Advyzon logo

Senior Marketing Manager

Advyzon
Full-time
Remote
Worldwide
🌐 Digital Marketing
πŸ“Œ Core Information πŸ”Ή Job Title: Senior Marketing Manager πŸ”Ή Company: Advyzon πŸ”Ή Location: Chicago, IL, United States πŸ”Ή Job Type: Hybrid (Remote/On-site) πŸ”Ή Category: Marketing πŸ”Ή Date Posted: May 12, 2025 πŸ”Ή Experience Level: 5-10 years πŸ”Ή Remote Status: Hybrid (Remote/On-site) πŸš€ Job Overview Key aspects of this role include: - Developing and implementing data-driven marketing strategies to drive brand awareness, customer acquisition, and retention. - Collaborating with leadership to align marketing initiatives with business objectives and KPIs. - Planning and coordinating industry conferences, trade shows, and events to ensure a strong brand presence and maximum exposure. - Managing logistics, from booth design to shipments, ensuring seamless execution of all event-related activities. - Supporting pre-event marketing to build awareness and generate leads, and post-event follow-up to nurture leads and measure ROI. - Tracking industry events, identifying key opportunities, and recommending conferences that align with the company's strategic goals. - Managing conference budgets and ensuring cost-effective use of resources while maximizing event impact. - Championing the company's brand positioning and messaging across all touchpoints. - Leading the development of engaging content for blogs, social media, newsletters, and other marketing materials. - Ensuring consistent brand voice and storytelling across platforms. - Implementing best practices within the financial services sector and ensuring all content can be leveraged for Advyzon's various business channels. - Partnering with sales and product teams to align marketing efforts with customer needs and market trends. - Collaborating with designers, content creators, and external agencies to execute high-quality marketing assets. - Working closely with the product team to ensure seamless go-to-market strategies for new launches. - Analyzing and reporting on marketing campaign performance, ROI, and customer acquisition costs. - Using data insights to iterate and refine strategies for continuous improvement. - Monitoring industry trends and competitors to ensure the company's marketing strategies remain competitive. - Managing, mentoring, and developing a growing marketing team. - Fostering a culture of creativity, accountability, and teamwork in a fast-paced startup environment. - Taking a hands-on approach to lead marketing campaigns while helping to build and scale the team over time. πŸ“‹ Key Responsibilities πŸ”Ή Marketing Strategy and Planning: - Develop and implement data-driven marketing strategies to drive brand awareness, customer acquisition, and retention. - Collaborate with leadership to align marketing initiatives with business objectives and KPIs. - Take ownership of marketing calendars and ensure all initiatives are delivered on time and within budget. πŸ”Ή Conference Planning and Support: - Plan and coordinate the company's participation in industry conferences, trade shows, and events, ensuring a strong brand presence and maximum exposure. - Manage logistics, from booth design to shipments, ensuring seamless execution of all event-related activities. - Collaborate with sales and product teams to create impactful messaging, presentations, and collateral for conferences. - Support pre-event marketing to build awareness and generate leads, and post-event follow-up to nurture leads and measure ROI. - Track industry events, identify key opportunities, and recommend conferences that align with the company's strategic goals. - Manage conference budgets and ensure cost-effective use of resources while maximizing event impact. πŸ”Ή Brand and Content Development: - Champion the company's brand positioning and messaging across all touchpoints. - Lead the development of engaging content for blogs, social media, newsletters, and other marketing materials. - Ensure consistent brand voice and storytelling across platforms. - Implement best practices within the financial services sector and ensure all content can be leveraged for Advyzon's various business channels. πŸ”Ή Cross-Functional Collaboration: - Partner with sales and product teams to align marketing efforts with customer needs and market trends. - Collaborate with designers, content creators, and external agencies to execute high-quality marketing assets. - Work closely with the product team to ensure seamless go-to-market strategies for new launches. πŸ”Ή Analytics and Reporting: - Analyze and report on marketing campaign performance, ROI, and customer acquisition costs. - Use data insights to iterate and refine strategies for continuous improvement. - Monitor industry trends and competitors to ensure the company's marketing strategies remain competitive. πŸ”Ή Team Leadership and Development: - Manage, mentor, and develop a growing marketing team. - Foster a culture of creativity, accountability, and teamwork in a fast-paced startup environment. - Take a hands-on approach to lead marketing campaigns while helping to build and scale the team over time. 🎯 Required Qualifications Education: - Bachelor's degree in Marketing, Business, or a related field. Experience: - 5+ years of experience in marketing and sales enablement, with a strong understanding of the financial services industry. Required Skills: - Proven experience in marketing strategy, campaign management, and brand development. - Excellent project management skills, with the ability to manage multiple high-priority projects simultaneously under tight deadlines. - Strong analytical and problem-solving competencies, with high attention to detail and strong organizational abilities. - Commercial awareness partnered with a creative mind and a proven track record of flawless execution. - Proficiency in CRM, content development, and tools such as WordPress. - Experience in managing and optimizing social media channels to enhance engagement and brand visibility. - Solid computer skills, including MS Office, marketing software (Adobe Creative Suite and CRM), and applications (Canva, Web analytics, Google AdWords, etc.). - High level of self-motivation, including the ability to quickly learn complex businesses. - Excellent project management skills, including the ability to manage multiple high-priority projects simultaneously under tight deadlines and transition smoothly as projects stop or start. Preferred Skills: - Experience with event planning and management. - Familiarity with industry best practices, online publishing, channel management, and marketing best practices. - Knowledge of industry-specific marketing trends and best practices. πŸ’° Compensation & Benefits Salary Range: $120,000 - $160,000 per year (Based on industry standards for a Senior Marketing Manager role in Chicago, IL) Benefits: - Health, dental, and vision insurance - 401(k) plan with company match - Flexible spending account (FSA) - Employee assistance program (EAP) - Generous PTO and sick leave policies - Professional development opportunities - Company-paid life and disability insurance - Tuition reimbursement for job-related courses - Employee referral bonus program - Company-sponsored events and team-building activities Working Hours: Full-time (40 hours per week) πŸ“Œ Applicant Insights πŸ” Company Context Industry: Financial Services Company Size: 51-200 employees Founded: 2012 Company Description: Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisor's complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage, and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. Advyzon was recently named to the "Best Places to Work in Fintech" list. Company Specialties: Portfolio Management, CRM, Client Web Portal, Performance Reporting, Client Billing, and Document Storage πŸ“Š Role Analysis Career Level: Mid-level (5-10 years of experience) Reporting Structure: Reports directly to the Chief Marketing Officer Work Arrangement: Hybrid (Remote/On-site) - Expected to commute to the office once a week if located nearby, or once a month if residing in a neighboring state. Those located outside these regions will remain fully remote. Occasional in-person company meetings and travel to 2-3 industry conferences per year are required. Growth Opportunities: - Brand refresh and website redesign projects - New product launches - Potential expansion of the marketing team 🌍 Location & Work Environment Office Type: Hybrid (Remote/On-site) Office Location(s): 935 W. Chestnut, Chicago, IL 60642, US Geographic Context: - Chicago, IL, United States - Central time zone (CT) - Latitude: 41.8375Β° N - Longitude: -87.6866Β° W Work Schedule: - Hybrid work arrangement with an expected commute to the office once a week (if nearby) or once a month (if in a neighboring state) - Occasional in-person company meetings and travel to 2-3 industry conferences per year πŸ’Ό Interview & Application Insights Typical Process: 1. Online application submission 2. Phone or video screening with the HR team 3. In-depth phone or video interview with the hiring manager (Chief Marketing Officer) 4. Final in-person or video interview with the CEO and other senior team members 5. Background check and reference check (if applicable) 6. Job offer and onboarding Key Assessment Areas: - Marketing strategy and planning - Conference planning and support - Brand and content development - Cross-functional collaboration - Analytics and reporting - Team leadership and development Application Tips: 1. Tailor your resume and cover letter to highlight relevant skills and experiences for this specific role. 2. Showcase your understanding of the financial services industry and Advyzon's platform. 3. Demonstrate your ability to manage multiple projects and meet tight deadlines. 4. Prepare examples of successful marketing campaigns you've led and the results you achieved. 5. Be ready to discuss your approach to data-driven marketing and analytics. 6. Practice common interview questions related to marketing strategy, event planning, and team leadership. ATS Keywords: Marketing strategy, campaign management, brand development, event planning, data analysis, team leadership, financial services, CRM, content creation, social media management πŸ›  Cultural Fit Considerations Company Values: - Innovation - Client-centricity - Collaboration - Accountability - Continuous learning Work Style: - Fast-paced startup environment - Cross-functional teamwork - Data-driven decision-making - Creative problem-solving - Strong attention to detail - Ability to manage multiple projects simultaneously Self-Assessment Questions: 1. How do you align with Advyzon's core values, particularly innovation and client-centricity? 2. Describe your experience working in a fast-paced, startup-like environment. 3. How do you approach managing multiple projects with tight deadlines and competing priorities? 4. Can you provide an example of a time when you had to adapt quickly to a significant change in a project or campaign? 5. How do you ensure consistent branding and messaging across various marketing channels and touchpoints? ⚠️ Potential Challenges 1. Industry-specific challenges: Keeping up with regulatory changes and industry trends in the financial services sector. 2. Company-specific challenges: Balancing the needs of various business channels and ensuring consistent branding across platforms. 3. Team dynamics: Managing a growing marketing team in a fast-paced startup environment. 4. Work-life balance: Maintaining a healthy work-life balance while managing multiple projects and tight deadlines. πŸ“ˆ Similar Roles Comparison 1. Marketing Director vs. Senior Marketing Manager: A Marketing Director typically has more strategic responsibilities, while a Senior Marketing Manager focuses more on tactical execution. The Senior Marketing Manager role at Advyzon offers growth opportunities to take on more strategic responsibilities as the team expands. 2. Industry-specific context: The financial services industry has unique marketing challenges, such as regulatory compliance and targeting a niche audience. This role requires a strong understanding of the industry and its specific marketing trends. 3. Career path comparison: This role offers a clear path for career growth, from managing marketing campaigns to potentially leading the marketing department as it expands. πŸ“ Sample Projects 1. Event Planning: Organizing and executing a successful industry conference, including booth design, logistics, and post-event follow-up. 2. Brand Refresh: Leading a brand refresh project, including market research, competitive analysis, and rebranding implementation. 3. Content Creation: Developing a comprehensive content marketing strategy, including blog posts, social media campaigns, and email marketing initiatives. πŸ’‘ Key Questions to Ask During Interview 1. What are the most significant marketing challenges facing Advyzon in the next 12-24 months? 2. How does the company support the professional development of its marketing team members? 3. Can you describe the ideal candidate for this role, and how my background and skills align with that profile? 4. How does Advyzon measure the success of its marketing campaigns, and what metrics are most important to track? 5. What are the biggest opportunities for growth and innovation in Advyzon's marketing efforts? πŸ“ Next Steps for Applicants To apply for this position: 1. Submit your application through the provided link: 2. Tailor your resume and cover letter to highlight relevant skills and experiences for this specific role. 3. Prepare for a phone or video screening with the HR team, followed by an in-depth interview with the hiring manager (Chief Marketing Officer). 4. Be ready to discuss your approach to data-driven marketing, event planning, and team leadership. 5. Follow up with the hiring manager after your interview to express your interest in the role and reiterate your qualifications. ⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.