VP, Marketing Strategy & Planning

Department Overview 

Our Marketing department focuses on building and promoting the W&D brand to ensure that everyone understands the benefits of W&D. Our specialized marketing experts collaborate to provide excellent service internally and externally. Our specialties include Brand & Content, Creative, Marketing Strategy & Planning, Digital (Web, Email and Advertising), PR/Social Media, Events, and Operations and Analytics. 

The Impact You Will Have

This is an exciting opportunity to help drive growth for one of FORTUNE Magazine’s 20 fastest growing public companies and a Great Place to Work®. In this role, you will collaborate with the CMO to develop and oversee the Marketing Strategy & Planning discipline. You will manage a team of 2-3 VPs of Marketing Strategy & Planning who have 2-4 business line responsibilities. In addition, you will act as the VP, Marketing Strategy and Planning for three of our high-priority growth businesses Capital Markets, Zelman & Associates Research and Investment Banking and W&D Investment Sales (WDIS.) You will collaborate with the sales and marketing leadership to plan, execute, and measure marketing campaigns for these business lines.   

Primary Responsibilities 

• Develop the Marketing Strategy & Planning discipline.  

• Manage a team of 2-4 VPs of Marketing Strategy & Planning.  

• intelligence—be the expert on the buyers for our products, who are they, how they buy and their key buying criteria.  

• Monitor and understand the competitive landscape—be an expert on our competition and its positioning.  

• Collaborate with marketing communications and group heads to develop product positioning and messaging that resonates with our target buyer personas.  

• Understand and document our clients’ buying processes, including where they get information, and the who, what, when and why behind the decisions they make. Then implement changes to our sales and marketing processes based on what you learn.  

• Develop integrated marketing plans for products you support in conjunction with the marketing, group heads, and sales teams, including:  

• Pro-forma pipeline goals to meet revenue commitments 

• Channels and tactics to build awareness, drive demand, and help close deals 

• Propose budgets to support the retention of existing customers and the acquisition of new customers.  

• Plan the launches of new offerings and solutions

• Manage the cross-functional implementation of marketing plans with all marketing and communications disciplines: PR, external communications, events, social media, digital marketing (including email and web), creative teams and marketing operations and analytics.  

• Track and report campaign results to business stakeholders and executives. Assess the effectiveness on an ongoing basis, and report back to the businesses on required changes.  

• Coordinate thought leadership for products externally, including speaking engagements and written works.  

• Understand and support our sales channels; develop internal tools and external collateral and advise how and when to use it.  

• Perform other duties as assigned. 

• Attendance is generally 8:30 am – 5:30 pm EST Monday through Friday with the ability to work up to 2 of those days remotely 

Education and Experience 

• Bachelor’s degree in business or marketing or equivalent  

• 7+ years of marketing experience, preferably within financial services  

 
Knowledge, Skills and Abilities 

• Excellent leadership and management skills.  

• B2B marketing acumen, including product marketing, digital marketing, account-based marketing.  

• Curiosity, strong drive, and willingness to learn our business.  

• Strong presentation, facilitation, and verbal communication skills.

• Excellent writing skills, with the knack of translating complex topics into compelling content for clients.

• Roll-up-your-sleeves attitude – willingness to pitch in and collaborate to help drive a project forward.

• Ability to build consensus and lead through influence.

• Exceptional ROI-tracking skills, able to prove what is or isn’t working.

• Knowledge of Salesforce, Pardot, DemandBase, a plus.

• Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes 

• Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders 

This position has an estimated base salary of $150,000 - $175,000 plus discretionary bonus. An employment offer is based on the applicant’s relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.

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