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Marketing Consultant | Level 3 (USD)
Vertisystem (A MOURI Tech Company)
New York · Hybrid Contract Senior 1mo ago
About the role
Position Overview:
You will be part of a Wealth Management Marketing team, supporting Client Acquisition & Retention Offer Strategy. This role involves close collaboration with cross-functional teams including Marketing, Product, Legal, Risk, Analytics, and Finance to develop and launch strategic offers.
Key Responsibilities:
- Conduct competitive analysis of promotional strategies across industries to identify gaps and opportunities
- Manage end-to-end offer implementation (request forms, terms & disclosures, service coordination)
- Partner with marketing teams to successfully launch campaigns
- Monitor and analyze campaign performance to drive continuous optimization
- Review and approve escalation requests (backdating & ad hoc payments)
Required Qualifications:
- Bachelor’s degree (Marketing, Communications, English preferred)
- 5–7 years of marketing experience, preferably in financial services
- Strong organizational and multitasking abilities across large teams
- Excellent communication and stakeholder management skills
- Experience in pricing/promotions marketing is a plus
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