Marketing Manager - Wealth Management (Max $63/hr W2)

LenmarConsultingInc

New York, NY, United States contract

Posted: April 22, 2026

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Quick Summary

The Marketing Manager will be responsible for supporting the Client Acquisition and Retention Offer Strategy

Required Skills

Marketing Competitive Analysis Request-to-Offer process Customer Service Communication Project Management Analytics

Job Description

Finance

Position Summary:

The Wealth Management Marketing team is seeking an experienced Marketing Manager to support our Client Acquisition and Retention Offer Strategy. In this role, you will collaborate with partners in Marketing, Product, Legal, Risk, Analytics & Finance to launch new offers to E*TRADE prospects and clients.

Successful candidates are detail-oriented, organized, and effective communicators with strong interpersonal skills. Experience coordinating numerous deliverables across large working groups is a must.

Responsibilities:

- Competitive Analysis: Provide regular updates on the promotional offer strategies of key competitors in and outside of the financial services industry. Highlight gaps and opportunities.

- Offer Implementation Management:

o Request Forms

o Terms and Disclosures Development

o Service Team Engagement

- Collaborate with the marketing team to bring the offer to market

- Monitor and analyze campaign performance to continuously optimize

- Review offer escalation email/form to provide approvals on backdating and adhoc payments

Knowledge and Skills Required:

• B.A. or B.S. with a concentration in Marketing, Communications or English a plus

• A minimum of 5-7 years of marketing experience, preferably in the financial services industry

• Previous experience in marketing pricing and promotions a plus, but not required

All your information will be kept confidential according to EEO guidelines.

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