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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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