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Are you passionate about creating an exceptional client experience?
Discover your opportunity with Union Bank®, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we have our clients’ best interest in mind and draw on more than 160 years of experience to understand their distinct needs to tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group, knowing that trust starts with a culture of putting people first and empowering you to achieve your potential.
Join Union Bank, where being inspired is expected and creating results is rewarded.
Intrepid provides M&A, capital raising and strategic advisory services to entrepreneurs and middle-market companies in various industry sectors. Our heritage breeds a culture that embraces teamwork, tenacity and creativity to help our clients win big. We believe that every company has an entrepreneurial passion that drives it and a story that defines it. Our team delivers results through skillful positioning and relentless execution. Based in Los Angeles, Intrepid augments its international capabilities through its active participation in Oaklins, an exclusive global alliance of M&A advisory firms.
This is a hybrid position. There are flexible work from home options available. A member of our recruitment team will discuss the options with you in more detail.
HEAD OF MARKETING & COMMUNICATIONS
Intrepid is looking for an energetic and creative Head of Marketing & Communications to help reinforce the brand and work with the CEO and leaders of the firm’s practice areas to develop and implement marketing and communication campaigns and strategics to reach relevant target audiences to drive business opportunities. This position reports directly to the Chief Executive Officer of Intrepid.
Responsibilities
Minimum of 15 years of marketing and branding experience.
Marketing, communications, and brand strategy
- Oversee all aspects of the company’s Marketing and Communications functions to
- Responsible for bringing state of the art marketing and digital practices to the
- Manage a small team of marketing support professionals and work with specialty
- Responsible for strategy and planning, training, staffing and project management
- Responsible for process creation, objective setting, and budgeting responsibilities
- Manage organic, paid, content creation and creative channels
- Help advance the brand voice within the organization and externally through creative
- Utilize paid digital and social media as well as partnerships with existing platforms and
- Work with leaders of the firm’s practice areas to define the lead generation
- Work with the practice groups to develop content strategy
- Conceptualize brand creative with graphic designer and outside agency, as needed
- Design and execute all marketing plans and campaigns across all channels such as
- Manage the production of all collateral materials to support marketing efforts
- Oversee public relations and communications with external audiences, including local,
- Source and implement marketing automation program
- Media related responsibilities including drafting press releases and blogs, media kit,
pitches, responsible for awards and reprints
Events, relationships, and client experience
- Manage all events, sponsorships and speaking engagements
- Build engagement with content and reach new industry specific target audiences
- Increase conversion rates and traffic across channels
Operations and Compliance
- Social media policy and guidelines, brand style guide, business continuity, privacy and
disclosures, CCPA/CPRA, marketing operating manual, emergency preparedness,
written supervisory procedures, events process, communications policy, compliance
- Maintain working knowledge of FINRA/SEC regulations and interface with the firm’s
compliance department to make sure marketing and communication practices comply
with regulatory and firm policies; work with the compliance department to adopt and
- Compliance – Review responsibilities include advertising and sales literature and
- Manage the application of and relationship with HubSpot, the firm’s marketing
- Oversee compliance with CCPA/CPRA regulation
- Expense tracking – Insure the tracking of all marketing related expenses in the firm’s
expense management system, interfacing with Accounting and Accounts Payable as
- Assist with tracking of the marketing spend of each practice area and overall firm
marketing spend
Culture and community
- Act as team builder, people manager, able to serve as mentor and role model for staff, ensuring a culture of inclusion, innovation, collaboration, and accountability
- Embrace the culture and values of the firm
- Identify and manage community outreach and special partnerships in the communities we serve
Qualifications
The ideal candidate should possess the following:
- 15 years-plus experience in financial services field as a senior leader in marketing and
- 5-plus years in digital marketing experience (SEO/SEM and pay per click)
- Team management and team building experience
- Passionate about the firm’s service offerings and mission
- Strong creative, analytical and management skills
- Ability to set strategy, listen to the needs of the practice leaders to implement
strategies that drive value to their practices, yet able to willing to work “in the trenches”
with graphic design, business development and banker industry teams, internal
departments (IT, Compliance, Privacy, Legal, Sourcing, Vendor Management, Risk
Management, Human Resources, Finance & Accounting), external vendors and
- Superior communications skills (written, verbal, and presentation), ability to
- Familiarity with software systems such as Adobe Creative Suite, HubSpot, WordPress,
- Bachelor’s degree in marketing, communications, or equivalent
Equal Opportunity Employer M/F/D/V
Member FINRA/SIPC
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.
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Union Bank