Skip navigation

Marketing Manager - Financial Services

Los Angeles, CA (Hybrid)


Placement Type:


Salary (USD):

$60 - $65 per hour

Start Date:


Our well known Financial Services client is looking for a talented Marketing Manager to come join their team!

This role is hybrid 3 days per week in their LA office.

Role summary: This role will execute on business priorities for the Institutional pod or delivery team and acts as one of the primary marketing interfaces to the Institutional client segment team. Helps to define the marketing strategy for their area of responsibility with senior business leaders and ensures execution is aligned to marketing and business objectives. Builds a broad and deep understanding of the business landscape, the audience(s) and client(s) served, the competitive environment and marketing best practices.


Primary responsibilities/essential functions:

-Establishes the business priorities for the institutional audience by working with client segment teams, business groups, and senior leaders.

-Defines the business problem by partnering with senior leaders (as appropriate) to develop the situation assessment, identify business opportunities to crisply define the problem to solve. A solid understanding of our industry, business model and competitive positioning is required to achieve this.

-Develops and implements the overall marketing strategy for the target audience to achieve the desired change in audience behavior or attitudes.

-Partners with marketing research, sales and product teams to develop powerful audience insights that drive the achievement of business objectives. Maintains knowledge of research and in-field techniques to develop the customer empathy required to distill the insight.

-Translates business opportunity into marketing actions by developing the marketing brief from which the go-to-market plan will be developed.

-Partners with cross-functional marketing team to develop and deploy marketing programs aligned to the business objectives and strategies by leading an agile team and delivering via agile methodologies and practices.

-Translates business problems into creative direction by developing a focused brief. Evaluate creative via this brief and be able to provide effective and constructive creative feedback during creative development.

-Creates strong stakeholder relationships with leaders in marketing and the client segment team.

-Leads the establishment and the delivery of campaign reporting and overall segment analysis for the target audience.

-Measures audience engagement with marketing efforts

-Tracks and records changes in attitudes or behaviors over time

-Uses data to design and adapt marketing activities in real time to maximize success. Course- corrects marketing activities to achieve audience goals.

-Determines ROI of marketing activities

-Performs additional responsibilities as assigned.

-Demonstrates good knowledge of current marketing technology, tools and digital channels, including

social media, search, content marketing.

-Must have 7 years of experience in marketing, with institutional asset management /and investment marketing experience strongly preferred.


The target hiring compensation range for this role is the equivalent of $60 to $65 an hour. Compensation is based on several factors including, but not limited to education, relevant work experience, relevant certifications, and location.
Additional benefits offered may include; medical health insurance and dental insurance, life insurance, and eligibility to participate in 401k plan with company match.

Client Description

This client is one of our largest financial services clients. But don’t let that stop you from reading further!

We place so many freelancers here who consistently tell us its one of the best places they’ve worked. Why? The teams, the culture, the management, and most recently, the client’s willingness to recognize that it was important to step up to the digital demands of the marketplace:

  • Transitioning their marketing structure to Agile methodology to be able to deliver valuable content to its audiences faster

  • They even followed this up with a floor remodel, to support the methodology, creativity & collaboration

We hear often that the constant here is change. The company is consistently trying new approaches that they think will improve not only their product offerings but the worklife as well. If you’re used to “going with the flow”, this is a great opportunity for you!

These are key elements to be able to walk away with and add to your resume, especially if you’re coming from a traditional marketing structure. What a great way to help transition your career in this trending direction!