At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.
The Marketing Manager – Wealth & Institutional Services at FNBO plays a pivotal role in shaping the marketing and communications strategies that drive measurable business outcomes across FNBO’s Wealth and Institutional segment. In this role, you’ll be responsible for translating business objectives into strategic marketing plans and delivering high-impact campaigns that influence desired client and prospect behaviors, accelerate growth, and strengthen brand equity.
Through hands-on campaign leadership and close partnership with business leaders, key stakeholders, and Marketing Centers of Excellence, you’ll ensure the successful execution and optimization of marketing initiatives aligned to FNBO’s core objectives: building, enhancing, and protecting the brand; acquiring new clients; deepening existing relationships; and improving marketing effectiveness and efficiency.
Working closely with Marketing Leadership, Business Leadership, and Centers of Excellence, you’ll lead campaign strategy, messaging and offer development, and data-driven performance analytics to continually refine approaches based on market insights and financial outcomes.
About This Role:
Job Specific Responsibilities/Accountabilities:
Strategic Business Partnership
- Serve as day-to-day marketing liaison to Business Leadership for assigned lines of business
- Translate business objectives into actionable marketing strategies with defined success metrics
- Contribute insights and recommendations to strategic planning discussions
- Present strategic recommendations and performance insights to senior stakeholders
Marketing Strategy & Planning
- Contribute to end-to-end marketing and communications strategy for assigned product lines
- Develop detailed tactical plans for lifecycle marketing approaches spanning awareness, acquisition, engagement, and retention based on strategic direction
- Help define customer segmentation, targeting strategies, and messaging frameworks
- Build integrated campaign plans across channels (digital, direct mail, email, events, etc.) that bring strategic vision to life
Campaign Ownership & Execution
- Own end-to-end campaign execution for strategic initiatives, working with Project Managers support for coordination of campaign deliverables
- Lead campaign briefings with Centers of Excellence to ensure strategic intent is maintained and executional excellence is achieved
- Make real-time optimization decisions during campaign flight to maximize performance
- Maintain hands-on involvement in critical campaign elements including targeting, messaging, offer structure, creative development, and channel deployment
- Manage day-to-day campaign operations including troubleshooting, vendor and/or Project Manager coordination, and quality assurance
- Drive continuous improvement through in-flight testing and optimization
Growth & Performance Management
- Track and report against marketing KPIs and growth objectives in alignment with business targets
- Manage campaign budgets and contribute to marketing P&L and ROI analysis for assigned portfolios
- Conduct ongoing performance analysis and recommend strategic optimization based on data insights
- Develop and execute testing agendas to continuously improve campaign effectiveness within established strategic frameworks
- Identify performance trends and opportunities
Cross-Functional Leadership
- Partner with Project Managers and Centers of Excellence to ensure flawless campaign execution and on-time delivery
- Collaborate with Analytics to leverage customer insights and predictive modeling for tactical application
- Work with Product teams to align marketing strategies with product roadmaps and strategic direction
- Direct creative development with Centers of Excellence, ensuring brand consistency and strategic alignment
- Serve as primary point of contact for business unit, operational marketing questions (working through the project manager) and execution details
Market Intelligence
- Monitor competitive landscape and industry trends
- Incorporate customer research and behavioral insights into strategy
- Identify new opportunities for customer acquisition and portfolio growth
Key Skills:
Strategic Marketing Leadership
- Proven ability to translate strategic direction into detailed plans that drive business results
- Experience executing multiple campaigns simultaneously while maintaining strategic alignment
- Strong execution mindset with ability to balance strategic thinking with hands-on implementation
Financial & Analytical Acumen
- Strong ROI orientation with experience managing campaign budgets and contributing to P&L analysis
- Ability to analyze complex data sets and translate insights into tactical optimizations and strategic recommendations
- Proficiency with marketing analytics tools and performance dashboards
Business Partnership
- Experience working directly with senior business leaders as a strategic partner
- Ability to influence without authority and build consensus across stakeholders
- Strong presentation and communication skills
Customer-Centric Thinking
- Deep understanding of customer journey mapping and lifecycle marketing
- Experience with segmentation, personalization, persona, and behavioral targeting
- Knowledge of acquisition funnel optimization
Execution Excellence
- Ability to balance strategic thinking with hands-on execution
- Experience managing multiple campaigns simultaneously
- Results-oriented with strong project ownership
- Comfortable working in both strategic and tactical capacities
The Ideal Candidate for This Role:
Minimum Qualifications
Required:
- Bachelor's degree in Marketing, Business, or related field
- 5-7+ years of marketing experience with demonstrated execution excellence and strategic impact
- MUST HAVE -> Investment industry experience in a B2B setting< (institutional financial services experience preferred)
- Proven track record of driving measurable business outcomes through marketing and communications strategies
- Experience managing compliance review processes for investment-related marketing content
- Experience with marketing analytics, campaign performance measurement, and ROI analysis
- Strong financial acumen and budget management experience
- Ability to work in fast-paced environment with multiple stakeholders
Desired:
- Experience with CRM platforms and marketing automation tools
- Experience with account-based marketing (ABM) strategies and tools
- MBA or advanced degree
- Familiarity with digital marketing channels and attribution modeling
- Previous experience in asset management, investment banking, or institutional financial services marketing
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $81,662.00-$134,741.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work in a hybrid capacity, balancing in-person collaboration three (3) days a week with remote flexibility two (2) days a week. As part of our team, you'll experience the energy and relationship-building of face-to-face collaboration while still enjoying the flexibility of remote workdays. We provide the tools and technology to ensure seamless transitions between work environments, supporting your productivity wherever you are. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/ .
For additional information regarding compensation and benefits, e-mail FNBO at [email protected] . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20261142
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
