich analytics to help clients discover their program's performance and effectiveness.
Represent the client's and account management's needs on the product roadmap by providing business requirements and prioritization and communicating roadmap back to the client.
Research and resolve client issues by utilizing internal platforms and collaborate with internal partners to facilitate resolution.
Grow the business by identifying new prospects that should leverage our services.
Determine courses of action for crypto initiatives and cross-client goals, working cross-functionality with groups like legal, compliance, privacy, product, data science, and business development.
Stay current with crypto industry and client trends and maintain a working knowledge of Visa products and services.
This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager.
Qualifications
Basic Qualifications:
2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD)
Preferred Qualifications:
3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)
Current or former experience in payments or crypto industry are strongly preferred
Experience with end to end product and client solutioning delivery, make informed decisions on GTM strategy and commercials
Demonstrate excellent written and verbal ability to communicate with key stakeholders and present to senior leadership team
Strong knowledge base of stablecoin payment ecosystem, macroeconomics, blockchain tokenization / RWAs, and players involved. Research experience of blockchain primitives, stablecoins, real world tokenization is a plus
Strong problem-solving skills and creativity to identify new opportunities and use cases, anticipate how stablecoins can impact payments ecosystem
Strong product acumen - ability to take product into client solutioning, and partner with product team to deliver to market.
Sales experience including running a deal cycle end-to-end and negotiating is strongly preferred
Expertise in capturing complex concepts and pain points to real solutions for clients
Creativity and resourcefulness to overcome unexpected roadblocks
Demonstrated ability to articulate, drive, and motivate a team towards a strategic vision and roadmap
Ability to successfully build strong partnerships with cross-functional teams in a matrixed organization
Decisive and action oriented even in ambiguous situations
Additional Information
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 123,000.00 to 173,950.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
$96k-128k yearly est. 3d ago
Municipals Analyst
Barclays 4.6
San Francisco, CA jobs
Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents.
To be successful as a Municipals Analyst, you should have experience with:
Financial services, government, or related field
Ample quantitative abilities
Excellent written and verbal communication skills
Multitasking while exhibiting a high level of attention to detail
Understanding of finance and bond math
Some other highly valued skills may include:
Experience with DBC Finance Program
Demonstrated interest in public policy
Familiarity with and understanding of financial markets
High level of energy, positive attitude, and mental curiosity
You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills.
This role is located in San Francisco, CA.
This role is regulated by FINRA.
Minimum Salary: $110,000
Maximum Salary: $125,000
The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.
Purpose of the role
To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis.
Accountabilities
Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities.
Market research and analysis to identify industry trends, potential deal opportunities, and client needs.
Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions.
Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services.
Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions.
Analyst Expectations
To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
Requires in-depth technical knowledge and experience in their assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise
They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
Will have an impact on the work of related teams in the area.
Partner with other functions and business areas.
Takes responsibility for end results of a team's operational processing and activities.
Escalate breaches of policies / procedure appropriately.
Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
Advise and influence decision making within own area of expertise.
Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function.
Make evaluative judgements based on the analysis of factual information, paying attention to detail.
Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
Guide and persuade team members and communicate complex / sensitive information.
Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
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$110k-125k yearly 5d ago
Builder Marketing Manager
Cornerstone Capital Bank 3.3
Houston, TX jobs
Who we are:
Cornerstone Capital Bank is a new bank, with over $330 million in capital and $2 billion in total assets and arises from the combination of mortgage industry giant Cornerstone Home Lending and community banking standout Roscoe State Bank. You'll be on the front end of working for an innovative large community bank that is a leader in mortgage lending and community banking and growing in middle-market commercial and real estate lending.
We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.
Who we are looking for:
The Builder Marketing Manager is a strategic marketing leader responsible for driving the success of Cornerstone's builder channel through high-impact promotional campaigns, forward commitment marketing, community launch support, and the development of scalable builder-focused programs. This role operates as the engine of builder marketing operations, independently leading projects, translating builder business needs into actionable marketing strategies, and ensuring all initiatives are aligned with organizational, compliance, and production goals.
Working under the direction of the Senior Marketing Operations Manager, the Builder Marketing Manager partners closely with builder leadership, secondary marketing, compliance, and cross-functional teams to support preferred lending agreements, ABAs, and new builder onboarding workflows.
Key Responsibilities:
Lead the development of strategic builder marketing initiatives including promotional campaigns, community launch support, forward commitment promotions, incentive messaging, and co-branded collateral designed to drive builder alignment and production growth
Maintain expert-level understanding of builder operations, builder sales cycles, forward commitments, rate lock programs, preferred lender agreements, and incentive structures to ensure all marketing programs are accurate, compliant, and positioned for maximum impact
Design training campaigns and content that simplify complex builder financing strategies, including (but not limited to): forward commitments, JV and ABA structures, and incentive programs, ensuring teams can market these offerings confidently and compliantly
Maintain a strong understanding of the processes involved in establishing and onboarding preferred lender relationships, ABAs, and broker ventures, and support leadership in coordinating the marketing and communication components of these agreements
Lead strategic builder marketing projects from concept through execution, ensuring initiatives are delivered on time, aligned with organizational goals, and executed with minimal oversight
Support the Senior Marketing Operations Manager in managing the end-to-end onboarding workflow for new builder partnerships, ensuring all marketing requirements, timelines, and deliverables are coordinated across internal teams and builder stakeholders
Partner with Builder Division leadership in alignment with guidance from Senior Marketing Operations Manager to identify marketing opportunities, upcoming community needs, inventory challenges, and strategic priorities that require marketing support
Develop promotional messaging, announcement materials, and presentation decks including PowerPoints to support new builder programs, community launches, incentive rollouts, and division-wide communications
Collaborate closely with Secondary Marketing, Compliance, Legal, Digital, Design, Web, and Content teams to ensure all builder marketing initiatives meet regulatory, operational, and brand standards
Provide strategic direction to Field Marketing Coordinators to ensure consistent, compliant execution of builder initiatives including promotional campaigns, co-branded materials, and market-specific requests
Serve as the primary conduit between the builder division and the marketing department, elevating structured insights, field feedback, and proactive recommendations to senior marketing leadership
Participate in select meetings with prospective builder partners to support leadership in presenting Cornerstone's marketing capabilities, forward commitment programs, and overall value proposition. Travel may be required for key partnership discussions and builder evaluations
Train and support Regions on the use of marketing tools and systems (e.g., Mortgage Coach, MMI, review automation tools, email automation, social media platforms, video messaging tools)
Deliver monthly recap reports and performance insights to the Senior Marketing Operations Manager outlining campaign effectiveness, builder activity, forward commitment utilization, and emerging opportunities
Other duties assigned
What you'll need to be successful:
Degree in Marketing related field preferred
Minimum 3+ years Builder experience in Mortgage industry required
Proven ability to lead marketing initiatives in a fast-paced, relationship-driven environment
Strong understanding of builder promotions, financing scenarios such as forward commitments, joint ventures (JV) and affiliated business arrangement (ABA)
Experience and understanding of builder needs, go-to-market strategies and customer experience in the mortgage & new home construction industry
Possess strong working knowledge of builder programs including forward commitments, rate reduction programs, incentive structures, and required disclaimers.
Exceptional communication, project management, and problem-solving skills
Experience with field onboarding and training
Creativity and initiative to develop engagement strategies for clients
What we offer:
Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus.
What to do next:
If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$67k-98k yearly est. 3d ago
Field Marketing Coordinator
Cornerstone Capital Bank 3.3
Houston, TX jobs
***No agencies or 3rd party Recruiters please. Thank you! ***
Who we are:
Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a unique national home lender with a reputation of amazing service, customer satisfaction, employee retention, and happiness. We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions. Our brand is known for on-time closings - a key core conviction of Cornerstone. We have successfully navigated our company through many industry cycles and changes in regulations.
We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.
Who we are looking for:
The Field Marketing Coordinator plays a key support role on the Field Marketing team, working alongside Loan Officers to help them implement effective marketing strategies that grow their referral business. This role supports the execution of marketing campaigns, adoption of marketing tools, and delivery of personalized marketing solutions-acting as a trusted resource to help Loan Officers connect with key referral partners. Field Marketing Coordinators ensure that the field has the tools, training, and materials needed to market confidently, compliantly, and consistently.
Key Responsibilities:
Provide day-to-day support to Loan Officers on marketing tools, campaigns, and referral strategies.
Assist with onboarding and training Loan Officers on marketing platforms, such as Mortgage Coach, MMI, email automation, video messaging tools, and social media systems.
Help execute nurture campaigns and create compliant marketing collateral tailored to referral partners.
Support the delivery and adaptation of marketing strategies to fit individual Loan Officer needs, branch priorities, and market conditions.
Help maintain marketing consistency across branches by using pre-approved assets, templates, and playbooks.
Collaborate with Field Marketing Managers, Sales, and Corporate Marketing teams to align campaign execution with organizational goals.
Coordinate logistics for branch visits, marketing events, or regional rollouts.
Gather feedback from the field to help identify marketing gaps or new needs, and relay insights back to the broader marketing team.
Track marketing tool usage and adoption by Loan Officers; provide reminders, follow-ups, or troubleshooting assistance as needed.
Monitor campaign activity and share insights or recommendations to improve engagement and outcomes.
What you'll need to be successful:
Degree in Marketing related filed a plus
1-3 years of experience in marketing coordination, sales support, or customer service-preferably in a fast-paced, field-oriented environment
Excellent written and verbal communication skills
Strong organizational and project management capabilities
Comfortable with digital tools and platforms (experience with Salesforce, SOCI, Mortgage Coach, OSI Express, MMI, or similar tools is a plus)
A customer-first mindset with a willingness to learn and adapt
Enthusiasm for helping Loan Officers grow their business through relationship-driven marketing
What we offer:
Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus.
What to do next:
If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$37k-46k yearly est. 3d ago
Marketing Officer, Corporate Events
Cathay Bank-Headquarters 4.4
El Monte, CA jobs
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Within established policies and department procedures, the Marketing Officer, Corporate Events is responsible for planning, developing, and executing in-person and virtual events to enhance brand visibility and strengthen community engagement across its business service network.
We are seeking a dynamic Marketing Officer, Corporate Events, to join our team. The ideal candidate will have a passion for organizing and executing successful events, possess excellent communication skills, and thrive in a fast-paced environment.
ESSENTIAL FUNCTIONS
Manage all aspects of the Bank's internal and external events, including in-person, virtual, and hybrid, from concept to completion.
Coordinate signature events such as the Annual Charity Golf Tournament, Economic Outlook in Fall and Spring, Branch Anniversary Open House, Walk for Hope, Scholarship Foundation Recipients, Branch Networking, and regional Lunar New Year events.
Create a comprehensive event strategy and detailed plans that align with the Bank's objectives.
Manage and track event budgets, negotiate contracts, and ensure cost efficiency.
Coordinate with vendors and internal business lines to meet the event goals and deliver exceptional experiences.
Provide outstanding customer service to clients, guests, and stakeholders throughout each event.
Identify, procure, and manage the distribution of specific gift items for events.
Work with in-house Graphic Designer and third-party vendors to produce event related creative assets, print materials, and webpage updates.
Coordinate with internal departments to ensure all events adhere to branding guidelines, compliance, and legal requirements.
QUALIFICATIONS
Education:
College degree in Marketing, Communications, or related discipline preferred.
Experience:
Minimum 3-5 years of experience in administrative, event planning, hospitality, or related areas, including marketing and corporate event settings.
Skills/Ability:
Excellent verbal & written communication skills with proven experience in events management or related field. Budget management skills and proficiency. Ability to work in a fast-paced environment, prioritize multiple tasks, and consistently meet deadlines. Ability to quickly learn, adaptability to new technologies, methodologies, and creative trends. Strong organizational and time management skills are necessary. Strong problem-solving, resource management, and time-management skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Team player ensures team and department goals are met or exceeded. Highly enthusiastic and self-motivated. Proficient in Word, Excel, and PowerPoint. Fluency in English, and Chinese preferred.
OTHER DETAILS
$75K - $95K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$75k-95k yearly 3d ago
Analyst AML - 1170 FCIU
Cathay Bank-Headquarters 4.4
Monterey Park, CA jobs
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Assists in all aspects of monitoring activities related to the USA/FFIEC's Bank Secrecy Act Anti-Money Laundering Examination Manual's guidance.
ESSENTIAL FUNCTIONS
Maintains current knowledge of U.S. anti-money laundering rules and regulations.
Adheres to departments internal policies and procedures.
Reviews clients account transactional activities.
Requests with the appropriate branch or department members for additional information, when necessary, to assist in the evaluation process.
Prepares Case Investigative Write-ups.
Perform other duties as assigned.
Regular overtime is required, this includes occasional weekend days.
QUALIFICATIONS
Education: Bachelor's degree in accounting, Business Administration or related field or equivalent experience is preferred.
Experience:
One year plus of banking experience is preferred.
One year plus of BSA/AML/OFAC related experience is preferred.
Skills/Ability:
Proficient in MS Word and Excel.
Proficient written and oral communication skills; ability to communicate effectively.
Proficient analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions.
Possess good organizational skills and attention to detail.
OTHER CONSIDERATIONS
Cooperates and works effectively with others; recognizes, supports, and respects others.
Results of Bank's BSA/AML examinations will be considered in evaluating the individual's performance.
OTHER DETAILS
$26.44 - $33.65 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$26.4-33.7 hourly 4d ago
CRA Analyst
Cathay Bank-Headquarters 4.4
El Monte, CA jobs
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Provide overall analytical support for the department ensuring that Community Reinvestment Act (CRA) loans are correctly identified, evaluated, and maintained. Responsible for the completion of reports that monitor and track CRA performance for small business and community development loans. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank.
ESSENTIAL FUNCTIONS
Review lending data to identify and qualify loans reportable under the CRA (both small business and community development loans).
Input and prepare data into Ncontracts data collection software for internal review and annual submission with precision.
Assist in reviewing CRA compliance data that conforms to internal policy and procedures and external regulations.
Prepare and maintain Community Development Loans Spreadsheet.
Review the Downpayment Assistance Program (DAP) Grants for Director of Community Development/designee's approval.
Perform for Director of Community Development/designee's approval the monthly Suspense GL Certification of DAP grants for submission to the Controller's Dept.
Coordinate participation in Federal Home Loan Bank Board (FHLB) Workforce Initiative Subsidy for Homeownership (WISH) lending program and review documentation to ensure that loans qualify for reimbursement from the FHLB.
Coordinate participation in FHLB's community programs, such as, the Middle-Income Downpayment Assistance, Access to Housing and Economic Assistance for Development (AHEAD), and the Empowering Black Homeownership matching grant program.
Monitor reports and assist in the preparation of quarterly reports, self-assessment, and strategic plan.
Provide Lending Status Reports for Director of Community Development and regional managers.
Assist with the maintenance of CRA information updates - Intranet, Public File, Bulletin, forms and charts.
Assist with CRA activity performance tracking in other areas as needed.
Complete assigned training courses in a timely manner.
QUALIFICATIONS
Education: Bachelor's Degree preferably in Business, Accounting, or Finance preferred.
Experience: Minimum one year of banking experience required; prior lending experience strongly preferred. Some working knowledge of accounting or commercial loan underwriting. Knowledge of CRA data collection software and SharePoint preferred but not required.
Skills & Ability:
Strong computer skills; proficient with Microsoft Office products.
Good organizational and analytical skills.
Good verbal and written communication skills.
Highly organized, results-oriented with strong attention to detail and good follow-through skills.
Highly enthusiastic and self-motivated.
Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities.
Ability to work offsite to perform service hours and attend CRA activities.
Ability to work independently and meet deadlines.
OTHER DETAILS
$26.44 - $32.69 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$26.4-32.7 hourly 3d ago
Global Marketing Resource Program Manager
Fisher Investments 3.9
Marketing analyst job at Fisher Investments
This Global Marketing Resource Program Manager works in the office and is responsible for the forecasting, allocation and management of creative resources to support Global Marketing, reporting to the Associate Vice President, Global Marketing Services.
The Opportunity:
Our in‑house creative agency is looking for a Resource Program Manager to orchestrate the flow of work, talent, and time across a fast‑moving multidisciplinary team. This role sits at the center of creative operations - ensuring the right people are assigned to the right projects at the right time, while maintaining visibility into capacity, forecasting, and workflow.
You'll partner closely with creative leads, project managers, and cross‑functional stakeholders to keep the agency running efficiently. If you thrive in a dynamic environment, solving complex resourcing puzzles, and enjoy supporting creative teams so they can do their best work, this role is for you.
The Day-to-Day:
* Manage day-to-day resourcing across design, copy, and project management teams.
* Responsible for forecasting project needs and workload by collaborating with Marketing teams.
* Maintain short- and long-term visibility into team bandwidth, upcoming needs, and potential gaps.
* Assess project needs and assign the right team members to specific projects based on their skills, experience, and availability
* Build and maintain dashboards, reports and resourcing documentation to support operational decision-making
* Work with management to manage workload and availability of resources
* Lead the onboarding of contractors or vendors to fill resource gaps and meet project demands
* Oversee the streamlining processes and improve workflow efficiency to maximize team productivity
* Oversee the tools and systems used for resource planning
* Collaborate closely with project management and creative leads to ensure resource needs are met, and projects are delivered successfully
Your Qualifications:
* Bachelor's Degree or equivalent combination of education and experience required
* Minimum of 3 years of resource management, program management, or creative operations experience, ideally within a creative agency or marketing department
* Strong understanding of creative workflows across design, copy, and production
* Proficiency with resourcing tools and working with data to inform recommendations and decisions
* Excellent verbal and written communication skills
* Advanced analytical skills and a high level of attention to detail
* Ability to adapt to changes in a fast paced, team environment
* Elicit cooperation from several sources, including senior management and internal clients
* Proficient in project management software, e.g. JIRA, with experience tracking resources
Compensation:
* $90,000 - $135,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
* Eligible for a discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
* 100% paid medical, dental and vision premiums for you and your qualifying dependents
* A 50% 401(k) match, up to the IRS maximum
* 20 days of PTO, plus 10 paid holidays
* Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
* This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER