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UBS

Global bank and wealth management group

Client Marketing Manager

Marketing Generalist & ManagementPosted on Nov 10
Full-timeNew York, NY, USANo salary listed

About the Job

Requirements

  • Proven experience marketing to financial advisors, registered investment advisors, broker-dealers, consultants, or institutional clients.
  • A strong track record of delivering client-centric marketing initiatives.
  • A solid understanding of the investment industry.
  • A strategic mindset and the ability to execute effectively.
  • Strong project management skills and experience managing multiple high-profile initiatives simultaneously.
  • Expertise in marketing technology, including marketing automation platforms, processes, and tools.
  • High ethical standards, sound judgment, professionalism, and a results-driven approach.
  • Adaptability, resilience, a hands-on attitude, and the ability to perform under pressure.
  • Curiosity about using artificial intelligence to improve workflow development, delivery, and optimization, with sound judgment in validating outputs and aligning with policies, risk standards, and ethical use.

Responsibilities

  • Develop and execute the marketing strategy for UBS Asset Management in partnership with the Head of Client Marketing, Americas, supporting business growth objectives and leading day-to-day marketing activities.
  • Create and deliver integrated marketing programs that strengthen client engagement and provide a consistent experience across channels, using existing technology platforms and driving continuous improvement.
  • Track, manage, and analyze campaign performance, including integrated campaigns, campaign tiering, and product promotion activities.
  • Partner with the Client Coverage team and bring an independent marketing perspective to identify relevant market trends, industry developments, and client needs.
  • Build strong relationships with marketing colleagues across regions and channels to encourage collaboration, alignment, and best-practice sharing.

Desired Qualifications

  • Ideally, 8 or more years of marketing experience within asset management or financial services.
  • A FINRA license or an advanced degree.

About the Company

UBS

Global bank and wealth management group

UBS is a Swiss multinational bank and the world’s largest wealth manager. It serves private, corporate, and institutional clients worldwide through four divisions—Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank—offering services from investment advice and portfolios to everyday banking and lending. Its size and diversified business lines set it apart, and its 2024 merger with Credit Suisse expanded its client base and capabilities. The goal is to grow client assets, provide comprehensive financial solutions, and maintain profitability across a global network.

Company size
10,001+
Company stage
IPO
Headquarters
Zurich, Switzerland
Founded
1998

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