Advisor Engagement & Events Manager

Location: In office at 400 Park Avenue, New York, New York, US. Travel of up to 20% is required.

Starting base salary: $87,027–$138,965 per year, plus eligibility for bonus and/or commissions.

Company

RBC Rochdale partners with financial advisors and high-net-worth clients to build personalized investment portfolios and is a wholly owned subsidiary of hirify.global.

What you will do

• Develop strategic marketing programs to deepen financial advisor relationships and grow assets under management.
• Identify audience segments and persona-specific needs to tailor marketing programs.
• Manage strategic marketing projects and events from planning through execution in collaboration with strategy, marketing, sales, portfolio management, advisors, and external partners.
• Create customized presentations and professional-quality marketing materials for meetings and events.
• Execute outreach through social media, video, email marketing, advertising, and other appropriate channels.
• Define, track, and report KPIs, conduct market research, and coordinate with compliance to ensure marketing materials and communications meet regulatory requirements.

Requirements

• Bachelor’s degree or equivalent.
• 3–5 years of marketing strategy or event marketing experience in financial services, preferably investment management.
• Understanding of economics and financial and investment concepts.
• Proficiency in Microsoft Office, especially PowerPoint and Excel.
• Experience with Salesforce or other CRM systems and marketing automation software such as Pardot.
• Strong organization, communication, networking, multitasking, and attention-to-detail skills.

Culture & Benefits

• Medical, dental, and vision coverage available from the first month after starting.
• 401(k) company matching contribution.
• Tuition reimbursement and internal upskilling and training resources.
• Vacation, sick, and volunteer time off.
• Health and family planning benefits, including fertility support and specialized health programs.
• Career mobility support and colleague resource groups.