AVP, Marketing Automation & Data

Strategy & Enablement:

• Develop and execute TCW’s marketing automation roadmap to enhance engagement and campaign efficiency across audiences and digital properties.
• Serve as the primary owner of HubSpot, translating marketing best practices into business requirements across system architecture, segmentation strategy, integrations, workflow automation, and governance.
• Partner with IT and marketing stakeholders to align automation workflows with content, digital, and event activation strategies.
• Collaborate closely with IT, Distribution and CRM teams to ensure bi-directional data flows that support sales alignment, outreach prioritization, and client engagement objectives.
• Implement governance frameworks for data integrity, privacy compliance (GDPR/CCPA), and marketing data standards across channels.
• Act as a marketing operations leader supporting client marketing programs across audiences, asset classes, and geographies.

Campaign Execution & Optimization

• Design emails, write copy, and deploy automated workflows and journeys (nurture, content-triggered sequences, event follow-ups) that improve lead quality and client experience.
• Optimize campaign performance through A/B testing, segmentation refinement, automation scoring logic, and behavioral targeting.
• Build, manage, and evolve lead-scoring and routing models to ensure marketing-qualified leads reach the right channels in Distribution.
• Strengthen digital client experience journeys by integrating web triggers, content consumption behavior, and CRM data.
• Support multichannel execution by providing automation frameworks that align with TCW’s broader digital marketing and client engagement strategies.
• Ensure alignment with brand, compliance, and regulatory requirements across all automated client touchpoints.

Data, Integration and Feedback:

• Be the liaison between Marketing, IT, CRM, and Data teams to ensure clean, accurate, connected marketing datasets.
• Manage integrations between HubSpot, CRM systems, analytics platforms, and other MarTech tools.
• Develop dashboards that visualize performance across channels, campaigns, audiences, and content consumption patterns.
• Establish ongoing feedback loops to enable the Content Strategy team to turn engagement trends into insights that guide future content themes, formats, SEO opportunities, and distribution choices.

Analytics & Reporting:

• Define and track KPIs tied to engagement, conversion, client journey progression, and pipeline contribution.
• Partner with stakeholders to produce monthly and quarterly reporting that connects marketing activity to commercial impact.
• Translate analytics into clear tactical recommendations that guide editorial direction, campaign timing, and segmentation strategy.
• Provide insights that strengthen client experience initiatives, aligning with Marketing and enterprise priorities.

• Bachelor’s degree in Marketing, Data Analytics, Business, Finance, or related field.
• Minimum of five years of experience in marketing automation, marketing data analytics, or marketing operations—preferably in financial services or asset management.
• Expert-level proficiency in HubSpot (required); experience with CRM integrations (e.g., Salesforce) strongly preferred.
• Strong understanding of digital client journeys across institutional, intermediary, and advisor audiences.
• Hands-on experience with segmentation, behavioral triggers, lead-scoring, and workflow design.
• Proficiency with analytics tools such as Google Analytics, Tableau, Power BI, or equivalent.
• Strong analytical and problem-solving skills with the ability to translate complex data into actionable insight.
• Excellent communication skills, with the ability to work across marketing, distribution, and digital teams.
• Highly organized, collaborative, proactive, and comfortable owning end-to-end processes.