Purpose:

The Marketing Operations Manager implements Credent's marketing plan across Wealth Management and Advisor Solutions businesses. This role supports the firm's growth objectives through the execution of effective brand communication and targeted marketing initiatives. The Marketing Operations Manager is an execution-focused position requiring strong judgment, accountability, and the ability to independently identify and drive action items. This role is highly process-driven and is proactive in identifying opportunities to improve workflows and enhance output quality.

Job Responsibilities:

Execute quarterly strategic objectives set by Marketing Strategy Committee
Maintain brand consistency across Wealth Management and Advisor Solutions businesses
Execute client and advisor-focused marketing programs including collateral, events, and digital campaigns
Implement marketing action plans with measurable objectives and performance metrics
Streamline workflows to enhance productivity and efficiency across the team
Provide recommendations and insights based on internal observations and feedback
Manage content calendar and editorial strategy implementation
Oversee website enhancements that optimize conversion pathways
Support M&A communications and advisor transitions with appropriate messaging
Implement conference and micro-event programs and advisor marketing resources
Manage Credent's social media presence across LinkedIn, Facebook, and YouTube
Coordinate production and distribution of client-facing and advisor-facing video content
Maintain alignment between marketing initiatives and Credent's client experience
Monitor key performance indicators and provide routine reporting on key metrics
Maintain compliance across all marketing programs
Direct supervision of marketing specialists
Manage relationships with agencies and vendors
Guide advisors on marketing best practices and available resources
Oversee project timelines, budgets, and deliverables

Knowledge, Skills, and Abilities:

Strong project management skills with ability to prioritize competing demands
Experience with digital marketing platforms, analytics, and email marketing systems
Exceptional written and verbal communication skills
Knowledge of compliance requirements in financial services marketing
Experience supporting both retail and B2B marketing initiatives
Proactive work ethic with excellent organizational abilities
Collaborative approach to cross-functional initiatives
Attention to detail and consistent follow-through
Professional demeanor aligned with Credent's standards
Adaptability and commitment to continuous improvement

Education: Bachelor's Degree in Marketing, Communications, or related field or equivalent work experience

Experience: 5+ years Marketing experience in financial services or related field

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