About the position
We are seeking a results-driven Vice President, Field Segment Marketing Manager to join our U.S. Global Wealth Management marketing team. In this role, you will serve as the point person coordinating a lean, multi-disciplinary agile team and other resources to develop and deliver tailored marketing strategies that drive engagement, growth, and retention within specific financial advisor segments. You will oversee the holistic advisor experience across field sales, ensuring alignment and consistency. This role requires close collaboration with Divisional Sales Managers, sales teams, and other stakeholders to develop a scalable, targeted approach to engaging advisors, with messaging and campaigns tailored to their specific focus areas. The goal is to create a cohesive, scalable advisor experience at PIMCO by integrating both B2B and B2B2C strategies to support advisors in engaging end investors. The ideal candidate will have 5-10 years of marketing experience within financial services, a deep understanding of advisor-centric strategies, and the ability to translate business objectives into omni-channel marketing plans leveraging data, sales, and customer insights.
Responsibilities
- Deliver exceptional and tailored financial advisor experiences for the Field segment through a combination of digital and traditional marketing tactics designed to drive engagement, growth, and retention.
- Partner with U.S. Global Wealth Management business leaders and sales partners to identify and align on commercial objectives, facilitating frequent and cross-functional collaboration.
- Lead small agile teams across Business Sponsors, Analytics, Copywriters, Design, Digital Marketing, Product and firm-specific Marketing, and Data Analysts to develop and execute segment-specific integrated marketing sprints and campaigns.
- Analyze client experience and campaign performance, track key metrics, and measure digital engagement behaviors to identify the most valuable marketing tactics for targeted cohorts and journey enhancements.
- Continuously optimize the advisor experience with PIMCO using quantitative insights and qualitative feedback.
- Implement agile processes and foster a culture of agility and adoption of best practices.
Requirements
- Minimum of a Bachelor’s Degree.
- 5-10 years of B2B marketing experience within financial services, with a proven track record in developing and executing marketing strategies for financial advisors.
- Proactive, strategic, and results-driven with the ability to prioritize and manage multiple complex initiatives and deliverables simultaneously.
- Strong understanding of the advisor segment and relevant client journeys to execute impactful client experiences.
- Outstanding project management and prioritization skills, with experience leading strategic and tactical marketing initiatives.
- Experience managing multiple priorities and stakeholders in a fast-paced, matrixed organization, while motivating teams and collaborating effectively.
- Strong written and verbal communication skills, capable of crafting compelling narratives for sophisticated audiences.
- Solid knowledge of investment products and services, including fixed income, with the ability to translate complex concepts into timely, client-friendly content.
- Intellectual curiosity and ability to quickly learn new concepts, managing multiple diverse assignments high quality.
- Experience or affinity for data, analytics, sales enablement, marketing automation, ABM, and segment marketing.
- Strong work ethic with a roll-up-the-sleeves, 'no-job-too-small' attitude; reliable, productive, a consummate team player.
Benefits
- Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors.
- The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
- Salary Range: $150,000.00 - $225,000.00
