Top 17 Wealth advisory manager Jobs in Cincinnati Oh

Sr. Marketing Manager, Wealth (Cincinnati-Hybrid)
First Financial Bank —Cincinnati, OH
- $94,000 - $112,000 a year
- Full-time
- Marketing
- Office
- 8 years
- Paid training
Prospect Research Manager
MOUNT ST JOSEPH UNIVERSITY —Cincinnati, OH
- Full-time
- Mid-level
- 3 years
- Analysis skills
- Health savings account
- Paid holidays
Key Private Bank Relationship Manager
KeyBank National Association —Cincinnati, OH
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- CPA
- Writing skills
- Data analysis skills
Private Equity Mergers & Acquisitions Strategy & Diligence Manager
Deloitte —Cincinnati, OH
- $155,600 - $306,800 a year
- Full-time
- Up to 50% travel
- Bachelor's degree
- Doctor of Philosophy
Research Analyst - Real Assets
FEG —Cincinnati, OH
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Wealth Management Advisor
U.S. Bank National Association —Cincinnati, OH
- $65,000 - $80,200 a year
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Senior Tax Manager
Current —Cincinnati, OH
- $150,000 - $200,000 a year
- Full-time
- CPA
- Research
- Office
- Paid holidays
- Disability insurance
Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager
Deloitte —Cincinnati, OH
- $189,200 - $372,900 a year
- Full-time
- 6 years
- Up to 50% travel
- Data analysis skills
Tax Manager
Cerity Partners —Cincinnati, OH
- $125,000 - $175,000 a year
- Email
- Hybrid work
- 7 years
- CPA
- Master's degree
- Commuter assistance
- Dental insurance
Middle Market Banking Leader - OH
Truist Bank —Cincinnati, OH
- $200,000 - $283,990 a year
- Full-time
- English
- Office
- Bachelor's degree
- AD&D insurance
- Paid holidays
Senior Research Analyst - Private Equity
FEG —Cincinnati, OH
- Microsoft Excel
- Mid-level
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply
11d
Senior Manager | Sales Reinvention | Insurance
Accenture —Cincinnati, OH
- $122,700 - $317,200 a year
- Full-time
- 5 years
- US work authorization
- Military encouraged
- Paid holidays
- Disability insurance
Private Bank Wealth Advisor III
Huntington Bank —Cincinnati, OH
- Full-time
- Office
- Business development
- Bachelor's degree
Private Bank Wealth Advisor II
Huntington Bank —Cincinnati, OH
- Full-time
- Bachelor's degree
- Senior level
- Communication skills
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
8d
Financial Analysis, Associate
JPMorganChase —Columbus, OH
Perform variance analysis to understand the key drivers of the financials and provide commentary explaining changes from prior forecasts/budgets.

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Sr. Marketing Manager, Wealth (Cincinnati-Hybrid)

First Financial Bank -
Cincinnati, OH

Apply Now

Job Details

Full-time
$94,000 - $112,000 a year

Benefits

Paid training

Qualifications

Vendor relationship management
Vendor communication
Leading team collaboration initiatives
Media buying and planning
Marketing agency experience
Channel management

Full Job Description

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

The Senior Marketing Manager plays a critical role in the successful achievement of Yellow Cardinal Advisory Group, Yellow Cardinal Private Client, Yellow Cardinal Brokerage Services, and Yellow Cardinal Mergers & Acquisitions, all First Financial companies. This person is a strategic, creative, high capacity and organized with strong skills in both traditional and digital marketing functions. The Sr. Marketing Manager will play a critical role in both the overarching strategic as well as execution of customer acquisition, retention, and expansion goals through the development of go-to-market strategies, campaigns, sales enablement, client engagement, lead generation, content, media, advertising, and evaluating ROI and success of these critical marketing activities. The Manager will effectively work with line of business partners, cross-functional team members, supplies, and vendors to ensure all components are aligned with key organization goals and meet marketing and bank objectives for accuracy, as well as maximizing channel revenue growth, while balancing scope and quality.

Essential Functions/Responsibilities

Partner with Chief Marketing Officer and the Marketing Leadership team to research and understand opportunities for improved achievement of bank goals and strategies
Develop key marketing strategies to achieve critical bank goals
Understand and work closely with line of business leadership and sales teams to design effective
Creative: Experience with guiding creative development both internal and external. Ability to oversee and provide primary direction to creative agencies and partners
Strong project management skills – Must be able to self-motivate and see projects through from start to finish among multiple priorities.
Oversee external mass media execution with agency partners and appropriate members of Marketing Leadership team
Oversee projects and campaigns throughout the project lifecycle – from initial planning, through execution and analysis
Lead collaborative efforts between internal resources, cross-departmental peer and external partners
Partner with Digital Marketing Managers to ensure digital creative execution effective and aligned with overall marketing efforts
Provide analysis of marketing efforts
Supports lead management efforts with research, analysis and reporting in related market research areas, targeted segmentation and brand strategies that’s aligned with company goals.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

Minimum 8 - 10 years hands on experience in leading marketing creative, campaigns and strategic marketing plans to achieve key organizational goals
Strategic thinker and performer with strong planning capabilities and proven track record in delivering best practices to drive efficiency
Adaptable to and comfortable with ever-changing business demands. Takes initiative to work through ambiguity and effectively solve problems.
Strong interpersonal and team collaboration skills, and demonstrated ability to build positive business relationships and partnerships
Proven leadership with the ability to collaborate with others
Experience managing external marketing vendor partnerships and managing marketing agencies
Familiarity with media planning, placement, analysis and creative development in support
Strong creative and communication skills – both written and verbal
Experience with a managed industry (insurance, finance, wealth management, etc.) a plus
Bachelor’s degree or commensurate experience in Marketing or related field

Preferred Knowledge and Skills

Experience with a managed industry, Wealth Management, Finance, Insurance, Banking, etc. a plus
MBA in Marketing or related field
Experience with Salesforce CRM, Adobe Analytics, and/or Lead Platforms a plus

Level of Complexity and Scope

Moderately complex decisions on a regular basis
Fast-paced environment with changing demands and priorities

Degree of Independence and Decision-Making

Works with limited supervision
Follows established guidelines with ability to deviate as deemed appropriate.
Uses subject matter expertise to advise others
Demonstrated ability to collaborate with senior leadership across the company

Required Supervisory Responsibilities

No supervisory responsibilities

Physical Requirements

Frequently sits
Occasionally stands and walks
Ability to navigate a typical office environment
Occasionally lifts and carries up to 20 lbs

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

Pay Scale

$94,000 - $112,000/annually

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

Apply Now

Refine Your Search

wealth advisory manager jobs in cincinnati oh

Sr. Marketing Manager, Wealth (Cincinnati-Hybrid)

Prospect Research Manager

Key Private Bank Relationship Manager

Private Equity Mergers & Acquisitions Strategy & Diligence Manager

Research Analyst - Real Assets

Wealth Management Advisor

Senior Tax Manager

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager

Tax Manager

Middle Market Banking Leader - OH

Senior Research Analyst - Private Equity

Senior Manager | Sales Reinvention | Insurance

Private Bank Wealth Advisor III

Private Bank Wealth Advisor II

Relationship Manager – Private Wealth & Tax Solutions

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