dcsimg

Career Story: Strategic Marketing Executive For A Financial Services Firm

Strategic Marketing Executive For A Financial Services Firm

Job Title: Director Strategic Marketing

Type of Company: My company is a financial services firm that caters to individual investors and institutional clients and their 401(k) plans.

Education: BA, Economics, Hartwick College (Oneonta, NY) •• MS, Education, University of Bridgeport (Bridgeport, CT)

Previous Experience: I've worked in financial services for fifteen of the last twenty years. I left the work force from 2000-2005 when my children were small and resumed work in the operations department of a large privately-held financial services firm. I then moved to implementation as a business project manager and am now a director in marketing.

Job Tasks: I work in the institutional marketing department of a large financial services firm. I analyze the trends and behavior of people who invest in 401(k) plans, looking at how much they contribute to the 401(k), how often they take loans, where they invest their 401(k) contributions, and if they roll their assets over when they leave their company. I use these trends to create marketing messages regarding the behavior and overall state of 401(k) plans. The messages I create are used to draft press releases for the media and client presentations for employers who have their 401(k) plan with my firm. The key messages that I create from analyzing the trends highlighted above are also used by the lobbyists at my firm to help inform and influence retirement policy in Washington DC. Part of my job is to ensure that multiple audiences "hear" the messages I create. The primary audiences I reach are internal associates, institutional clients, consultants, prospective clients and the media.

Best and Worst Parts of the Job: I would have to say the best part of the job is working with so many different people both inside and outside my company. The exposure I get to all different types of people and jobs makes my own job exciting. The worst part of it, really, is my lengthy commute. I travel 55 miles to work each way. However, I do get to work at home two days a week.

Job Tips: The best advice I can give would be to maintain a positive attitude. Working with so many different people and personalities it especially is important to stay positive and keep an even keel. I think it would be important to take creative writing and editing courses, as well as a course in public speaking and giving and creating effective presentations. And although it maybe old school, I believe it's important to dress for success -- to dress for the job you want and not for the job you have.

Additional Thoughts: I have found that in a job it's important to market yourself to ensure that people know what you are working on and to validate that the work you do adds value. Working in a big organization, it's important that people are aware of the work you do. You need to be aware of how other people perceive you and what image you create for yourself. Your "personal brand" can make or break you. You need to know who is willing to act as an advocate for you and who is not. When decisions about promotions and raises take place you will often not be in the room, so you need to be sure you have advocates who will support you and help you get to the next level.

Popular Schools offering Marketing Programs

quickinfoThese schools offer particularly quick info upon request, and we have written detailed profiles for each (click school names to see the profiles).

Request info from multiple schools, by clicking the Request Info links.

Matching School Ads

Colorado State University-Global Campus

Colorado State University-Global Campus (CSU-Global) recently received state approval to enroll students with little to no prior college experience. To help ensure student success, the university has created a program especially for these students who plan on starting their college experience for the first time with us.

  • Programs: BS - Marketing
  • Degrees: Bachelor

Technology changes everything®

You’ve found Ashford University, where school comes to you

  • Programs: BA/Sports and Recreation Management - Marketing, BA/Public Relations and Marketing, MBA - Marketing, more...
  • Degrees: Bachelor, Master

Earn your graduate degree online with Northcentral University.

  • Programs: Marketing - PhD in Bus. Admin., Marketing - D.B.A., MBA - Building Creativity, more...
  • Degrees: Doctorate, Master, Certificate

For over 35 years, Keiser University has maintained a practical, hands-on approach to career education to help our students achieve their personal and professional goals. 

  • Programs: Master of Business Administration, MBA - Marketing, Doctor of Business Administration, DBA, Master in Business Administration - Management
  • Degrees: Master, Doctorate

Study online with University of Maryland at College Park.

  • Programs: MBA - Marketing, MBA - General
  • Degrees: Master

Liberty University provides a world-class education with a solid Christian foundation, equipping men and women with the values, knowledge, and skills essential for success in every aspect of life.

  • Programs: MS in Marketing: Sports Marketing and Media, DBA in Marketing, Master of Science in Marketing - Digital Marketing and Advertising, more...
  • Degrees: Master, Doctorate, Certificate, Associate

Designed with the needs of working adult students in mind, South University, Online Programs is built on the similar curriculum offered at South University's campus locations. As a student at South University, Online Programs you will receive the same quality instruction, variety of learning options and level of service found at the campus locations.

  • Programs: Business Administration - Marketing Specialization (MBA), Business Administration (BBA), Business Administration (AMBA)
  • Degrees: Master, Bachelor

Learning at Full Sail University has always centered around interaction and the exchange of ideas. Our online curriculum fully embraces this philosophy.

  • Programs: Internet Marketing, Master of Science (Online)
  • Degrees: Master
ABCO Technology
Los Angeles

ABCO Technology is an accredited computer training academy that offers diploma programs for individual students, professionals and companies to learn different areas of Information technology and seek gainful employment.

  • Programs: E-commerce
  • Degrees: Certificate

Pursue your MBA or MSEd online.

  • Programs: MBA - Strategic Management, MBA - Research Track
  • Degrees: Master
Matching School Ads

Additional Career Stories for Marketing Managers

The inside stories from people actually working in the field.
Click a story title to show the story, and click the title again to hide it.

All Types

You are visiting:

Find a school near you

What are Career Stories?

Career Stories are concise, real-world career overviews written by people relating their personal career experiences and wisdom. They provide invaluable insights and mentoring advice to students and career changers.

Most stories include:

  • a typical day or project
  • tips and advice
  • best and worst parts
  • educational background
  • previous experience

Browse hundreds of Career Stories

More Details On This Career

Please also see our detailed information about Marketing Managers, including:

SPEAK TO AN ADVISOR 1.844.285.6104