Download Membership Manager

CSI has earned its reputation through relevant, real-world training courses and assessments, innovative educational
offerings and credentials ranging from securities to mutual funds, from banking and trust to insurance, from
portfolio management to financial planning and wealth management. We are committed to building a
collaborative culture where people love what they do and feel motivated to use their creative energy to build
innovative training solutions for our customers evolving in the global financial industry. Our values as an
organization focus on trustworthiness and integrity, attention to our customers, insight, knowledge and
responsibility to our customers, regulators, shareholders and employees. Together we can transform the future.
We need you to add to our momentum!
Marketing Manager
Working with a team of Marketing Specialists, the Marketing Manager leads and implements marketing
initiatives that achieve CSI’s financial goals and builds brand equity, and is directly accountable for high
impact strategies that grow customer acquisition, retention, revenue and ROI.
What you will achieve in this role:
Getting Results
 Manage the development and implementation of annual marketing and communications plans,
ensuring clear articulation to internal and external stakeholders/agencies
 Lead and implement high impact, integrated marketing campaigns to drive increased customer
acquisition, retention, revenue and ROI, including:
 Developing campaign strategy, ensuring faithfulness to CSI brand and voice
 Applying best practices, insights, and continuous testing
 Assessing results to identify opportunities to: 1) improve lead generation and conversion
and, 2) optimize impact and synergy across channels and audiences
 Manage CSI’s website, social media, and SEO/SEM strategies and implementation, ensuring brand
consistency across channels, and maximizing customer engagement
 Lead and/or manage projects to support and deliver CSI’s strategic initiatives and innovation
pipeline, as required
 Leverage customer insights, industry trends, and best practices to optimize marketing initiatives,
drive innovation, and reduce competitive threats
Building and Managing Relationships
 Manage and coach a team of four Marketing Specialists towards high performance
 Collaborate closely with internal and external stakeholders in planning and implementing the
successful commercialization of CSI products
 Partner with cross-functional team members to support business priorities and objectives
 Manage multiple agency relationships on a daily basis to deliver marketing objectives, drive
innovation, and ensure excellence in execution. Ensure strong coordination and synergies between
agencies and teams
Marketing Operations Oversight
 Continually assess and improve marketing operations and processes to increase speed-to-market
and maximize productivity and results
 Establish and monitor key performance indicators, using the most effective tools to assess results
and drive growth and improvements
 Manage and optimize the Marketing and Communications budget, ensuring coordination with key
partner budgets, and completing monthly reporting
 Ensure accuracy and effectiveness of all marketing process documents (briefs, brand guidelines, etc.)
and maintain an extensive rolling campaign calendar
 Support internal stakeholders and senior management in the development and communication of
regular reports and presentations
What you will bring to this role:
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Highly adept relationship-builder, collaborator, and influencer
Strong people-manager with proven experience managing marketing professionals/teams
Exceptional project management and campaign implementation skills: a proven track record of
successfully managing projects that deliver results, on time and on budget
Strong strategic planning skills with command of branding fundamentals
Highly creative, out-of-the-box thinker with a focus on innovation and continuous improvement
Strong analytical skills. Able to translate qualitative and quantitative research/data into insights that
drive strategy and results
Excellent written and verbal communication skills
Able to understand and leverage the financial services advisor environment and translate into highimpact marketing activity
Qualifications:
 University degree in Business Administration, Marketing or Communications
 Classically trained agency or client-side marketer with 7+ years' business experience, ideally within
financial services, combined with a solid understanding of online and direct marketing, social media,
and creative and production processes
 Experience in the financial services industry is preferred
 Strong knowledge of Microsoft Office, including Word, Excel, and PowerPoint is required
 Knowledge of Google Analytics, Adwords, Omniture and Exact Target is an asset
If this sounds like you or someone you know, contact us.
E-mail a resume, with the subject line of “Marketing Manager” to [email protected].
We thank you for your interest. Only those selected for interviews will be contacted.