The Company

Our client partners with investors and their consultants at the outset, learning their needs and objectives before applying our knowledge and skill. They are committed to creating effective investment solutions that are designed and engineered to meet specific needs. Their investment in knowledge, people, and markets is specifically designed to serve the needs of clients locally and globally.

The Position

This position is responsible for maintaining and evolving an integrated database marketing system for the US Intermediary Investor Business. This person plays a critical business role as the owner of all marketing data. On a systems level the person ensures that data from direct marketing, the web, sales, call center, online advertising, literature fulfillment and customer surveys are fully aggregated to support outbound marketing efforts and analytical projects designed to gain insights into customer behavior. This individual is expected to initiate and manage a process for analysis of marketing data which will drive insights into marketing programs.

The position requires interface with senior marketing and sales staff - understanding business requirements and developing data strategies to support them. This person is also accountable for managing agency and other partner relationships to ensure data integrity and continuously evolving business requirements. Mission critical for this position: extremely high level of accountability for maintaining compliance obligations in terms of privacy policies as well as NASD regulations.

Responsibilities

• Serve as the primary point of contact for the database, identifying opportunities to improve marketing systems and data management
• Oversee segmentation strategy within the database to deliver an optimal customer experience across all sales and marketing channels (improve customer selection and criteria base)
• Create a database marketing philosophy with emphasis on analysis, testing and database
• Develop a rigorous process for monitoring and learning from the results of direct marketing campaigns
• Promote testing strategies within the direct marketing team
• Oversee the reliability and efficiency of all database feeds and support new database integrations
• Manage the lead passing process between marketing and sales, with a strong emphasis on analyzing the quantity and quality of leads
• Pursue ways to improve overall data quality and efficiency
• Supervise a third party database agency that is responsible for database maintenance, development, hosting and campaign selections
• Manage a staff of 2 whose responsibilities include campaign management, data integrity, project management and database development