Financial Services Vertical Marketing Specialist

Brief Description

A Financial Services Vertical Market Specialist is a crucial role that brings Smart Communications’ leading SaaS offerings to market globally. This is a high-profile role both within the business as well as within the marketplace. The role engages with sales, marketing, development, customer success, and other teams within the organization by developing the strategy and content that expresses our horizontal technology offerings in terms of valuable use cases and opportunities that are important to the financial services industry, with an emphasis on the wealth and asset management segment.

This role includes engagement with customers, prospects, key industry analysts, and many departments within Smart Communications. This is a high-profile role, including speaking at conferences, delivering webinars, creating relevant video content, crafting responses to RFIs, developing content for business development representatives, supporting sales, delivering roadmaps, and presenting key trends back to the business to drive future priorities.

Summary

The Financial Services Vertical Market Specialist has a background in finance or marketing software to financial services organizations. The role supports use cases in wealth management and retail banking segments, focusing on applications that collect data (applications, onboarding, regulatory forms, etc.) and customer communications (correspondence, contracts, compliance communications, statements, portfolio review documents, pitch books, and other critical customer communications.

The ideal candidate will have extensive experience in a financial institution, preferably with experience in wealth management. The candidate will develop and execute targeted marketing strategies, support cross selling initiatives, develop content, and develop an audience as a thought leader in financial services communications at events, on panels, in webinars, with videos, and by writing.

About Smart Communications

Smart Communications is a leading technology company focused on helping businesses engage in more meaningful customer conversations. Its Conversation Cloud™ platform uniquely delivers personalized, omnichannel conversations across the entire customer experience, empowering companies to succeed in today’s digital-focused, customer-driven world while also simplifying processes and operating more efficiently.

Smart Communications is headquartered in the UK and serves more than 650 customers from offices located across North America, Europe, and Asia Pacific. Smart Communications’ Conversation Cloud platform includes the enterprise-scale customer communications management (CCM) power of SmartCOMMTM, forms transformation capabilities made possible by SmartIQTM and the trade documentation expertise of SmartDXTM. In 2021, the company acquired Assentis, a leading European software solutions provider specializing in customer communications management (CCM) with a focus on the financial services industry. To learn more, visit smartcommunications.com.

Who are you?

• Looking for an amazing communicator with deep experience (5+ years) in a financial services firm as a business analyst, business architect, or product owner.
• And/or Seeking a strong Vertical Marketer for financial services in a successful FinTech firm with a SaaS-based offering.
• Looking for a collaborator that can bring value to almost all departments as a thought leader to help communicate value, co-develop marketing strategies, support key sales opportunities, and represent Smart Communications in relevant industry forums.
• This role is in the Product and Vertical Marketing team that reports up to the CTO side of the business, ensuring a strong connection between the needs of the Financial Services market and the development plan.
• This role presents an opportunity to build a personal brand as a financial services thought leader while supporting the growth of Smart Communications while the financial services industry confronts changing regulations, increased focus on security, changing workforces, digital transformation, and increasing customer expectations.

The responsibilities of the role include:

• Market Research & Analysis: Analyzing the financial services market, identifying key trends, competitive landscape, and customer needs to inform sales and marketing strategies from a variety of sources.
• Understand Market Trends: Identify market trends and identify how Smart Communications’ technology eliminates common industry problems.
• Content Creation: Developing targeted content (e.g., blogs, brochures, case studies, webinars, blog posts, customer stories, etc.) that resonates with financial services professionals and addresses their specific industry needs.
• Campaign Management: Partnering with marketing to execute campaigns that deliver on high growth targets that generate leads and drive customer acquisition within the financial services sector in supported regions.
• Sales Enablement: Creating sales tools and resources (e.g., presentations, brochures, demos) that equip the sales team to effectively sell to financial services clients.
• Relationship Building: Building and maintaining relationships with key influencers, industry analysts, and potential customers within the financial services industry.
• Collaboration: Working closely with sales, product, and other marketing teams to ensure alignment and achieve overall business objectives.

What we’re looking for:

Must have skills/experience:

• Five years or more in a technology adjacent role within a leading financial institution, preferably with wealth management experience.
• Or equivalent experience as a financial vertical marketer within a successful SaaS business or FinTech firm.
• Deep knowledge of relevant use cases related to communication and data collection within financial services firms.
• Amazing communication skills, including creating presentations, presenting to large groups, creating written content (blogs, articles, videos, BDR emails, sales training, client RFI answers for key questions, analyst submissions, and other content in support of raising market awareness and supporting sales growth.
• Ability to travel across all supported regions and countries in support of the business
• Availability to support events at conferences, events, and other forums to represent Smart Communications.

Advantageous skills/experience:

• Experience in Wealth and Asset Management highly advantageous
• Experience developing lending/loan origination processes if there is no Wealth and Asset Management experience.
• Previously published content in financial services trade publications
• Strong industry relationships in organizations, customer groups, or other relevant forums that discuss trends, solutions, or concepts for finance.
• Experience recording audio and video content from home office.

We look for the following SMART values in everyone we hire at Smart Communications:

• Speak Openly - We are positive, creative, helpful, kind and we have fun. We listen and provide constructive feedback. Through meaningful conversations we encourage each other to be the best that we can be. We’re not complainers we’re problem solvers.
• Make a Difference - We focus on the things that matter and prioritize the things that have the greatest impact. We celebrate success and hold ourselves accountable for our choices. We don’t sit on the sidelines.
• Agile & Flexible - We are focused on evolving, improving and growing. We think differently and challenge the status quo with open minds. We ask ‘why?’ so that we can help remove complexity. We don’t allow hurdles to get in our way.
• Results-Focused - We get stuff done by being efficient, working at pace and paying attention to detail. We focus on finding solutions and fixing things. We don’t believe in being busy for the sake of being busy, we focus on productivity.
• Teamwork - We are stronger and better together. We collaborate, trust and support each other to deliver results for our company and our customers. We don’t want anyone to feel disengaged, we’re in this together!

What’s the deal?

We will provide you with the tools, equipment and support to give you the best possible chance of success and over-achieving your goals. Salary will depend on your experience and will be highly competitive.

In addition to a friendly, flexible and fun working environment, we provide a range of other benefits, including extensive health, dental and vision insurance, employer-funded health savings account, flexible spending plan, life and AD&D insurance, short and long term disability insurance, gym membership reimbursement, and 401K contribution, as well as 18 days’ holiday allowance plus an additional day off on your birthday!

This role has a hybrid setup with occasional travel required.

So, if we interest you, please let us know by applying for this position and tell us all about yourself.

Please note: we only consider applicants with current legal right to work in the countries in which our positions are based. All qualified applicants will receive consideration for employment regardless of colour, religion, sex, national origin, sexual orientation, age, disability, marital status or gender identity.

To learn more about Smart Communications visit:

https://www.smartcommunications.com/