Marketing Manager (SVP) – Retirement & Advisory Services

Firm Overview

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities, and our culture. Mesirow was also recently named one of the Best Places to Work by Crain’s Chicago Business and one of the Top 100 RIA Firms by Barron’s.

Mesirow Integrated Marketing and Communications (IMC) oversees the Mesirow brand, creating a unified, seamless experience for all key stakeholders, from clients and prospects to the media and the people of Mesirow. The team integrates marketing activity across mixes of tactics, channels, and media environments, ensuring consistent, client-centric messaging and shaping go-to-market strategy for our core businesses in Global Investment Management, Capital Markets & Investment Banking, and Advisory Services.

Role overview

The individual in this role will partner with Advisory Services business lines– Retirement Advisory Services, Fiduciary Solutions, and Wealth Management -- to develop and implement digital and traditional marketing strategies and initiatives that position the firm’s brand, capabilities, and products / services and support the acquisition, development and retention of high-value client relationships.

The individual in this role will partner closely with the business line leaders and their teams, Marketing colleagues, Information Technology and Compliance. The role is based in Mesirow’s Chicago headquarters, with some flexibility to work in the Highland Park office as needed.

Responsibilities

• Business line execution of marketing strategy: Partner with business leaders, their teams, and senior marketing leaders to help develop and implement go-to-market plans that support revenue generation, communicate vision and plans for growth and promote a unified brand. Focus on client experience with a “digital first” perspective, incorporating data-driven insights, marketing technology and tools inclusive of:
  • Email campaigns
  • Digital ad campaigns
  • Social media
  • Conference and events
  • Direct mail
  • Sponsorships
  • Collateral
     
• Thought Leadership: In collaboration with business line SMEs and Marketing Investment Communications Manager, develop thought leadership on strategic, secular themes that align with divisional capabilities, provide enhanced value to clients and can be disseminated across media channels (print, web, email, social media). Identify relevance of Advisory thought leadership to the broader Mesirow audience across teams including Global Investment Management and Investment Banking and coordinate with Marketing leaders to leverage strategically as relevant.
• Lead Generation: In collaboration with business lines, develop and implement innovative digital ad and email campaigns to drive lead generation for the businesses. Partner with sales to “follow” each lead through the entire sales cycle, and track campaign revenue ROI.
• Pipeline Development and Management Support | New Business Generation Support: Maintain an in-depth understanding of enterprise marketing technology platforms including Pardot, Salesforce, Hearsay, RFPIO and Red Oak and the value of efficient, automated workflow and centralized client and prospect databases. Help integrate database administration with Marketing strategies by serving as a liaison between the Advisory businesses, Marketing and IT. Collaborate with business leaders to proactively identify targeted opportunities for prospect and client relationship development.
• RFPs / DDQs / Client Questionnaires: Partner with subject matter experts across Advisory business lines and with Marketing Operations RFPIO “quarterback” to ensure world-class business development responses. Participate as senior resource as needed.
• Database Administration: Maintain an in-depth understanding of Salesforce (the centralized client and prospect database) and Pardot. Help integrate database administration with Marketing strategies by serving as a liaison between the businesses. Work within Salesforce to ensure contacts are consistently and accurately qualified for targeted marketing purposes. Maintain RFPIO database and tags for RFPs.
• Innovation and Best Practice Sharing: Collaborate with Capital Markets, Investment Banking and Global Investment Management Marketing colleagues to share synergistic content, best practices and marketing and communications initiatives as appropriate in order to promote a unified brand.

Requirements

• Four-year degree, preferable focus in marketing/communications
• 10+ years’ experience in B:B and B:C marketing strategy and execution
• High degree of financial / investment management acumen; familiarity with general portfolio management practices, philosophies and processes
• Experience with Content Management Systems (CMS), Client Relationship Management Systems (Salesforce preferred), Marketing Automation (Pardot preferred), Social Media Listening & Archiving (i.e. Hearsay, Hootsuite) and Google analytics
• Client-focused, solutions-oriented, team-oriented, driven, self-motivated
• Effectively communicate, internally and externally. Strong written and verbal skills
• Able to work within the construct of a well-defined master brand / understand brand value
• Strong sense of accountability
• Quality in everything/strong attention to detail
• Dependable, positive attitude, innovative, collegial, and collaborative

EOE