Lead Analyst - AI Go-To-Market Coordinator

Evalueserve
  • Raleigh, NC
    9 days ago

    Job Description

    AI Go-To-Market Coordinator

    Reports To: Vice President

    Department: Investment Research

    Location: Client Onsite.

    Job Summary

    We are seeking a highly organized and execution-focused AI Go-To-Market (GTM) Coordinator to support the planning, execution, and optimization of marketing campaigns that drive awareness, education, and adoption of AI-powered tools and capabilities among Financial Advisor teams. This six-month contract role is ideal for a marketing professional with strong project management, campaign execution, and content development skills who thrives in a fast-paced, collaborative environment.

    You will join the Smart Technologies & Advanced Analytics Team (STAAT), whose mission is to create an AI-powered platform advantage for Financial Advisors, enabling them to grow and serve clients more effectively. As part of the Marketing team, you will work cross-functionally with stakeholders across STAAT and Global Wealth Management US to deliver advisor-facing awareness, education, and adoption programs and campaigns in a complex environment.

    Key Responsibilities

    • Coordinate and execute integrated campaigns from initial planning through launch, measurement, and post-campaign optimization.
    • Develop and deploy email campaigns, including audience coordination, content updates, testing, quality assurance, and launch support.
    • Draft and update campaign content, including emails, landing pages, internal communications, and enablement materials.
    • Create and maintain campaign timelines, project plans, status updates and marketing calendars.
    • Partner with stakeholders within STAAT and business teams to gather inputs, manage reviews, and deliver campaigns accurately and on schedule.
    • Perform quality assurance checks on campaign assets, links, audience lists, content, and communications before deployment.
    • Monitor campaign performance and prepare clear updates on results, trends, and opportunities for improvement.
    • Support the production and maintenance of user enablement resources, including guides, reference materials, videos, presentations, and training communications.
    • Maintain and organize enablement content and assets within SharePoint.
    • Use Microsoft Copilot and other approved AI-enabled tools to improve productivity, streamline routine tasks, and support campaign execution.
    • Support additional digital communications, go-to-market programs, and campaign priorities as business needs evolve.

    Required Qualifications

    • 2-5 years of experience executing campaigns, communications programs, or digital initiatives.
    • Hands-on experience building and deploying email campaigns within an email marketing or marketing automation platform; Adobe Campaign experience is preferred.
    • Experience supporting campaigns from planning and content development through execution, reporting, and optimization.
    • Strong organizational and project management skills, with the ability to manage multiple deadlines and competing priorities.
    • Experience drafting clear, engaging email, landing page, and campaign content
    • Proficiency in Microsoft Outlook, PowerPoint, Excel, and Word.
    • Experience working in Microsoft SharePoint or a similar content platform.
    • Comfort using campaign metrics, reporting dashboards, and performance data to identify actionable insights.
    • Strong written and verbal communication skills and the ability to collaborate effectively across functions.
    • A university degree or equivalent relevant experience

    Core Competencies

    • A self-starter with a strong bias for action who takes ownership and drives work forward.
    • Detail-oriented and process-driven, with a commitment to accurate, high-quality execution.
    • Curious about AI and emerging technologies and comfortable using tools such as Microsoft Copilot in your daily work.
    • A collaborative team player who values diverse perspectives and shared outcomes.
    • Thoughtful and able to exercise sound judgment, including knowing when to seek guidance.

    Numbers & Facts

    LocationRaleigh, NC

    Skills

    • Adobe Product Familyunmatched
    • Analysis Skillsunmatched
    • Artificial Intelligence (AI)unmatched
    • Calendar Managementunmatched
    • Campaignsunmatched
    • Communication Skillsunmatched
    • Content Developmentunmatched
    • Cross-Functionalunmatched
    • Detail Orientedunmatched
    • Email Campaignunmatched
    • Email Marketingunmatched
    • Emerging Technologyunmatched
    • Financial Planningunmatched
    • Marketingunmatched
    • Marketing Automation Softwareunmatched
    • Marketing Campaignunmatched
    • Metricsunmatched
    • Microsoft Excelunmatched
    • Microsoft Outlookunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Product Familyunmatched
    • Microsoft SharePointunmatched
    • Microsoft Wordunmatched
    • Organizational Skillsunmatched
    • Performance Analysisunmatched
    • Presentation/Verbal Skillsunmatched
    • Production Supportunmatched
    • Productivity Managementunmatched
    • Project Planningunmatched
    • Project/Program Managementunmatched
    • Quality Assuranceunmatched
    • Reporting Dashboardsunmatched
    • Team Playerunmatched
    • Testingunmatched
    • Time Managementunmatched
    • Training/Teachingunmatched
    • Wealth Managementunmatched
    • Writing Skillsunmatched

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