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CVP, Head of Wealth Management Marketing
New York Life - Jimenez Team
New York, NY$140K - $190K / yearPosted 2 weeks ago
Full-timehybridvp
Job Description
• Lead the development and execution of comprehensive marketing strategies for New York Life’s wealth management business.
• Help advisors bring New York Life’s full suite of financial capabilities to market by developing integrated marketing strategies, positioning, and content that connect wealth management offerings with broader financial planning needs and relationship-deepening opportunities.
• Create and manage integrated marketing programs across channels, including digital campaigns, relationship-deepening initiatives, thought leadership, investment insights, and consumer-facing content.
• Act as the primary marketing thought partner to business leadership, bringing an external market perspective and clear recommendations on growth opportunities, client needs, competitive differentiation, and go-to-market priorities.
• Develop compelling messaging and content that resonates with consumers seeking wealth management guidance, while aligning with New York Life’s broader brand and value proposition.
• Serve as the lead marketing partner to wealth management leadership, Eagle Strategies, and cross-functional stakeholders, influencing decisions and aligning focus around the highest-value growth opportunities.
• Identify and activate cross-sell opportunities that connect consumers to relevant wealth management solutions and the broader New York Life protection offerings.
• Oversee the creation of thought leadership and investment insights content that helps position New York Life as a trusted source of guidance and supports meaningful consumer engagement.
• Collaborate with wealth management leadership, product, sales, legal, compliance, and analytics teams to ensure marketing efforts are aligned to business priorities and audience needs.
• Establish the measurement framework for wealth management marketing, using data, market intelligence, and performance insights to optimize investment, inform strategic decisions, and demonstrate business impact.
• Monitor market trends, consumer behavior, and competitive activity to identify opportunities to strengthen New York Life’s wealth management marketing approach.
• Help advisors bring New York Life’s full suite of financial capabilities to market by developing integrated marketing strategies, positioning, and content that connect wealth management offerings with broader financial planning needs and relationship-deepening opportunities.
• Create and manage integrated marketing programs across channels, including digital campaigns, relationship-deepening initiatives, thought leadership, investment insights, and consumer-facing content.
• Act as the primary marketing thought partner to business leadership, bringing an external market perspective and clear recommendations on growth opportunities, client needs, competitive differentiation, and go-to-market priorities.
• Develop compelling messaging and content that resonates with consumers seeking wealth management guidance, while aligning with New York Life’s broader brand and value proposition.
• Serve as the lead marketing partner to wealth management leadership, Eagle Strategies, and cross-functional stakeholders, influencing decisions and aligning focus around the highest-value growth opportunities.
• Identify and activate cross-sell opportunities that connect consumers to relevant wealth management solutions and the broader New York Life protection offerings.
• Oversee the creation of thought leadership and investment insights content that helps position New York Life as a trusted source of guidance and supports meaningful consumer engagement.
• Collaborate with wealth management leadership, product, sales, legal, compliance, and analytics teams to ensure marketing efforts are aligned to business priorities and audience needs.
• Establish the measurement framework for wealth management marketing, using data, market intelligence, and performance insights to optimize investment, inform strategic decisions, and demonstrate business impact.
• Monitor market trends, consumer behavior, and competitive activity to identify opportunities to strengthen New York Life’s wealth management marketing approach.