American Bankers Association
Market Manager, Wealth Management
American Bankers Association, Washington, District of Columbia, us, 20022
Want to work for a great Organization?
The American Bankers Association is the banking industry's champion. Joining ABA makes you part of a team that: • has Extraordinary People - ABA experts are the "go to" sources for bankers, policy makers and the media for credible information and insights for the banking industry. • has Unmatched Scope and Scale - ABA's unparalleled information and services keep members current, knowledgeable and prepared. • is Impact-Driven - ABA has a proven record of bringing about positive change for our members and the industry. We take action and achieve results. Plus competitive pay, an outstanding benefits package, a convenient DC location, a professional collegial work environment and an opportunity to work on issues of national significance equals a winning combination!
Click Here to review ABA's holistic approach to Benefits and Total Rewards. (https://www.aba.com/about-us/work-at-aba/benefits)
Did you know that women and other marginalized groups are often reluctant to submit job applications if they don’t meet 100% of the requirements? We encourage you to take a chance! If you don’t satisfy every criterion, but know you can excel in the role, we urge you to apply! We’d love to connect and talk with you about joining our team.
Employer of Choice: ABA is recognized with a 2023 Great Company Culture Award and 2024 Great Place to Work designation !
Job Description:
OME’s Wealth Management Market Manager is responsible for the development and implementation of strategic initiatives and long-term business plans elevating ABA as the premier content provider in the industry across all dimensions of wealth management (planning, investment management, trust, private banking). The Market Manager will assess the value proposition of current and existing products/services, identify deficiencies, and opportunities to attract and convert our target audience. This position will develop partnerships with subject matter experts (SMEs) and key industry players to gather market research and establish marketing requirements and priorities that support business initiatives and influence marketing campaigns through coordinated efforts with internal product development teams, professional certifications, marketing, advocacy/government relations, and other internal departments. The Market Manager will track and analyze the performance of the wealth management training portfolio for profitability and trending data to provide ongoing guidance to executive leadership with developing pricing strategies and assisting with determining budgets and targets. This position will engage with key member banks and state associations as necessary to understanding needs, trends, and opportunities in the business, and to further ABA’s wealth management business objectives.
Key Responsibilities:
Develop analysis on new market opportunities within OME’s Wealth Management training business and lead strategic planning discussions by leveraging research, changing business conditions, and market trends to establish priorities with internal teams and communicate with senior leaders about marketing programs, strategies, and budget, ensuring effective operating plan implementation and results.
Create and enhance content quality, identify and expand target audiences (including private bankers, wealth planners and other wealth management practitioners), and coordinate with assigned Marketing Strategist to develop messaging plans addressing objectives across different channels and segments.
Establish working relationships with OME’s Membership and Relationship Managers to assist with developing new business sales, improving retention results, and designing training proposals (solutions) to support market/client training and development needs as defined.
Work directly with internal program managers, instructional designers, and professional certifications to partner with existing SMEs content development and assist with building bench of SMEs serving as instructors, speakers, and or advisory board members.
Serve as leader in the development and, when appropriate, the delivery of curriculum for the ABA Wealth Management and Trust Schools, in bank programs, online certificates, webinars, training shorts, and podcasts, as well as coordinate with advisory boards on core content topics for the Conference. (i.e., recommend appropriate topics and speakers/instructors and assist in program implementation)
Act as a business partner to ABA’s Center for Securities, Trust and Investments to stay current with ABA’s policy positions and initiatives.
Qualifications:
Bachelor’s degree
Minimum of seven years of related experience
Intimate understanding of traditional and emerging wealth management roles and responsibilities, non-bank competition and how they are differentiated, in addition to professional judgment and discretion that comes from years of experience in this field
Familiarity with the latest trends, technologies and methodologies in offering wealth management products, services, and or vendor solutions
Excellent communication skills
Ability to think creatively and innovatively
Budget management skills and proficiency
Analytical skills to forecast and identify trends and challenges
Master’s degree preferred
Wealth Management professional designation (i.e., CTFA, CFA, CFP, etc.) preferred
Recognized as a SME in Wealth Management with speaking or teaching experience preferred
Proficiency with social media and networking platforms preferred
Ability to travel <20%
Target Salary Range: $155,000 - $168,000
Salary Band Range:
$118,788.00 - $161,841.00 - $204,895.00
American Bankers Association (ABA) is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, age, sex, marital status, gender identity, sexual orientation, disability, protected Veteran status, personal appearance, political affiliation, family responsibilities, or any other characteristic protected by applicable law.
ABA encourages and celebrates diversity so if you are motivated, hardworking and want to make a difference, come as you are!
The American Bankers Association is the voice of America’s banks—the small, midsize, regional and large banks that together employ more than 2 million women and men and help drive America's economy.
Please join us and become a part of a rapidly transforming industry that drives growth and innovation at home and around the world.
The American Bankers Association is the banking industry's champion. Joining ABA makes you part of a team that: • has Extraordinary People - ABA experts are the "go to" sources for bankers, policy makers and the media for credible information and insights for the banking industry. • has Unmatched Scope and Scale - ABA's unparalleled information and services keep members current, knowledgeable and prepared. • is Impact-Driven - ABA has a proven record of bringing about positive change for our members and the industry. We take action and achieve results. Plus competitive pay, an outstanding benefits package, a convenient DC location, a professional collegial work environment and an opportunity to work on issues of national significance equals a winning combination!
Click Here to review ABA's holistic approach to Benefits and Total Rewards. (https://www.aba.com/about-us/work-at-aba/benefits)
Did you know that women and other marginalized groups are often reluctant to submit job applications if they don’t meet 100% of the requirements? We encourage you to take a chance! If you don’t satisfy every criterion, but know you can excel in the role, we urge you to apply! We’d love to connect and talk with you about joining our team.
Employer of Choice: ABA is recognized with a 2023 Great Company Culture Award and 2024 Great Place to Work designation !
Job Description:
OME’s Wealth Management Market Manager is responsible for the development and implementation of strategic initiatives and long-term business plans elevating ABA as the premier content provider in the industry across all dimensions of wealth management (planning, investment management, trust, private banking). The Market Manager will assess the value proposition of current and existing products/services, identify deficiencies, and opportunities to attract and convert our target audience. This position will develop partnerships with subject matter experts (SMEs) and key industry players to gather market research and establish marketing requirements and priorities that support business initiatives and influence marketing campaigns through coordinated efforts with internal product development teams, professional certifications, marketing, advocacy/government relations, and other internal departments. The Market Manager will track and analyze the performance of the wealth management training portfolio for profitability and trending data to provide ongoing guidance to executive leadership with developing pricing strategies and assisting with determining budgets and targets. This position will engage with key member banks and state associations as necessary to understanding needs, trends, and opportunities in the business, and to further ABA’s wealth management business objectives.
Key Responsibilities:
Develop analysis on new market opportunities within OME’s Wealth Management training business and lead strategic planning discussions by leveraging research, changing business conditions, and market trends to establish priorities with internal teams and communicate with senior leaders about marketing programs, strategies, and budget, ensuring effective operating plan implementation and results.
Create and enhance content quality, identify and expand target audiences (including private bankers, wealth planners and other wealth management practitioners), and coordinate with assigned Marketing Strategist to develop messaging plans addressing objectives across different channels and segments.
Establish working relationships with OME’s Membership and Relationship Managers to assist with developing new business sales, improving retention results, and designing training proposals (solutions) to support market/client training and development needs as defined.
Work directly with internal program managers, instructional designers, and professional certifications to partner with existing SMEs content development and assist with building bench of SMEs serving as instructors, speakers, and or advisory board members.
Serve as leader in the development and, when appropriate, the delivery of curriculum for the ABA Wealth Management and Trust Schools, in bank programs, online certificates, webinars, training shorts, and podcasts, as well as coordinate with advisory boards on core content topics for the Conference. (i.e., recommend appropriate topics and speakers/instructors and assist in program implementation)
Act as a business partner to ABA’s Center for Securities, Trust and Investments to stay current with ABA’s policy positions and initiatives.
Qualifications:
Bachelor’s degree
Minimum of seven years of related experience
Intimate understanding of traditional and emerging wealth management roles and responsibilities, non-bank competition and how they are differentiated, in addition to professional judgment and discretion that comes from years of experience in this field
Familiarity with the latest trends, technologies and methodologies in offering wealth management products, services, and or vendor solutions
Excellent communication skills
Ability to think creatively and innovatively
Budget management skills and proficiency
Analytical skills to forecast and identify trends and challenges
Master’s degree preferred
Wealth Management professional designation (i.e., CTFA, CFA, CFP, etc.) preferred
Recognized as a SME in Wealth Management with speaking or teaching experience preferred
Proficiency with social media and networking platforms preferred
Ability to travel <20%
Target Salary Range: $155,000 - $168,000
Salary Band Range:
$118,788.00 - $161,841.00 - $204,895.00
American Bankers Association (ABA) is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, age, sex, marital status, gender identity, sexual orientation, disability, protected Veteran status, personal appearance, political affiliation, family responsibilities, or any other characteristic protected by applicable law.
ABA encourages and celebrates diversity so if you are motivated, hardworking and want to make a difference, come as you are!
The American Bankers Association is the voice of America’s banks—the small, midsize, regional and large banks that together employ more than 2 million women and men and help drive America's economy.
Please join us and become a part of a rapidly transforming industry that drives growth and innovation at home and around the world.