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Marketing Customer Segment Manager

Charlotte;

Job Description:

The Associate Channel Offers and Outreach team is seeking a Channel Manager. Responsible for developing and managing Financial Center client communications as well as managing a portfolio of offers that bring data-driven, customer-level opportunities and relationship deepening insights to our customer facing associates (Financial Centers, Contact Centers). This role will be critical to ensuring our content activities support the sales process, amplify the brand, help acquire and deepen relationships, and position our bankers as trusted advisors for our clients.

About the Outreach team:  We partner with channel sales leaders and manage all Associate targeted client outreach marketing efforts.  Our team focuses on targeted offers, relationship emails, SMS Texts, and outbound calling.  We cover all product groups and support the Financial Center and Contact Center.  Requests for our work comes from Segment and Product partners, directly from the field and channel, and often from our recommendations.   We take the requests through the full process – targeting, channel fit, and MAP approvals.  We produce scripts, client offer handouts and On-Demand emails.   Utilizing data and reporting to provide strategic solutions for our partners, is a key to our success.  Luckily, we accomplish this with a group of partners, so, managing relationships is an important element to our team.

Primary Responsibilities:

  • Manage select portfolio of Associate Targeted offers end-to-end 
  • Oversee/manage/develop high impact portfolio of Associate on-demand digital communications 
  • Work with Channel, product and segment partners to develop appropriate benchmarks for campaign assessment/success 
  • Analyze data and results to drive improvement 
  • Develop marketing materials and tools that support advisor and client need 
  • Execute key components of marketing projects including creative brief development, agency management and internal approvals. 
  • Responsible for quality, on-time, on-budget delivery of plan elements. 
  • Develop executive level presentations.

Required Skills:

  • BS/BA degree or equivalent experience required 
  • 5+ years of financial services marketing, agency or comparable experience 
  • Experience in marketing channel management or sales performance roles 
  • Proven ability to work in a fast-paced environment and quickly reprioritize campaigns or offer inventory as performance metrics and channel objectives warrant 
  • Ability to develop and maintain strong relationships with key partners and stakeholders across the organization 
  • Excellent oral and written communication skills and the ability to succinctly convey large amounts of information  
  • Demonstrated ability to influence all levels of an organization, regardless of direct authority; track record of working closely with senior executive leadership 
  • Strong critical thinking skills and business acumen with understanding of associate channel marketing
     

Desired Skills:

  • Strong client-relationship and networking skills – tact and diplomacy. 
  • Associate channel knowledge or experience 
  • Data or targeting experience 
  • Ability to work in a team environment with partners in multiple locations. 
  • High quality standards with attention to detail. 
  • Understanding of the importance of corporate standards, procedures, and approval processes. 
  • Self-starter who demonstrates initiative and proactively contributes ideas and solutions.

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday 8 am - 5 pm

Referral Bonus Amount:

0

Job Description:

The Associate Channel Offers and Outreach team is seeking a Channel Manager. Responsible for developing and managing Financial Center client communications as well as managing a portfolio of offers that bring data-driven, customer-level opportunities and relationship deepening insights to our customer facing associates (Financial Centers, Contact Centers). This role will be critical to ensuring our content activities support the sales process, amplify the brand, help acquire and deepen relationships, and position our bankers as trusted advisors for our clients.

About the Outreach team:  We partner with channel sales leaders and manage all Associate targeted client outreach marketing efforts.  Our team focuses on targeted offers, relationship emails, SMS Texts, and outbound calling.  We cover all product groups and support the Financial Center and Contact Center.  Requests for our work comes from Segment and Product partners, directly from the field and channel, and often from our recommendations.   We take the requests through the full process – targeting, channel fit, and MAP approvals.  We produce scripts, client offer handouts and On-Demand emails.   Utilizing data and reporting to provide strategic solutions for our partners, is a key to our success.  Luckily, we accomplish this with a group of partners, so, managing relationships is an important element to our team.

Primary Responsibilities:

  • Manage select portfolio of Associate Targeted offers end-to-end 
  • Oversee/manage/develop high impact portfolio of Associate on-demand digital communications 
  • Work with Channel, product and segment partners to develop appropriate benchmarks for campaign assessment/success 
  • Analyze data and results to drive improvement 
  • Develop marketing materials and tools that support advisor and client need 
  • Execute key components of marketing projects including creative brief development, agency management and internal approvals. 
  • Responsible for quality, on-time, on-budget delivery of plan elements. 
  • Develop executive level presentations.

Required Skills:

  • BS/BA degree or equivalent experience required 
  • 5+ years of financial services marketing, agency or comparable experience 
  • Experience in marketing channel management or sales performance roles 
  • Proven ability to work in a fast-paced environment and quickly reprioritize campaigns or offer inventory as performance metrics and channel objectives warrant 
  • Ability to develop and maintain strong relationships with key partners and stakeholders across the organization 
  • Excellent oral and written communication skills and the ability to succinctly convey large amounts of information  
  • Demonstrated ability to influence all levels of an organization, regardless of direct authority; track record of working closely with senior executive leadership 
  • Strong critical thinking skills and business acumen with understanding of associate channel marketing
     

Desired Skills:

  • Strong client-relationship and networking skills – tact and diplomacy. 
  • Associate channel knowledge or experience 
  • Data or targeting experience 
  • Ability to work in a team environment with partners in multiple locations. 
  • High quality standards with attention to detail. 
  • Understanding of the importance of corporate standards, procedures, and approval processes. 
  • Self-starter who demonstrates initiative and proactively contributes ideas and solutions.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22042353

Band: H4

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Jami Lee Britt

Referral Bonus:

0