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Director of Marketing Automation

Company: Cambridge Investment Research, Inc
Location: Fairfield
Posted on: September 22, 2022

Job Description:

Cambridge Investment Research Inc., one of the nation's top independent financial solutions firm, is actively looking for a person who has experience with marketing automation to join the Public Relations Creative Marketing Department as a full time Director of Marketing Automation. At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For over 40 years we've delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development. A national leader as a financial solutions firm, Cambridge's commitment to long-term professional development in a unique small-town community makes this a one-of-a-kind opportunity. Cambridge has been honored 11 times by our associates as a Top Workplace in Iowa 1 and 13 times as Broker-dealer of the Year by our financial professionals through Investment Advisor magazine 2 . We are recognized among the leading firms in the financial advice industry as we serve over 3,700 independent financial professionals and hundreds of thousands of their investing clients across the country. 1 The Top Workplace in Iowa, 2020 - 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.

  • Serves as the owner and administrator of Cambridge's marketing automation platform (Adobe Campaign or similar).
  • Responsible for the implementation and management of the platform to support Cambridge associates in the generation, distribution, and reporting of leads in accordance with industry best practices and standards.
  • Manages all technical aspects of Cambridge's marketing automation platform with support from vendor partners as needed.
  • Works with Cambridge teams to manage campaign execution using our marketing automation tool to handle lead inquiries.
  • Supports strategy, development, lead nurture, workflows and project management of marketing campaigns.
  • Partners with Business Development and IT to manage the integration of Cambridge's marketing automation and CRM tools.
  • Establishes and maintains scalable processes that ensure best practices in campaign and lead management.
  • Partners with the Data Analyst to create and maintain metrics reports on Marketing and Business Development activities, effectiveness and business impact.
  • Research support documentation to find answers for any task that users are not able to perform with the marketing automation system.
  • Seeks to support alignment with Cambridge business objectives with marketing automation strategies and tactics.
  • Reviews and analyzes data to spot trends and develop lead scoring mechanisms that help guide campaign effectiveness.
  • Evaluates new technologies and add-on applications to improve and optimize marketing team performance.
  • Responsible for marketing automation quality standards, from design rendering to email functionality and list management.
  • Maintains data standards for compliance purposes, email deliverability, and to ensure segmentation standards are met through various content types.
  • Train Cambridge associates on how to use Cambridge's marketing automation platform, including best practices.
  • Partner with Cambridge associates to:
    • Setup trigger-based campaigns
    • Send nurture emails at specific interval
    • Create/modify lead scoring rules to grade temperature of leads.
    • Create/modify targets, goals other business and campaign specific metrics.
    • Serve as primary marketing automation platform support resource for internal associates.Education & Experience Five or more years of related experience, education and/or training Certificates & Licenses This job requires obtaining a FINRA Series 99 license within the first year of employment in order to complete job responsibilities. Cambridge will provide financial and educational support towards obtaining required license(s) including paid study time, training courses, study materials and online resources. Compensation: $81,000-$100,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate's qualifications, the Company's operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
      • Premium benefit package including medical, vision, dental, life and long-term disability insurance
      • Vacation/sick time
      • 401K retirement plan with company matching program
      • Profit Sharing Plan
      • Nine paid holidays You can find more details about our comprehensive benefits package here. Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.

Keywords: Cambridge Investment Research, Inc, Fairfield , Director of Marketing Automation, Advertising , Fairfield, California

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