Channel Marketing Manager
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Job Location:
Chicago, IL - USA
Monthly Salary:
$ 90000 - 120000
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
Channel Marketing Manager
Location: Chicago- Hybrid
The Channel Marketing Managerwill develop and execute channel-specific marketing strategies to drive awareness engagement and adoption of Halo Investings platform across the RIA Broker-Dealer and Private Bank channels.
This highly collaborative role blends strategic planning and hands-on execution managing both internal and external resources to deliver measurable growth. This role will drive adoption and awareness by setting the vision for integrated data-driven and AI-enhanced advisor engagement. The Lead will focus on strategic alignment with Halos Enterprise Relationship Managers (ERMs) and Regional Vice Presidents (RVPs) to unlock measurable growth across key partner firms and advisor segments.
Key Responsibilities
- Channel Strategy & Vision:Define and own the annual and quarterly channel marketing strategies campaign calendars and financial KPIs (Key Performance Indicators) aligned with Halos overarching growth objectives. Translate strategic goals into high-impact long-term programs.
- Integrated Growth Leadership:Oversee the development and execution of multi-touch campaigns (digital social email events) to move advisors from awareness through platform adoption. Ensure channel-specific messaging and positioning are aligned to advisor and home-office audiences.
- Enterprise & Sales Alignment:Serve as the primary marketing liaison to Enterprise Relationship Managers and Regional Vice Presidents. Partner with senior stakeholders at enterprise firms to secure alignment present strategic marketing plans and share performance insights.
- Strategic Resource Management:Lead the strategic management of external creative vendors freelancers and partner marketing teams to ensure all creative output is modern and data-driven.
- AI Innovation & Optimization:Champion the strategic adoption of AI-driven tools for personalization predictive analytics and content optimization. Identify and scale high-impact AI use cases to improve collaboration pipeline visibility and engagement insights.
- Performance & Insight Ownership:Own the measurement framework for channel campaigns partnerships and events. Synthesize performance data using advanced analytics to provide actionable insights and strategic recommendations to the Head of Growth and Revenue Leaders.
Qualifications:
- The ideal candidate has 7 years of B2B marketing experience (preferably in wealth management fintech or asset management distribution).
- Proven ability to lead both strategy and execution including managing vendors freelancers and partner marketing teams.
- Deep understanding of channel-specific marketing and proven record of delivering measurable business impact.
- Strong advocate for AI adoption in marketing with the ability to identify test and scale relevant AI use cases that drive efficiency personalization or data insights.
- Exceptional communicator capable of simplifying complex financial concepts into clear advisor-focused messaging.
- Experience collaborating with senior executives and field sales teams
- Proficient in Salesforce HubSpot and presentation software (PowerPoint Google Slides).
- Highly organized adaptable and comfortable managing multiple high-impact initiatives simultaneously.
Halos Benefits and Compensation:
This is a great opportunity with a company that values and rewards its employees. Halo offers a competitive package of benefits and compensation that will make your work life both fulfilling and enjoyable.
- This is a Chicago-based hybrid role working 3 days/week in our downtown Chicago office.
- Work with a great team in an exciting work environment
- Competitive compensation package: base salary of $90000-$120000 plus bonus compensation based on personal and business objectives. (Please note: Salary data is a general guideline. Halos salaries are based on candidate skills and experience.)
- Comprehensive benefits including medical dental vision insurance life & disability etc.
- Multiple voluntary benefits: identity protection pet insurance accident insurance and more!
- Flexible PTO policy
- 401k program to help build wealth for the future
- Paid parental leave to bond with your new addition
- Chicago-based employees have access to a company-paid on-site gym happy hours and ad-hoc outings and activities like sports teams volunteer events and more!
Halo values diversity and inclusion and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color sex sexual orientation national origin disability status protected veteran status or any other characteristics protected by federal state or local laws regulations or ordinances. If you need assistance or accommodation due to a disability or special need when applying for a role or during our recruitment process please speak with our recruiter or contact us at:
Required Experience:
Manager
Key Skills
- Business Development
- Customer Service
- Apache
- Market Research
- Customer Relationship
