Advisor Segment Marketing Manager


Date: Feb 8, 2019

Location: New York, NY, US

Company: New York Life Insurance Co

New York Life Investments (NYLIM), an indirect, wholly owned subsidiary of New York Life Insurance Company, is a top 25 global asset management firm. With more than $500 billion in assets under management, NYLIM is a premier investment management firm serving a variety of client segments including retail, institutional, insurance and defined contribution and benefit on a global basis. New York Life Investments offers a diverse set of investment capabilities ranging from traditional equity and fixed income to alternative investment strategies and multi-asset solutions. Renowned for its premier investment acumen and client focus, NYLIM’s vision is to be one of the most trusted providers of investment management expertise and long-term financial security.


This role is responsible for assisting with the planning, execution and measurement of marketing communications strategies and programs utilizing a variety of tactics to drive customer acquisition and retention of advisors. Typical campaigns include one or more of the following components: digital and print advertising, web, direct mail, email, webcasts, paid search, search engine optimization, and proprietary and 3rd party events. This position partners with cross functional teams including product marketing, sales, strategy, product development, brand/advertising, compliance and legal. This role also requires working extensively with external agencies and internal partners in developing messaging, positioning, and strategic plans.  This person will perform project management and program effectiveness tracking for a variety of marketing projects and will present to management on the learnings, and results from these marketing initiatives.


General Marketing Responsibilities

  • Assist in the creation and execution of integrated marketing campaigns aligned with key client firms’ sales strategy & messaging
  • Provides support in developing regular communications and reporting for key business partners in the TPD sales channel and strategy teams
  • Ensure marketing executions adhere to firm messaging guidelines
  • Develop and manage customized marketing collateral for key client firms
  • Track TPD retail sales marketing budgets
  • Help drive event and conference sponsorship strategy, planning and execution in conjunction with support from sales and the events team
  • Execute campaigns designed to grow the marketable database across client channels (using client data packs and opportunity analytics)
  • Lead research efforts to evaluate competitive landscape and provide insights and recommendations to broader marketing team
  • Planning and execution of client webcast events
  • Oversee the management of marketing compliance requirements with our key client firms


Skills & Qualifications

  • Ideal candidate will have a mix of traditional and digital marketing experience with an eagerness to learn and drive new marketing strategies
  • 3+ years minimum marketing related experience; investment experience preferred with advisor client experience a plus  
  • Strong project management skills and a deep understanding of web content and relationship marketing (direct mail and email)
  • Previous experience executing integrated marketing campaigns and using data to accurately measure results and identify opportunities to optimize future campaigns
  • Experience developing event strategies (internal and external) and ability to design and oversee the execution of a first-class client experience
  • Investment/financial knowledge – ideally exchange traded funds, active mutual funds, and alternative investments
  • Strong analytical, communication and presentation skills
  • Highly effective in forging working relationships with team members and senior leaders
  • Adaptive thinking with a focus on objectives
  • Able to work in a fast-paced dynamic environment, drive key initiatives, manage projects simultaneously and meet deadlines
  • Creative and self-motivated individual who works collaboratively in a high performance, team environment
  • BA/BS
  • Experience working for a brokerage, bank, investment manager, consultant, insurer, or pensions/endowment a big plus





If you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: (212) 576-5811.


Job Segment: Marketing Manager, Manager, Banking, Equity, Marketing, Management, Finance