2 marketing manager investment thought leadership jobs found in Napa

Redwood Credit Union Redwood Credit Union is looking for an Investment Coordinator will be a productive contributor to the Wealth Management department. Under limited supervision, provide administrative support to Advisors in the Wealth Management department, while delivering superior service to Members and internal team members in a courteous, professional, and efficient manner. Key Responsibilities Member Service: o Provide exceptional service to all internal and external Members and partners. o Call Members referred to the Wealth Management department by branch, Member Service Center, or other referrals. o Make and receive calls from Members to assist with questions, investment transactions and problem resolution. o Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed. o Responsible for relationship building, including working with existing Investment Members and potential Investment Members. o Assist Advisors and department...

Redwood Credit Union Redwood Credit Union is looking for a Market Analytics Analyst II, who will be responsible for analyzing data, Member demographics and behavior that results in actionable insights to support internal objectives, product development, and market penetration. The team provides standard reports and analytics to the product owners and management that drive decisions on product, service, geography, and channels. Use business data to identify and segment target audiences. Conduct competitive and market research and analysis. Responsible for a variety of functions needed to support the organization's goals and strategic initiatives. Key Responsibilities Department Operations: * Convert data into useful insights used to drive decision making. Use the data warehouse, MCIF system, or third-party systems along with other data tools and resources to target key audiences. Provide regular reporting and analysis and provide recommendations. * Develop segmentation...