What are the responsibilities and job description for the Campaign Manager, Salesforce / RJIM position at Raymond James Financial, Inc.?
Job Description Summary
The Campaign Manager leads strategic marketing efforts to drive lead generation and client engagement across intermediary and institutional channels. Using Salesforce Marketing Cloud, the role builds and executes multi-channel campaigns that support a wide range of investment products and strategies, including advisor engagement and thought leadership. This position works cross-functionally to translate business goals into targeted, results-driven campaigns that advance firm growth and deepen client relationships.Job Description
Job Summary:
The Campaign Manager leads strategic marketing efforts to drive lead generation and client engagement across intermediary and institutional channels. Using Salesforce Marketing Cloud, the role builds and executes multi-channel campaigns that support a wide range of investment products and strategies, including advisor engagement and thought leadership. This position works cross-functionally to translate business goals into targeted, results-driven campaigns that advance firm growth and deepen client relationships.
Responsibilities:
- Develop and execute go-to-market campaigns to generate leads and nurture clients using Salesforce Marketing Cloud technologies.
- Build and manage campaigns across a range of investment products and strategies, tailoring messaging to drive engagement and support business growth.
- Collaborate with sales and data teams to translate business goals into targeted marketing campaigns using Salesforce Journey Builder—developing client audiences, driving engagement and scoring, and progressing prospects through the funnel.
- Lead campaign initiatives for product launches, coordinating messaging, timing, and delivery across channels to maximize visibility and impact.
- Design and execute advisor engagement campaigns, supporting relationship-building, education, and sales enablement efforts.
- Establish campaign performance metrics, analyze results, and deliver actionable insights to improve ROI and inform future strategy.
- Coordinate campaign execution across channels, including email, web, social, and paid media, ensuring consistency and timely delivery.
- Support Salesforce Marketing Cloud onboarding, contributing to process development, documentation, and internal enablement.
- Partner with creative, content, and digital teams to align messaging, visuals, and delivery formats with campaign goals.
- Ensure brand consistency and regulatory compliance across all campaign materials and touchpoints.
Education and Experience
- Bachelor’s degree (B.A.) in Marketing, Communications, Business Administration or related field and a minimum five (5) years of professional experience in campaign management within an asset management, financial services, or related industry preferred.
- OR
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Education
Bachelor’s: Business Administration, Bachelor’s: Digital Communications and Media/Multimedia, Bachelor’s: MarketingWork Experience
General Experience – 10 to 15 yearsCertifications
Travel
Less than 25%Workstyle
HybridWe 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.
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