
Description
MARKETING ASSOCIATE PROGRAM EXECUTION
WHAT IS THE OPPORTUNITY?
This position is responsible for identifying, developing and delivering marketing programs that deepen engagement with financial advisors and clients. Partners with City National Rochdale sales and marketing team in the development and execution of marketing campaigns, support day-to-day marketing activities, and help drive growth. Supporting the planning, execution, and analysis of advisor/partner events. WHAT YOU WILL DO?- Aid in the development of strategic marketing programs to deepen / grow relationships and business growth
- Support the management of strategic marketing projects end-to-end, working cross-functionally with strategy, marketing, sales, portfolio managers, and external advisors to share concepts, collect and incorporate feedback that maximizes successful implementation of strategic ideas
- Assist in the planning, coordination, and execution of marketing events such as conferences, seminars, webinars, and lunch and learns
- Collaborate with internal teams and external vendors to ensure seamless event logistics
- Develop event materials, including invitations and presentations
- Manage event registration, attendee communications, and follow-up activities
- Design and create a wide variety of customized, professional-quality marketing materials
- Plan and execute initiatives to reach the target audience through appropriate channels (social media, video, email marketing, advertising, etc.)
- Collect and analyze event data, including attendance, engagement, and ROI metrics
- Track event budgets, expenses, and timelines to ensure projects stay on schedule and within budget
- Conduct market research to identify new opportunities, trends and preferences
- Work with compliance team to finalize and ensure marketing materials, proposals, and communications meet all regulatory requirements
- Submit conference and sponsorship invoices through our internal portal for expense processing
- Support the marketing team with administrative tasks and other projects as needed
- Bachelor's Degree or equivalent
- 2 to 4 years in marketing strategy in financial services, preferably within investment management
- 2 to 4 years experience, Microsoft Office experience, proficiency in building PowerPoint presentations and working with Excel
- Proven experience in marketing, event planning, or a related role
- Proficiency in Microsoft Office applications (PowerPoint, Excel)
- Knowledge of InDesign, Canva
- Proficiency in Salesforce and other CRM systems
- Proficiency in Marketing Automation Software, like Pardot
- Strong organizational skills and attention to detail
- Ability to multi-task time-sensitive projects
- Excellent communication and interpersonal skills
- Ability to work independently with little supervision, manage multiple tasks effectively and execute cross-functional projects end-to-end
- Experience with hosting webinars with Zoom webinars
WHAT'S IN IT FOR YOU? Compensation Starting base salary: $28.58 - $45.66 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
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