Senior Manager Of Marketing jobs at T. Rowe Price - 1325 jobs

A leading financial services firm is seeking a Sr Director of Lifecycle Marketing in San Francisco. This role involves leading the lifecycle marketing strategy, managing a high-impact team, and overseeing customer engagement campaigns across various channels. Ideal candidates will have over 10 years of marketing experience, particularly in lifecycle or retention marketing, and proven success in driving business outcomes. A hybrid work model is offered along with a competitive compensation package. #J-18808-Ljbffr

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. #J-18808-Ljbffr

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. #J-18808-Ljbffr

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! #J-18808-Ljbffr

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))

A leading procurement platform is seeking a Demand Generation Marketing Manager in San Francisco. In this role, you will be responsible for planning and executing sponsored events to enhance brand presence and generate leads. The ideal candidate has over 4 years of event marketing experience, attention to detail, and strong organizational skills. This position offers a salary range of $118,000 - $130,000, along with various startup benefits including health coverage, equity, and flexible PTO. #J-18808-Ljbffr

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: As director of Sales Marketing, this role will be dedicated to driving marketing initiatives for NFP's sales organization in North America. The primary focus of this role is to develop the marketing component of go-to-market strategies, drive large-scale sales initiatives across the company, and lead our portfolio of sales marketing campaigns including the oversight of impact reporting. Working across our marketing team, this role will help facilitate the development of external revenue-driving campaigns and activities, as well as internal education for our sales force. In addition, you will support collaborate with our Chief Sales Officer, corporate development, sales enablement and sales operations teams. This role is critical in connecting our sales and marketing teams, and thus it is important that they have a strong understanding of both the marketing and sales process. Essential Duties and Responsibilities: Lead role responsible for supporting, collaborating and driving sales marketing initiatives for our sales organization in the US and Canada. Key point of contact for Sales Operations team, including the CSO, distribution, sales enablement, producer recruiting and corporate development teams. Strategic owner of sales marketing campaigns, including: Oversee and track full portfolio of campaigns and ongoing measurement of impact. Go to market strategy development Lead discussions with core team to identify target audience, market, value prop, and making a recommendation on marketing approach Identify KPIs Collaboration with brand and digital marketing for the development of campaign assets and deliverables. Sales marketing analytics ownership, providing ongoing reporting back to marketing and sales leadership, in collaboration with the head of digital, brand and SEM Advise marketing managers across the team on optimal go to market strategy and how best to enable their marketing initiatives for sales teams. Partner with field marketing leader on regional sales marketing initiatives, campaigns and opportunities to broaden/nationalize across regions. Lead the marketing plan for joint sales initiatives between NFP Aon, Connected Value. Collaborate with Sales Enablement on the creation of templated sales outreach, Sales Enablement kits, and ways to optimize producer marketing. Support of the sales and marketing tech stack, and how to optimize usage of tools Support integrated sales campaigns partnering with corporate development teams. Parter with sales enablement to establish, maintain and audit the lead handoff process from NFP.com and other campaigns. Manage and coach the sales marketing manager, who will report directly into this role. Knowledge, Skills, and/or Abilities: Understanding of the sales process and stages of the buyer's journey. Marketing plan/strategy/timeline development Previous Experience with These Tools or Similar Equivalent: Salesforce CRM Pardot - Marketing Automation Platform SalesLoft - Sales Engagement Platform LinkedIn Sales Navigator Event Marketing Management Industry Sponsorship Marketing Management Understands marketing project management process, workflow, and routing between client, brand and stages of creative production. Excellent oral and written communication skills Excellent working knowledge of Microsoft Excel, Word, Outlook, and PowerPoint Education and/or Experience: A Bachelor's degree in marketing, journalism, or related field 8-10+ years of marketing experience Certificates, Licenses, Registration: N/A What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $90,000 to $126,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr

You Lead the Way. We've Got Your Back. With the right backing, businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities, and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally. At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague is able to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard, and feels like they belong. Overview of the Business: Global Commercial Services (GCS) is the leading payment issuer and partner for businesses with products and services that help them grow and run their businesses. The GCS Product Analytics team plays a pivotal role within the GCS Products organization by providing advanced analytics and statistical methodologies to drive deep insights into client behavior. Our mission is to inform and shape product strategies and deliver connected, personalized experiences that foster deeper client engagement and drive sustainable, profitable growth. How will you make an impact in this role? The Director, Business Banking Analytics will lead a global team in deploying analytics to drive growth and customer engagement across the American Express Business Banking portfolio. This critical role will serve as a key partner to Business Banking Product leadership, delivering data-driven insights that inform product strategy, enhance engagement and retention, drive feature adoption, and strengthen cross-product integration across the banking portfolio. This role represents a unique opportunity to leverage applied quantitative experience to directly shape business strategy and requires a high level of expertise in driving decisions backed by data insights, deploying advanced predictive and statistical methodologies, leading strategic analytics, and designing scalable data assets. The ideal candidate will bring a unique balance of technical skills combined with a strategic mindset and the ability to communicate effectively. They will be able to work in white space with unstructured problems and build successful partnerships with a large variety of teams and business units to identify opportunities and influence outcomes. Responsibilities: * Translate business problems and lead analytical workstreams that inform product strategy, customer growth initiatives, retention, and money movement optimization leveraging advanced analytical techniques including clustering, machine learning, and statistical analysis * Lead strategy and execution for creation of business banking transaction and customer data assets including migration of source data to cloud environment and design of sustainable, optimized data structure * Oversee end to end Business Banking performance reporting, including defining, forecasting, and measuring key performance metrics * Model business impact of banking product features and advise senior leadership on product roadmap decisions Design, launch, and measure tests to drive product engagement, increasing deposits and primary account usage; Build analytical frameworks for robust measurement when clear A/B testing doesn't exist Identify and build behavior-based segmentation to provide insights into customer behavior and drive recommendations for business priorities Serve as subject matter expert for business banking portfolio performance, leading regular product performance reviews for banking leadership Manage and prioritize demands for data, ad hoc analytics, and reporting from multiple stakeholders, reallocating resources as necessary to ensure alignment with business priorities Provide leadership and coaching to a team of high-performing analytics colleagues as well as the analysts and managers on the broader Analytics team in areas such as application of advanced analytical concepts, test design, and effective presentation Minimum Qualifications: * Relevant professional experience including extensive experience in hands-on analytical role(s) leveraging data to drive decisions, translate operational performance into financial implications, and influencing business strategies * Strong curiosity and initiative in tackling complex business analysis; dives deeply into the data, relentlessly pursues its meaning, and how these insights can drive business performance * Excellent written and verbal communication skills with the ability to explain technical concepts and analytics-driven findings to non-technical stakeholders, and to explain business processes, concepts, and issues to technical resources * Proven track record translating business problems into data strategies and solutions, leading complex, multi-stage analytical workstreams, and advising senior leadership on data-based insights * Good understanding of banking economics and performance drivers with proven success in driving business results via strategic analysis. * Team player with proven ability to influence and collaborate with others across all levels of an organization * Proven track record effectively managing priorities across multiple senior level keyholders and influencing stakeholders across all levels of organization * Proven ability to lead and develop team of product analysts, providing leadership and coaching to the team in areas such as application of advanced analytical concepts, sustainable data models, and effective presentation * Experience building sustainable data assets using cloud-based analytical tools, querying languages, and visualization software (e.g., SQL, Python, Databricks, Tableau) * Bachelor's degree preferably in a quantitative field (e.g. statistics, engineering, math, science, economics, etc.) Preferred Qualifications: * At least 9 years of relevant professional experience in hands-on analytical role(s) leveraging data to drive decisions, translate operational performance into financial implications, and influence business strategies; Financial services experiences is a plus * Advanced degrees preferably in a quantitative field (e.g. statistics, engineering, math, science, economics, etc.) * Expertise in data science and advanced analytical techniques including clustering, machine learning, and statistical analysis Salary Range: $144,250.00 to $256,250.00 annually + bonus + equity (if applicable) + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Depending on factors such as business unit requirements, the nature of the position, cost and applicable laws, American Express may provide sponsership for certain positions.

**You Lead the Way. We've Got Your Back.** With the right backing, businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities, and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally. At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague is able to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard, and feels like they belong. **Overview of the Business:** Global Commercial Services (GCS) is the leading payment issuer and partner for businesses with products and services that help them grow and run their businesses. The GCS Product Analytics team plays a pivotal role within the GCS Products organization by providing advanced analytics and statistical methodologies to drive deep insights into client behavior. Our mission is to inform and shape product strategies and deliver connected, personalized experiences that foster deeper client engagement and drive sustainable, profitable growth. **How will you make an impact in this role?** The Director, Business Banking Analytics will lead a global team in deploying analytics to drive growth and customer engagement across the American Express Business Banking portfolio. This critical role will serve as a key partner to Business Banking Product leadership, delivering data-driven insights that inform product strategy, enhance engagement and retention, drive feature adoption, and strengthen cross-product integration across the banking portfolio. This role represents a unique opportunity to leverage applied quantitative experience to directly shape business strategy and requires a high level of expertise in driving decisions backed by data insights, deploying advanced predictive and statistical methodologies, leading strategic analytics, and designing scalable data assets. The ideal candidate will bring a unique balance of technical skills combined with a strategic mindset and the ability to communicate effectively. They will be able to work in white space with unstructured problems and build successful partnerships with a large variety of teams and business units to identify opportunities and influence outcomes. **Responsibilities:** + Translate business problems and lead analytical workstreams that inform product strategy, customer growth initiatives, retention, and money movement optimization leveraging advanced analytical techniques including clustering, machine learning, and statistical analysis + Lead strategy and execution for creation of business banking transaction and customer data assets including migration of source data to cloud environment and design of sustainable, optimized data structure + Oversee end to end Business Banking performance reporting, including defining, forecasting, and measuring key performance metrics + Model business impact of banking product features and advise senior leadership on product roadmap decisions + Design, launch, and measure tests to drive product engagement, increasing deposits and primary account usage; Build analytical frameworks for robust measurement when clear A/B testing doesn't exist + Identify and build behavior-based segmentation to provide insights into customer behavior and drive recommendations for business priorities + Serve as subject matter expert for business banking portfolio performance, leading regular product performance reviews for banking leadership + Manage and prioritize demands for data, ad hoc analytics, and reporting from multiple stakeholders, reallocating resources as necessary to ensure alignment with business priorities + Provide leadership and coaching to a team of high-performing analytics colleagues as well as the analysts and managers on the broader Analytics team in areas such as application of advanced analytical concepts, test design, and effective presentation **Minimum Qualifications:** + Relevant professional experience including extensive experience in hands-on analytical role(s) leveraging data to drive decisions, translate operational performance into financial implications, and influencing business strategies + Strong curiosity and initiative in tackling complex business analysis; dives deeply into the data, relentlessly pursues its meaning, and how these insights can drive business performance + Excellent written and verbal communication skills with the ability to explain technical concepts and analytics-driven findings to non-technical stakeholders, and to explain business processes, concepts, and issues to technical resources + Proven track record translating business problems into data strategies and solutions, leading complex, multi-stage analytical workstreams, and advising senior leadership on data-based insights + Good understanding of banking economics and performance drivers with proven success in driving business results via strategic analysis. + Team player with proven ability to influence and collaborate with others across all levels of an organization + Proven track record effectively managing priorities across multiple senior level keyholders and influencing stakeholders across all levels of organization + Proven ability to lead and develop team of product analysts, providing leadership and coaching to the team in areas such as application of advanced analytical concepts, sustainable data models, and effective presentation + Experience building sustainable data assets using cloud-based analytical tools, querying languages, and visualization software (e.g., SQL, Python, Databricks, Tableau) + Bachelor's degree preferably in a quantitative field (e.g. statistics, engineering, math, science, economics, etc.) **Preferred Qualifications:** + At least 9 years of relevant professional experience in hands-on analytical role(s) leveraging data to drive decisions, translate operational performance into financial implications, and influence business strategies; Financial services experiences is a plus + Advanced degrees preferably in a quantitative field (e.g. statistics, engineering, math, science, economics, etc.) + Expertise in data science and advanced analytical techniques including clustering, machine learning, and statistical analysis **Qualifications** Salary Range: $144,250.00 to $256,250.00 annually bonus equity (if applicable) benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Depending on factors such as business unit requirements, the nature of the position, cost and applicable laws, American Express may provide sponsership for certain positions. **Job:** Data Mgmt and Analytics **Primary Location:** US-New York-New York **Other Locations:** US-Georgia-Atlanta **Schedule** Full-time **Req ID:** 26000267

A leading financial services firm in California is searching for a Senior Product Marketing Manager to drive product adoption within the title and escrow industry. This role will be responsible for developing go-to-market strategies, creating marketing collateral, and ensuring client enablement while working closely with various teams. Ideal candidates should have over 5 years of product marketing experience and a Bachelor's degree in a related field. The estimated pay range for this position is $126,100 to $168,125 annually. #J-18808-Ljbffr

A leading financial services firm in New York seeks a Category Management Director to manage sourcing and supplier management objectives. The role requires over 7 years of experience in sourcing and contract negotiation, along with excellent analytical and communication skills. Responsibilities include guiding the category management team and developing strategic sourcing plans. The firm offers competitive salaries and diverse benefits aimed at employee well-being. #J-18808-Ljbffr

A global financial services company seeks a Director for Typology Investigations & Strategic Analysis to lead AML and fraud risk investigations in Denver, Colorado. The ideal candidate will have extensive experience in financial services, proficiency in analytical tools, and a strong background in compliance. You will oversee high-impact investigations, enhance risk mitigation strategies, and collaborate with various departments. This role promises professional growth within a diverse and innovative team, with competitive compensation and a comprehensive benefits package. #J-18808-Ljbffr

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.

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.

Fixed Income Product - Investment Director - Emerging Markets page is loaded## Fixed Income Product - Investment Director - Emerging Marketslocations: Boston, MA, United Statestime type: Full timeposted on: Posted 2 Days Agojob requisition id: R93298# **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.# # About the RoleWe are currently seeking to recruit an individual to join our Fixed Income Investment Products and Strategies team as an Investment Director (Product Specialist/Client Portfolio Manager). The successful candidate will help lead business and marketing strategy, and act as investment representative for the firm's fixed income business in in the US and other locations as needed, and in addition will help to ensure the integrity of our investment and risk management processes. This role requires developed skills in marketing strategy, communication, portfolio analysis, and a solid foundation in investments. The successful candidate will be a flexible problem solver, with a can-do attitude, who is willing and able to take ownership of issues. They will work closely with members of the Business Development & Relationship Management Group, Fixed Income Portfolio Management, and other functional areas across the firm. This position will be based in Boston.# Responsibilities## Portfolio Development & Marketing* Contribute to the growth of the Fixed Income business by engaging with clients, prospects, and consultants;* Assess business opportunities, and develop products and solutions where there is high potential;* Create and implement marketing strategy, marketing materials, and investment guidelines;* Represent portfolio managers and explain investment processes and portfolios to audiences that range widely in sophistication levels;* Educate and consult with internal colleagues, clients and consultants on markets and portfolios;* Differentiate and position strategies relative to those of competitors;* Develop close working relationships with Business Development & Relationship Management colleagues.## Investment Integrity and Risk Management* Oversee the investment and risk integrity of our portfolios on behalf of clients:* Set appropriate client expectations for performance in various market environments;* Identify investment and operational risk issues and recommend process improvements.* Manage risks to the firm in the course of business, and client negotiations.## Business Partner to Investment Teams* Contribute actively to product development processes;* Vet business opportunities in the context of the broader book of business;* Work with the Business Development & Relationship Management Group on fixed income business* Manage and lead the resolution of internal business issues associated with portfolios and solutions.# QualificationsThe successful candidate is likely to have:* A strong academic background, ideally including a post-graduate qualification (e.g. MBA or CFA);* 8+ years of related professional experience, ideally gained within the Asset Management industry, or institutional investment consulting;* Excellent written, oral and interpersonal communication skills;* A strong fixed income background: portfolio management and/or product management experience preferred* Strong business judgment;* Excellent quantitative and problem-solving skills, and ability to synthesize risk and perform attribution analysis;* The ability to work independently and in a team environment, and to manage multiple priorities;* Creativity, attention to detail and leadership skills;* The willingness to develop knowledge of non-traditional instruments and complex investment strategies;* A willingness to travel.* CFA RequiredNot sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law***.* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ************************************.*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 120,000 - 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. #J-18808-Ljbffr

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

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: As director of Sales Marketing, this role will be dedicated to driving marketing initiatives for NFP's sales organization in North America. The primary focus of this role is to develop the marketing component of go-to-market strategies, drive large-scale sales initiatives across the company, and lead our portfolio of sales marketing campaigns including the oversight of impact reporting. Working across our marketing team, this role will help facilitate the development of external revenue-driving campaigns and activities, as well as internal education for our sales force. In addition, you will support collaborate with our Chief Sales Officer, corporate development, sales enablement and sales operations teams. This role is critical in connecting our sales and marketing teams, and thus it is important that they have a strong understanding of both the marketing and sales process. Essential Duties and Responsibilities: Lead role responsible for supporting, collaborating and driving sales marketing initiatives for our sales organization in the US and Canada. Key point of contact for Sales Operations team, including the CSO, distribution, sales enablement, producer recruiting and corporate development teams. Strategic owner of sales marketing campaigns, including: Oversee and track full portfolio of campaigns and ongoing measurement of impact. Go to market strategy development Lead discussions with core team to identify target audience, market, value prop, and making a recommendation on marketing approach Identify KPIs Collaboration with brand and digital marketing for the development of campaign assets and deliverables. Sales marketing analytics ownership, providing ongoing reporting back to marketing and sales leadership, in collaboration with the head of digital, brand and SEM Advise marketing managers across the team on optimal go to market strategy and how best to enable their marketing initiatives for sales teams. Partner with field marketing leader on regional sales marketing initiatives, campaigns and opportunities to broaden/nationalize across regions. Lead the marketing plan for joint sales initiatives between NFP Aon, Connected Value. Collaborate with Sales Enablement on the creation of templated sales outreach, Sales Enablement kits, and ways to optimize producer marketing. Support of the sales and marketing tech stack, and how to optimize usage of tools Support integrated sales campaigns partnering with corporate development teams. Parter with sales enablement to establish, maintain and audit the lead handoff process from NFP.com and other campaigns. Manage and coach the sales marketing manager, who will report directly into this role. Knowledge, Skills, and/or Abilities: Understanding of the sales process and stages of the buyer's journey. Marketing plan/strategy/timeline development Previous Experience with These Tools or Similar Equivalent: Salesforce CRM Pardot - Marketing Automation Platform SalesLoft - Sales Engagement Platform LinkedIn Sales Navigator Event Marketing Management Industry Sponsorship Marketing Management Understands marketing project management process, workflow, and routing between client, brand and stages of creative production. Excellent oral and written communication skills Excellent working knowledge of Microsoft Excel, Word, Outlook, and PowerPoint Education and/or Experience: A Bachelor's degree in marketing, journalism, or related field 8-10+ years of marketing experience Certificates, Licenses, Registration: N/A What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $90,000 to $126,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr

"I can succeed as a Equity Investment Strategist at Capital Group" Role summary: The Investment Strategist will work closely with the Investment Group to help shape and influence the use of derivatives in CG's investment portfolios. The role will work directly with Portfolio Managers to look at risk and consider how best to manage it. Focus of the role will involve derivative usage considerations across different currencies and products, and the creation of new analysis to support market themes. The Investment Strategist will act as subject matter expert and proactive educator of derivatives internally and will also regularly liaise between the Investment Group and other functions such as Operations, Legal, Compliance, and Risk for special projects. "I am the person Capital Group is looking for" You work directly with Portfolio Managers to look at risk and consider how best to manage it. Focus of the role will involve derivative usage considerations across different currencies and products, and the creation of new analysis to support market themes. Utilize derivatives to support the setup of equitization and hedging overlays and strategies to drive more efficient investments and market views for Portfolio Managers. You act as subject matter expert and proactive educator of derivatives internally. Stay abreast of external key derivative trends and act as a subject matter expert. Educate internal shareholders by developing derivative education materials and lead office workshops across the organization. Conduct rigorous analyses. Propose and recommend new products based on diligent market research and understanding. You regularly liaise between the Investment Group and other functions such as Operations, Legal, Compliance, and Risk for special projects. Partner closely with Portfolio Strategists and bring an ability to collaborate and develop relationships inside and outside the organization that enable effective completion of business objectives. Work seamlessly with investors to help them build fluency with internal teams such as Operations, Legal, Compliance, and Risk to support their objectives and ensure the effective dissemination of derivative related information. Skills/qualifications: You should have 5-10 years of equity derivative market experience. You have previously work experience within Equity Derivative Sales, Equity Derivative Trading and or Equity Derivative Risk is preferred. You demonstrate intellectual curiosity and analytical skills in areas of high complexity. You demonstrate the ability to collaborate and work effectively as part of a team. You demonstrate the ability to identify, assess, respond to and escalate risks or potential risks encountered through day-to-day activities. You demonstrate effective written and oral communication skills with a diverse group of associates and senior business leaders. You demonstrate initiative by identifying issues and recommending solutions. You demonstrate sound judgment in resolving matters of high complexity. You exhibit knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here. * Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. About this Position This newly created role is pivotal in driving substantial growth for Global Distribution through deeper integration of our Individual Investor (II) and Retirement Plan Services (RPS) experiences and channels. Your role will be instrumental in developing participant sub-segmentation strategies, creating compelling offers, and building low-friction experiences to create significant value for our clients (Retail Investors, participants, Sponsors and Advisors) and our firm. You will have the opportunity to learn and grow by working closely with the II and RPS leadership teams. The role offers a platform to develop skills in market segmentation, offer development, and channel integration strategies. Successful candidates will demonstrate strategic thinking and the ability to translate business goals into actionable marketing plans. A data-driven mindset, excellent communication skills, and the ability to influence across organizational boundaries are essential. This is an exciting opportunity for individuals who are passionate about strategic marketing, data-driven decision-making, and cross-functional collaboration. Role Summary This role drives growth by deepening integration between Individual Investor (II) and Retirement Plan Services (RPS) experiences and channels. You will bridge strategy and execution to accelerate cross business engagement, improve client experiences, and position TRP as a holistic partner for retirement. Responsibilities Program Alignment with RPS Stakeholders: Align cross-functional teams on partnership scope, prioritized deliverables, and resource allocation Identify and partner with cross-functional teams to resolve integration barriers between channels Articulate value propositions for deeper II-RPS integration and package data to demonstrate results Ensure regulatory compliance across all initiatives Develop win-win strategies that balance client needs, TRP business objectives, and Plan Sponsor/Advisor priorities RPS Participant Sub-Segmentation Strategy: Develop targeted segmentation strategies that serve both II and RPS business objectives Identify high-value participant populations across key demographics and plan types Define and activate marketable audiences to drive cross-channel engagement Establish data access protocols between II and RPS platforms Offer Development and Execution: Evolve and expand consultation offers to broader RPS participant segments Create compelling offers tailored to identified participant sub-segment needs Integrate marketing initiatives within existing RPS channels Maintains records of key performance indicators/measurements that measure offer effectiveness and analyzes the data Low Friction Account Opening Process: Partner with CX peers to evaluate and develop streamlined account opening journeys for cross-over clients from RPS to II Enhance rollover and cross-over digital experiences that create seamless transitions between participant and retail investor journey Re-onboard cross-over clients to strengthen positioning of firm as a trusted partner across both retirement planning and broader investment needs Qualifications Required: Bachelor's degree in marketing, Business or related field or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience Proven experience in financial services marketing, preferably with knowledge of both retirement plans and retail investment services Strong strategic thinking with the ability to translate business goals into actionable marketing plans Experience developing cross-channel acquisition strategies and customer journey mapping Data-driven approach with ability to leverage analytics to inform targeting and measure effectiveness Excellent communication skills and ability to influence across organizational boundaries Experience with financial wellness and education marketing in a retirement context Preferred: Experience working on new capabilities in a medium to large sized corporate setting MBA FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $96,500.00 - $164,000.00 for the location of: Maryland, Colorado, Washington and remote workers $105,000.00 - $180,000.00 for the location of: Washington, D.C. $120,000.00 - $205,000.00 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: Competitive compensation Annual bonus eligibility A generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy Paid time off for vacation, illness, medical appointments, and volunteering days Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.