Customer Relationship Marketing - Marketing - Executive Director at Morgan Stanley
Boston, MA 02108
About the Job
DescriptionMorgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.Basic Purpose:Lead customer relationship email marketing execution for all Morgan Stanley Investment Management (“MSIM”) global brands and lines of business.Primary Responsibilities:
• Oversee complex funnel email campaigns to drive sales and support retention. Lead CRM segmentation, client journeys, and dynamic messaging based off customer lifecycle using our product recommendation engine.
• Integrate email behavioral signalization to optimize customer engagement with product content for CRM trends and create messaging optimization.
• Deep experience with building out Salesforce Marketing Cloud flows / campaigns / journeys with critical digital marketing technical skills required including targeting queries, workflow logic and content personalization rules using Salesforce Marketing Cloud.
• Expertise in migration of data from CRM platforms into Salesforce Marketing Cloud.
• Responsible for strategy, execution and analysis of data driven sales and marketing email programs for retail, institutional and international business units.
• Understand financial advisor needs and click behaviors through data collection, segmentation, profiling, and engagement. Identify opportunities to automate recurring campaigns and streamline campaign operations.
• Set up and support enhancements to marketing campaign automation platform, including integrations, functionality roll outs, and optimizations to improve efficiency and effectiveness
• Manage and mentor global team of email marketing resources and vendors
• Support development of email content personalization strategy and execution
• Identify and manage strategic projects designed to improve targeting capabilities, content relevance and customer engagement
• Manage staffing, consultants, workflows, critical processes, escalations and priorities.QualificationsJob Requirements:
• Highly desirable email marketing in asset management. Experience with mutual funds and/or other investment products.
• Minimum of 12 years of related experience, including at least 7 years of experience building, executing and modifying marketing campaigns using a marketing automation platform (e.g., Salesforce Marketing Cloud, Adobe Campaign, Eloqua)
• Experience managing a global team of resources and vendors
• Proficiency in Salesforce Marketing Cloud
• Experience using and managing email creative tools such as Stensul, Taxi, etc.
• Familiarity with content scripting languages (e.g., javascript, AMPscript)
• Ability to work both independently and within a team environment
• Outstanding project management and written and oral communications skills
• Demonstrated ability to manage changing requirements on short timelines and enable execution
• Bachelor’s degree required. MBA a plusMorgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).Expected base pay rates for the role will be between $175,000 and $300,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Job Field: Sales & Marketing
• Oversee complex funnel email campaigns to drive sales and support retention. Lead CRM segmentation, client journeys, and dynamic messaging based off customer lifecycle using our product recommendation engine.
• Integrate email behavioral signalization to optimize customer engagement with product content for CRM trends and create messaging optimization.
• Deep experience with building out Salesforce Marketing Cloud flows / campaigns / journeys with critical digital marketing technical skills required including targeting queries, workflow logic and content personalization rules using Salesforce Marketing Cloud.
• Expertise in migration of data from CRM platforms into Salesforce Marketing Cloud.
• Responsible for strategy, execution and analysis of data driven sales and marketing email programs for retail, institutional and international business units.
• Understand financial advisor needs and click behaviors through data collection, segmentation, profiling, and engagement. Identify opportunities to automate recurring campaigns and streamline campaign operations.
• Set up and support enhancements to marketing campaign automation platform, including integrations, functionality roll outs, and optimizations to improve efficiency and effectiveness
• Manage and mentor global team of email marketing resources and vendors
• Support development of email content personalization strategy and execution
• Identify and manage strategic projects designed to improve targeting capabilities, content relevance and customer engagement
• Manage staffing, consultants, workflows, critical processes, escalations and priorities.QualificationsJob Requirements:
• Highly desirable email marketing in asset management. Experience with mutual funds and/or other investment products.
• Minimum of 12 years of related experience, including at least 7 years of experience building, executing and modifying marketing campaigns using a marketing automation platform (e.g., Salesforce Marketing Cloud, Adobe Campaign, Eloqua)
• Experience managing a global team of resources and vendors
• Proficiency in Salesforce Marketing Cloud
• Experience using and managing email creative tools such as Stensul, Taxi, etc.
• Familiarity with content scripting languages (e.g., javascript, AMPscript)
• Ability to work both independently and within a team environment
• Outstanding project management and written and oral communications skills
• Demonstrated ability to manage changing requirements on short timelines and enable execution
• Bachelor’s degree required. MBA a plusMorgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).Expected base pay rates for the role will be between $175,000 and $300,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Job Field: Sales & Marketing
