📌 Core Information
🔹 Job Title: Manager, Channel Focused Marketing
🔹 Company: Dimensional Fund Advisors
🔹 Location: Charlotte, North Carolina (with remote flexibility)
🔹 Job Type: Full-Time, Hybrid (Office-first: Tues-Thurs, Flexible Mon & Fri)
🔹 Category: Marketing
🔹 Date Posted: May 14, 2025
🔹 Experience Level: 10+ years
🔹 Remote Status: Hybrid (Office-first)
🚀 Job Overview
Key aspects of this role include:
- Leading the team working with advisor-focused, institutional, and retirement sales channels
- Serving as the main contact for select channels and setting strategy for communication with Channel Heads and Regional Directors
- Managing a team of marketing contacts to serve the Global Client Group
- Partnering with multiple marketing entities to execute integrated marketing campaigns
- Innovating and furthering the sales and marketing strategy using new tools and services
ASSUMPTION: This role requires a strategic mindset, self-motivation, and strong organizational skills to manage multiple projects and stakeholders effectively.
📋 Key Responsibilities
✅ Own the strategy around coordinating with GCG Channel Heads and the broader marketing team to prioritize campaign concepts, identify key deliverables, draft promotion communications, and deliver analytics for channel-specific endeavors.
✅ Effectively manage the channel-focused team by implementing best practices in problem-solving for channel nuances, communicating deliverables and analytics to channels, and delivering feedback from sales to marketing leaders.
✅ Serve as a dedicated consultant, advocate, and resource for the channel leadership teams, being a single point of contact for ad-hoc requests arising from sales channels.
✅ Keep abreast of additional firm-wide campaign initiatives that correspond to the strategic growth drivers.
✅ Partner with multiple marketing entities to effectively execute integrated marketing campaigns.
✅ Identify new and emerging marketing tools, services, and software to innovate and further the sales and marketing strategy.
✅ Stay abreast of financial industry developments and marketplace opportunities and challenges to inform strategy and contribute to benchmarking.
✅ Measure and continually seek to enhance the effectiveness of the sales and marketing strategy.
ASSUMPTION: This role requires a proactive approach, excellent communication skills, and the ability to analyze metrics and present information in a meaningful way.
🎯 Required Qualifications
Education: Bachelor’s degree in finance, Communications, Marketing, Journalism, or related field
Experience: 10+ years of marketing experience in the financial services industry, working with senior executives in a global business environment
Required Skills:
- Proven track record of implementing multichannel marketing strategies through intermediary distribution channels
- Thorough knowledge of the rules of engagement when coordinating marketing initiatives with wire houses and broker dealers
- Excellent written and verbal communication skills
- Outstanding organizational and interpersonal skills, including the ability to quickly build trust and influence, and to collaborate effectively with and across teams to achieve the best results
- Ability to analyze metrics and present information in a meaningful way
- FINRA Series 7 license preferred
Preferred Skills:
- Experience with an asset management firm, ETF provider, broker dealer, large RIA, REIT, or annuity company
ASSUMPTION: This role requires a strategic mindset, strong communication skills, and the ability to manage multiple projects and stakeholders effectively.
💰 Compensation & Benefits
Salary Range: $150,000 - $200,000 (Estimated, based on industry standards for a Marketing Manager with 10+ years of experience in the financial services industry)
Benefits:
- Comprehensive benefits
- Educational initiatives
Working Hours: Full-time, 40 hours per week, with flexible work arrangements (Hybrid: Office-first)
ASSUMPTION: The salary range is estimated based on industry standards for a Marketing Manager with the required experience level in the financial services industry. Actual compensation may vary based on factors such as skills, experience, and performance.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, specifically Asset Management
Company Size: 1,001-5,000 employees (Mid-size)
Founded: 1981
Company Description:
- Dimensional has been implementing the great ideas in financial science since 1981
- The firm is driven by an evidence-based approach, Nobel Prize-winning insights, and decades of expertise pursuing outperformance over benchmarks and peers while maintaining low costs and diversification
- Dimensional is headquartered in Austin, Texas, with offices around the world, offering a full suite of regional and global equity and fixed income solutions
Company Specialties:
- Indexing and factor investing
- Global equity and fixed income solutions
- Research-driven approach to investing
Company Website: http://www.dimensional.com/
ASSUMPTION: Dimensional is a well-established asset management firm with a strong focus on research and innovation in the financial services industry.
📊 Role Analysis
Career Level: Mid-level to Senior-level Marketing Manager
Reporting Structure: This role reports directly to the Head of Channel Marketing and oversees a team of marketing contacts
Work Arrangement: Hybrid (Office-first: Tues-Thurs, Flexible Mon & Fri)
Growth Opportunities:
- Potential to advance to a Director or Vice President role within the marketing department
- Opportunities to expand responsibilities and manage larger teams as the company grows
ASSUMPTION: This role offers opportunities for career growth and development within the marketing department at Dimensional.
🌍 Location & Work Environment
Office Type: Hybrid (Office-first: Tues-Thurs, Flexible Mon & Fri)
Office Location(s): Charlotte, North Carolina (with remote flexibility)
Geographic Context:
- Charlotte is the largest city in North Carolina and the 17th-most populous city in the United States
- The city is known for its financial sector, with numerous banks and financial services companies headquartered there
- Charlotte offers a mix of urban and suburban living, with a variety of neighborhoods and housing options
Work Schedule: Full-time, 40 hours per week, with flexible work arrangements (Hybrid: Office-first)
ASSUMPTION: The hybrid work arrangement allows for a balance between in-office collaboration and remote work flexibility.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with a Recruiter
- Phone or video interview with the hiring manager
- On-site interview with the team
- Final interview with the Head of Channel Marketing
Key Assessment Areas:
- Marketing strategy and campaign development
- Team management and leadership skills
- Communication and presentation skills
- Industry knowledge and financial services experience
Application Tips:
- Highlight your experience with multichannel marketing strategies and intermediary distribution channels
- Tailor your resume and cover letter to emphasize your relevant skills and experiences for this role
- Prepare examples of successful marketing campaigns you've led or contributed to in the financial services industry
ATS Keywords: Marketing Manager, Channel Marketing, Financial Services, Multichannel Marketing, Sales Channels, Global Client Group, Marketing Campaigns, Team Management, Leadership Skills
ASSUMPTION: The interview process will focus on assessing the candidate's marketing strategy, team management, and communication skills, as well as their industry knowledge and experience.
🛠️ Tools & Technologies
- Marketing automation platforms (e.g., Marketo, Pardot)
- Customer Relationship Management (CRM) software (e.g., Salesforce, HubSpot)
- Project management tools (e.g., Asana, Trello)
- Analytics and reporting tools (e.g., Google Analytics, Tableau)
ASSUMPTION: The specific tools and technologies used may vary depending on the marketing team's preferences and the company's technology stack.
👔 Cultural Fit Considerations
Company Values:
- Integrity
- Collaboration
- Excellence
- Innovation
- Client Focus
Work Style:
- Data-driven and research-focused
- Collaborative and team-oriented
- Adaptable and open to new ideas
- Results-driven and focused on continuous improvement
Self-Assessment Questions:
- Do you have a proven track record of implementing multichannel marketing strategies in the financial services industry?
- Are you comfortable working in a hybrid office environment and managing a team remotely?
- Do you thrive in a data-driven and collaborative work environment?
ASSUMPTION: Dimensional values a strong work-life balance, with a focus on employee well-being and personal growth.
⚠️ Potential Challenges
- Managing multiple projects and stakeholders simultaneously
- Balancing the needs of various sales channels and ensuring alignment with marketing objectives
- Keeping up with industry developments and marketplace opportunities and challenges
- Adapting to a hybrid work environment and managing a team remotely
ASSUMPTION: These challenges can be overcome with strong organizational skills, effective communication, and a proactive approach to problem-solving.
📈 Similar Roles Comparison
- This role is unique in its focus on channel-specific marketing strategies and collaboration with sales channels
- Compared to other marketing roles, this position requires a strong understanding of the financial services industry and intermediary distribution channels
- Career progression in this role may involve expanding responsibilities and managing larger teams as the company grows
ASSUMPTION: This role offers a unique opportunity to specialize in channel-focused marketing within the financial services industry.
📝 Sample Projects
- Developing and executing a marketing campaign targeted at wire houses and broker dealers to promote a new ETF product
- Conducting market research to identify trends and opportunities in the financial services industry and incorporating findings into marketing strategies
- Managing a team to create and distribute content marketing pieces, such as blog posts, whitepapers, and webinars, to educate and engage clients
ASSUMPTION: These sample projects illustrate the range of responsibilities and the level of strategic thinking required for this role.
❓ Key Questions to Ask During Interview
- How does this role fit into the overall marketing strategy for Dimensional, and how will my work impact the company's growth?
- What are the key priorities for this role in the first 30, 60, and 90 days?
- How does Dimensional support the professional development and growth of its marketing team members?
- What are the most challenging aspects of working in a hybrid office environment, and how does Dimensional address them?
- How does Dimensional measure the success of its marketing campaigns, and what metrics are most important for this role?
ASSUMPTION: These questions demonstrate a proactive approach to understanding the role, the company, and the team dynamics.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant skills and experiences for this role
- Prepare examples of successful marketing campaigns you've led or contributed to in the financial services industry
- Follow up with the Recruiter after submitting your application to confirm receipt and inquire about next steps
- Prepare for phone or video screens, interviews, and on-site meetings as part of the interview process
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
