Analyst Marketing Operations

Role Summary

Conducts marketing operations activities to ensure the accurate, timely, and compliant production, fulfillment, and distribution of digital and print marketing materials. Serves as an internal project manager for small to midsize projects, managing schedules, resources, deliverables, and interdependencies. Ensures marketing stakeholders and vendors are collaborating to meet established milestones and deliverables. Typically, responsible for a single, defined area of focus (e.g., fulfillment, production, etc.) and manages the execution of associated activities.

Responsibilities:

• Collaborates with internal stakeholders on operational process(es), such as statement, Individual Investors (II) regulatory output, fulfillment, print services, or production. Assigned to a limited stakeholders base, providing basic services related to process area. Participates in II Regulatory Output planning meetings to ensure a thorough understanding of II Regulatory Output objectives, timing, necessary collateral (print, digital, etc.), and how stakeholders intend for marketing operations to support the II Regulatory Output.
• Develops production/service plans that align with II Regulatory Output objectives. Presents to stakeholders and negotiates final operational plans to support the II Regulatory Output. Ensures that the stakeholders understands the advantages and disadvantages of the presented choices, particularly the effects on project cost and timing.
• Monitors availability of internal resources and proposes outsourcing work to vendors when required; may assist in determining cost/benefit of outsourcing. Researches appropriate vendors/suppliers and prepares technical specifications and solicits bids. Submits recommendations for a selected vendor/supplier for management/stakeholders approval. May assist with contract development. Monitors vendor performance, ensuring the satisfaction of stakeholders. Relays quality issues to vendor when observed and ensures services conform to established service-level agreements. Seeks assistance from management to resolve ongoing vendor performance issues when necessary.
• Conducts regular reporting of operational activities for assigned II Regulatory Outputs. Manages the production schedule, working collaboratively with II Regulatory Output stakeholders to adjust resources and timing when challenges arise, or changes occur.
• Ensures the final production for the assigned II Regulatory Output conforms to brand standards, includes appropriate regulatory requirements/disclaimers and meets overall quality standards. When deviations are observed, oversees remediation and sees through to conclusion. Escalates unusual or complex quality issues to management.

Qualifications:
Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 2+ years of total relevant work experience

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.