The Relationship Marketing Manager is a digitally fluent leader responsible for driving global relationship marketing capabilities, with a focus on email execution, subscription and preference management, and lifecycle engagement. This role combines strategic ownership with hands-on delivery, using marketing data, standardized design frameworks, and enterprise platforms to deliver consistent, compliant, and personalized client communications at scale. The role supports strong CRM data governance by promoting accurate data use, clear consent and preference management, and adherence to data standards that enable effective segmentation, reporting, and personalization. Acting as a subject matter expert and cross-functional liaison, the Relationship Marketing Manager partners within GMS, technology, and channel marketing teams to enable scalable automation, strong governance, and data-driven decision-making that enhances the end-to-end client experience across digital channels.
Key Responsibilities
Marketing Data & Measurement
- Oversee the end-to-end global marketing data strategy execution and activation. Build the platform capabilities to support audience segmentation, subscriptions, triggers, and Outlook file template (OFT) automation.
- Lead Salesforce marketing data governance within Salesforce to ensure consistency and accuracy and enable reporting.
- Educate other stakeholders and partners on data definitions, usage protocols and best practices for campaign tracking and reporting.
- Lead the integration and implementation of the marketing technology stack with Salesforce, collaborating with IT and vendor teams to optimize platform functionality and data flow.
- Oversee deployment, governance, and continuous improvement of Salesforce-related marketing tools and processes.
- Develop and deploy customized Salesforce marketing dashboards that provide actionable insights and performance metrics for both GMS and channel marketing teams, enabling data-driven decision making and enhanced campaign tracking in partnership with channel marketing, analytics and data teams.
- Work with channel marketing to define marketing KPIs and measurement frameworks to assess campaign performance, client engagement. and experience impact.
Relationship Marketing Execution
- Build and maintain a relationship management platform that supports channel marketing needs and allows for customized execution and reporting at scale.
- Architect and implement a unified relationship marketing strategy to support channel needs across digital marketing touchpoints.
- Lead implementation and day to day use of relationship marketing platform and tools to drive client engagement.
- Collaborate with channel marketing and IT on opportunities to advance the data platform and expand the capabilities.
- Serve as SME for data and experience design, ensuring alignment with channel marketing objectives, brand standards, and client expectations.
Technology Platform Design & Integration
- Lead integration of Adobe Experience Manager (AEM), Salesforce Marketing Cloud (SFMC), Stensul and Seismic into the global Relationship Marketing experience ecosystem.
- Implement Adobe Experience Platform and Journey Optimizer and evaluate other potential platform enhancements as needed.
- Integrate Seismic with marketing and distribution technology stack for delivery optimization and performance tracking in partnership with our Seismic lead.
- Liaise with IT and vendor teams to ensure seamless deployment, governance, and optimization of marketing platforms.
- Identify use cases for AI to improve automation and scale for marketing touch points in partnership with our AI and channel marketing leads.
Cross-Functional Leadership & Collaboration
- Act as a primary liaison between Global Marketing Strategy and our channel marketing, IT, and data partners. Lead cross-functional working groups to assess client feedback, identify pain points, and implement continuous improvements.
Qualifications
- 10+ years of experience in digital marketing, relationship marketing, or marketing technology roles within asset management. Experience with intermediary email marketing strongly preferred. - Proven leadership in marketing data strategy, platform design, and cross-functional execution.
- Deep understanding of asset management channels and appropriate engagement models.
- Expertise in Adobe Experience Cloud (AEM, AEP, Journey Optimizer), SFMC, Seismic, and LMS platforms. Experience with Stensul preferred.
- Strong analytical skills with experience in campaign measurement and optimization.
- Excellent communication, collaboration, and stakeholder management capabilities.
Expected base pay rates for the role will be between $135,000 and $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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