Job Summary
A company is looking for a Marketing Integration Manager.
Key Responsibilities
- Lead and manage the M&A Marketing Team to ensure a cohesive onboarding experience
- Serve as the marketing onboarding lead for newly acquired advisor teams, overseeing key milestones and materials
- Develop and maintain project timelines, providing updates on onboarding progress and managing integration planning
Required Qualifications
- Bachelor's degree in Marketing, Business, Finance, or related field; or equivalent professional experience
- 7+ years of experience in marketing, M&A integration, or project/relationship management
- Background in financial services or advisor marketing strongly preferred
- Experience with marketing tools and platforms, including DealRoom, FMG Suite, and Wrike
- Strong vendor management and marketing operations experience
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