Campaign Manager - Raymond James Investment Management

Job Description

Summary At Raymond James Investment Management, marketing plays a critical role in driving growth across our U.S. Wealth and Institutional businesses. We are seeking a highly motivated Campaign Manager to lead the strategy, planning, execution, and optimization of integrated marketing campaigns that support distribution priorities and business growth.

This individual will serve as the central orchestrator of multi-channel marketing initiatives, from campaign ideology and planning through in-market execution, performance measurement, and optimization. The ideal candidate is a self-starter who excels at managing complex projects, coordinating cross-functional teams, and leveraging data, technology, and AI-enabled tools to deliver measurable business outcomes.

The Campaign Manager will translate business objectives into audience-centric marketing programs across digital, content, email, social media, webinars, events, and sales enablement channels.

This role will partner closely with Sales, Product Marketing, Digital Marketing, Marketing Operations, Compliance, Data, and external vendors to deliver campaigns that drive engagement, lead generation, pipeline growth, and business impact across financial advisors, intermediary platforms, and institutional investors.

Job Description

Responsibilities: • Lead the end-to-end project management and execution of integrated marketing campaigns aligned to intermediary and institutional business priorities. • Develop comprehensive campaign plans including objectives, audience segmentation, messaging, channel strategy, timelines, dependencies, resource requirements, and success metrics. • Serve as the primary coordinator across marketing, sales, product, compliance, data, and operations teams to ensure campaigns are delivered on time, within scope, and aligned with business goals. • Manage multiple concurrent campaigns and strategic initiatives while maintaining project plans, marketing calendars, stakeholder communications, and workflow processes. • Translate business strategies into actionable campaign briefs and integrated marketing plans that drive engagement, lead generation, and sales enablement. • Partner with Digital Marketing, Creative, and Marketing Operations teams to execute cohesive campaigns across email, web, social media, webinars, thought leadership content, paid media, and events. • Leverage Salesforce Financial Services & Sales Cloud, Salesforce Marketing Cloud, Agentforce AI, LinkedIn, Seismic, ON24, and other marketing technologies to deploy, monitor, and optimize campaign performance. • Utilize AI-enabled marketing capabilities and emerging technologies to improve campaign planning, audience segmentation, personalization, content recommendations, workflow automation, testing, and performance analysis. • Establish campaign measurement frameworks and KPI reporting to assess engagement, marketing contribution, lead generation, pipeline impact, and return on investment. • Analyze campaign performance and audience behavior to identify trends, optimize future campaigns, and present actionable insights to marketing and business leadership. • Partner with distribution teams to ensure campaign insights, leads, and engagement intelligence are effectively leveraged within the sales process. • Ensure all marketing activities comply with regulatory and corporate governance requirements by partnering closely with Compliance and Legal. • Contribute to the continuous improvement of campaign management processes, project workflows, reporting frameworks, and marketing best practices.

Knowledge of: • Integrated marketing campaign planning, execution, and measurements across digital, email, social, webinar, event, and content marketing channels. • U.S. intermediary and institutional distribution channels, including RIAs, broker-dealers, wirehouses, consultants, retirement platforms, and institutional investors. • Marketing automation, lead generation, lead nurturing, customer journey development, and campaign performance optimization. • Salesforce technologies and AI capabilities, LinkedIn, Seismic, ON24, and related sales and marketing technologies. • Data-driven marketing, audience segmentation, campaign attribution, marketing analytics, and performance reporting. • AI applications within marketing, including audience targeting, content development, personalization, predictive insights, workflow automation, and campaign optimization. • Financial services marketing compliance and regulatory considerations.

Skills in: • Project management skills with the ability to organize, prioritize, and execute multiple campaigns and initiatives simultaneously. • Stakeholder management skills with the ability to influence and coordinate cross-functional teams in a matrixed environment. • Strong analytical skills with the ability to translate campaign data into actionable business recommendations. • Marketing technology proficiency, including Salesforce, marketing automation, webinar, and sales enablement platforms. • Effective written, verbal, and presentation communication skills with the ability to communicate campaign strategy and results to stakeholders at all levels. • Demonstrated ability to leverage AI-powered tools and technologies to improve productivity, campaign effectiveness, and marketing outcomes. • Strong organizational skills, attention to detail, and commitment to execution excellence. • Proactive, self-motivated mindset with a strong sense of ownership and accountability.

Ability to: • Lead campaigns from concept through execution, measurement, reporting, and optimization. • Function as the project manager and central point of coordination across multiple stakeholders and workstreams. • Balance strategic thinking with hands-on execution and operational excellence. • Prioritize competing deadlines and adapt to changing business priorities. • Leverage technology, data, and AI-driven insights to improve campaign effectiveness and business outcomes. • Identify opportunities for innovation, process improvement, and increased marketing efficiency. • Work independently with minimal supervision while contributing effectively within collaborative teams.

Educational/Previous Experience Requirements: • Bachelor's degree in Marketing, Communications, Business, or a related field and a minimum of five (5) years of experience in integrated marketing, campaign management, demand generation, or channel marketing within asset management, wealth management, financial services, or a similarly regulated industry. ~or~ • Any equivalent combination of experience, education and/or training approved by Human Resources.

Education

Bachelor’s - Completed: Business Administration, Bachelor’s - Completed: Digital Communications and Media/Multimedia, Bachelor’s - Completed: Marketing Work Experience General Experience - 6 to 10 years Certifications Travel Less than 25% Workstyle Hybrid The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status.

To view more details of the benefits offered, visit Myrjbenefits.com. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

When associates bring their best authentic selves, our organization, clients, and communities thrive.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-JB1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St.

Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James.

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