Asset & Wealth Management – Digital Product Engagement – Associate – Retirement

Asset & Wealth Management – Digital Product Engagement – Associate – Retirement

Requirements

• Bachelor’s degree or equivalent
• At least 3 years of relevant experience; experience with a retirement service provider a plus
• Experience executing email marketing campaigns via Braze or similar campaign tool – Braze is highly preferred
• Experience developing and troubleshooting HTML files
• Experience conducting A/B testing for emails
• Knowledge of defining and setting up multi-step campaigns including trigger and drip campaigns
• Strong analytical skills with experience analyzing campaign reporting to identify potential areas for improvements/optimizations
• Strong communication and interpersonal skills, including excellent writing skills
• Experience with Microsoft Excel
• Experience with project management systems (experience with JIRA is a plus)
• Familiarity with different technologies and the ability to learn new systems quickly and effectively
• Ability to multi-task while working under pressure
• Team oriented; able to interact effectively with all levels
• Excellent client service skills, understanding of how to build strong relationships with internal and external clients

Responsibilities

• Work with other team members including the content strategist, database experts, designers and project managers to create emails using templates available within the Braze platform and/or by writing HTML
• Use the Braze platform to set up and deploy one-time email campaigns and multi-step canvases, pulling recipients dynamically
• Integrate and test liquid logic into the emails for greater personalization
• Plan and execute pre-launch testing of campaigns and canvases to ensure that all dynamic behavior is working as expected, including audience segments and actions.
• Learn the software product and UX that our audience is interacting with, to understand desired user behavior and conversion events and ensure consistency across all methods of interaction
• Utilize existing, or create new, workflows for the email delivery, generate proofs and obtain required approvals, approve emails for delivery, analyze results and report key findings to stakeholders
• Recommend and implement A/B tests for emails to improve engagement
• Recommend and implement solutions to automate multi-step campaigns utilizing Campaign features for drip and trigger campaigns
• Implement personalization and customized mailings using user profile data and user behaviors
• Liaise regularly with engineering team members leading Braze development on any issues and enhancements required
• Monitor trends in participant engagement, Defined Contribution/retirement communications and personalized email campaigns; utilize research and metrics to recommend improvements to our engagement strategy
• Work with global team to ensure best practices are implemented and shared

Preferred Qualifications

• Experience with a retirement service provider a plus