TCW · 5 days ago
AVP, Marketing Automation & Data
TCW is a leading global asset management firm with over five decades of investment experience. The Marketing Automation & Data marketer will own the strategy, implementation, and optimization of marketing automation workflows, data pipelines, and performance analytics to enhance client engagement and retention.
Asset ManagementFinanceFinancial Services
Responsibilities
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
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
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
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
Qualification
Required
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
Expert-level proficiency in HubSpot (required)
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
Preferred
Experience with CRM integrations (e.g., Salesforce) strongly preferred
Preferably in financial services or asset management
Benefits
Eligible for TCW’s comprehensive benefits package.
Company
TCW
TCW is a global asset manager with more than fifty years of experience across fixed income, equities, and alternatives.
H1B Sponsorship
TCW has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (5)
2023 (2)
2022 (5)
2021 (4)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Nippon Life Insurance Company of Japan
2017-12-01Series Unknown
2012-08-08Acquired
Recent News
2025-10-16
2025-06-14
Company data provided by crunchbase