Marketing Manager

| Greater NYC Area
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Want to work at the forefront of a fast-growing and award winning FinTech company? With an incredible team and partners looking for innovative results, we’re rapidly growing and continue to add new asset classes to our offerings. We are on the lookout for smart and collaborative talent to join our team. As a cloud-based company, we are currently operating in a flexible and hybrid work model.  

Job Description

We are looking for an experienced Marketing Manager to conceptualize, build and analyze effective marketing campaigns pertaining to SIMON’s products and platform which drive financial advisor engagement within our core broker-dealer channel.

 

As a Marketing Manager, you are expected to understand the business needs of various segments of financial advisors, the features and benefits of the financial products (structured investments, annuities, defined outcome ETFs) we represent, the capabilities and application of our evolving tech platform, along with market and regulatory forces that impact our industry. You will collaborate with key stakeholders in Marketing, Sales, Platform Solutions, and Compliance, as well as external home office partners, to lead and execute a vast number of scalable, creative, and customized campaigns across multiple communication channels. Designed to increase awareness and usage of our platform among financial advisors within select networks, the campaigns you run will be aligned with and measured against strategic growth initiatives and goals of the firm.

 

How You Will Fulfill Your Potential

  • Collaborate with internal teams to obtain an in-depth understanding of existing and new product and platform features, as well as project timelines
  • Develop relationships with relevant client contacts and participate in ongoing discussions to jointly design or proactively introduce and schedule marketing programs tied to new launches, educational resources, webinars, platform updates and user conversion campaigns
  • Expertly navigate our email marketing and automation platform to deploy a consistent and high-volume stream of communications geared towards targeted audience(s) culled from our sales database
  • Work with cross-functional teams to utilize on-platform tools to push notifications, emails and pop-ups to specific users which convey timely information aligned with marketing campaigns
  • Deliver and distribute multi-format content (collateral, videos, presentations, etc.), customized by firm, to help educate and guide platform users on available capabilities, functionality and resources
  • Measure and communicate campaign performance, and devise strategies to enhance future engagement results
  • Identify opportunities to accelerate output, enhance processes and deliver greater efficiency for yourself and the team

 

What We’re Looking For

  • 5–10+ years of B2B product marketing experience in the investment management and/or fintech sector
  • Must have strong knowledge of various types of financial investments and markets (preferably in the risk-managed solutions or alternative investment space)
  • Prior experience working with sales/distribution teams and financial advisors preferred
  • Bachelor’s degree
  • FINRA Series 7 licensed or ability to pass exam within 6 months of hire
  • Highly proficient in Office applications, enterprise-level email marketing automation platforms (i.e. Marketo, Pardot, Eloqua) and CRMs (i.e. Salesforce)
  • Top-notch written communication skills; can craft creative, articulate, and engaging messaging for multiple marketing mediums
  • A client and user-centric mindset that thinks about the end-to-end experience and fulfilling intended audience needs
  • Analytical and data-driven when it comes to identifying target segments, measuring performance metrics and meeting KPIs
  • Collaborative with strong interpersonal skills, and strong ability to cultivate relationships with colleagues, partners, and clients
  • Excellent project management skills with acute attention to accuracy and quality
  • Comfort juggling a variety of tasks with limited supervision
  • Self-starter who proactively identifies gaps and provides solutions
  • Ability to thrive in a fast-paced, fast-growing startup culture

 

We offer a competitive salary and benefits, the chance to work with a curated team of top-notch, highly creative talent, and a fun and agile work environment with many perks in New York City’s Hudson Yards district. This position can accommodate a remote or hybrid work environment.

 

About SIMON

SIMON Markets is an award-winning fintech company that is committed to transforming the digital experience for financial professionals, enabling them to better serve their clients. SIMON’s intelligent and innovative platform delivers an end-to-end digital suite of tools to over 100,000 financial professionals, who serve $5 trillion in client assets, empowering them with on-demand education, an intuitive marketplace, real-time analytics, and lifecycle management.

 


With a focus on reshaping the advisor experience, SIMON is setting new industry standards, simplifying the complex, and delivering structured investment, annuity, and defined outcome ETF solutions to investment professionals, centralized within one unique ecosystem.

 


Originally incubated within Goldman Sachs, SIMON launched as an independently operating company in December 2018 under the shared ownership and direction of seven leading financial institutions—Barclays, Credit Suisse, Goldman Sachs, HSBC, J.P. Morgan, Prudential, and Wells Fargo. Growth equity firm WestCap became an investor in 2021. The company is headquartered in New York, NY, with an additional location in Birmingham, AL.

Read Full Job Description
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • Python (pandas)Languages
    • D3JSLibraries
    • jQueryLibraries
    • ReactLibraries
    • ReduxLibraries
    • AkkaLibraries
    • AWS SDKLibraries
    • Node.jsFrameworks
    • PlayFrameworks
    • SparkFrameworks
    • Vert.XFrameworks
    • MongoDBDatabases
    • MySQLDatabases
    • PostgreSQLDatabases
    • DynamoDBDatabases
    • AuroraDatabases
    • SnowFlakeDatabases
    • RedshiftDatabases
    • MixpanelAnalytics
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • JIRAManagement
    • SalesforceCRM

Location

While we transitioned seamlessly into a flexible work-from-home model in March 2020, we recently opened expansive tech-ready, and flexible new office spaces in NYC and Birmingham, AL for any vaccinated teammates who wish to take advantage.

An Insider's view of SIMON

What are some social events your company does?

SIMON offers many opportunities to hang out outside of work. Events range from spontaneous happy hours at the end of the day to team dinners to all-company parties (remote participants are welcome too!). Just in the last few months we’ve hosted a salsa dancing class (my personal favorite!), had a pumpkin carving party, and gone to a Mets’ game!

Andrew

Quantitative Engineer

How do you collaborate with other teams in the company?

From working with UX designers to backend engineers, we strive to roll up our sleeves so each member in a team can provide input, brainstorm unique ideas, and find solutions to project problems.

Sadiana

Product Manager

How has your career grown since starting at the company?

SIMON is a lean and rapidly-growing company. This enables employees at all levels to have a high impact. The nature of the organization, coupled with its supportive team members, incredible mentors, and great internal tooling, has dramatically accelerated my technical and professional growth.

John

Client Engineer

How do you empower your team to be more creative?

Creativity is essential–it helps us find innovative ways to leverage new technologies to meet our clients’ needs. I’m always available to act as sounding board for ideas and feedback, encourage cross-team collaboration, empower decision making creating a culture where we learn from mistakes rather than be discouraged, and set the right example.

Pranav

Head of Backend Engineering

What projects are you most excited about?

As SIMON prepares for the next level of growth, I am leading our backend engineering team to uplift our annuity services which will reduce our technological debt and allow us to expedite implementation of new features and better serve the business. This will have tremendous impact in our platform’s future and has been rewarding yet challenging!

Erik

Senior Backend Engineer

What are SIMON Perks + Benefits

SIMON Benefits Overview

At SIMON, team members are recognized as our greatest resource and our greatest asset. We are committed to delivering quality work, upholding a mission that inspires and propels us, and using our strengths every day.

Perks and a suite of inclusive, well-rounded benefits that support our team and involve their families play an important role in giving us the balance we need to show up and perform at our best. SIMON is proud to offer comprehensive health care—including concierge primary care network memberships for employees and their families—mental wellness benefits, unlimited paid time off, generous parental leave, and more to all full-time team members. Additional support includes career path development planning, and a host of ongoing company events that bring our team, and our families, together for unique experiences.

As we continue to support a hybrid work environment, SIMON remains actively focused on delivering an engaging and supportive employee experience.

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Unconscious bias training
Diversity manifesto
Mean gender pay gap below 10%
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Team workouts
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Recreational Clubs
Relocation Assistance
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Online course subscriptions available
Customized development tracks
Paid industry certifications
More Jobs at SIMON25 open jobs
All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
Internships
Marketing
Operations
Sales
Developer
new
New York
Internships
new
New York
Design + UX
new
New York
Developer
new
New York
Internships
new
New York
Internships
new
New York
Marketing
new
New York
Developer
new
New York
Data + Analytics
new
New York
Developer
new
New York
Operations
new
New York
Data + Analytics
new
New York
Data + Analytics
new
New York
Developer
new
New York
Developer
new
New York
Developer
new
New York
Developer
new
New York
Data + Analytics
new
New York
Operations
new
New York
Developer
new
New York
Developer
new
New York
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView SIMON's full profileSee more SIMON jobs