Job ID: JOB_ID_9459
Job Description:
We are seeking an experienced AEP Campaign Orchestration Specialist to join a high-impact Wealth Management marketing transformation initiative. In this role, you will serve as the bridge between business stakeholders and technical delivery, translating manual, relationship manager-driven campaign processes into scalable, automated journey orchestrations within Adobe Experience Platform. You will work directly with Wealth Management Relationship Managers (RMs) and Marketing Operations teams to document current-state client engagement workflows, map data requirements, and configure rules-based automated campaigns that drive personalized, compliant client outreach at scale.
KEY RESPONSIBILITIES
AEP Journey Design & Campaign Automation
- Design, configure, and deploy automated client journeys within Adobe Experience Platform, including profile configuration, audience segmentation, and decisioning logic.
- Translate existing manual campaign processes and RM-driven client touchpoints into rules-based, trigger-driven automation within AEP.
- Build and optimize audience segments using AEP’s Real-Time Customer Profile and Segmentation Engine to support targeted Wealth Management campaigns.
- Configure journey logic, entry/exit conditions, branching rules, and suppression logic aligned with compliance and marketing governance requirements.
- Collaborate with Adobe Campaign and Journey Optimizer teams to ensure end-to-end campaign execution integrity across channels (email, SMS, push, direct mail).
Wealth Management Stakeholder Engagement
- Partner with Wealth Management Relationship Managers and Marketing Operations teams to document current-state client engagement processes and identify automation opportunities.
- Facilitate discovery workshops and requirement-gathering sessions to capture client touchpoint logic, campaign triggers, and business rules.
- Translate complex business requirements into future-state automated campaign designs, presenting solutions to both technical and non-technical stakeholders.
- Serve as the ongoing liaison between marketing business stakeholders and AEP technical delivery teams, ensuring alignment throughout implementation.
- Produce clear documentation including process flows, campaign logic maps, and business requirement specifications.
Data & Integration Enablement
- Support data migration and source-to-target mapping activities to ensure campaign-critical data is accurately ingested into AEP from upstream systems including:
- CRM systems (e.g., Salesforce, Dynamics)
- Client and portfolio data platforms
- Consent management and preference systems
- Collaborate with data engineering and integration teams to validate data readiness, completeness, and integrity prior to campaign activation.
- Define and document data mapping specifications, field-level transformation logic, and ingestion requirements for AEP schema configuration.
- Ensure consent data flows are correctly implemented and enforced across all automated journey touchpoints in compliance with privacy regulations (GDPR, CCPA).
- Perform data quality validation and testing to confirm profile attributes and segment membership are accurate prior to campaign launch.
REQUIRED SKILLS & EXPERIENCE
- Minimum 3 years of hands-on experience with Adobe Experience Platform (AEP), including Real-Time Customer Profile, Segmentation, and Journey Optimizer or Adobe Campaign.
- Demonstrated experience designing and configuring automated customer journeys and campaign orchestration within AEP.
- Strong understanding of rules-based segmentation, event-triggered journeys, and decisioning logic within the Adobe ecosystem.
- Experience translating business process requirements into technical campaign configurations – comfortable operating at the intersection of business and technology.
- Hands-on experience with data source mapping and ingestion into AEP (CRM, client, portfolio, and/or consent data).
- Strong documentation skills – able to produce process flows, business requirements, data mapping specs, and campaign logic documents.
- Proven ability to facilitate stakeholder workshops and communicate technical solutions to non-technical business audiences.
- Experience working independently in remote, distributed team environments.
PREFERRED / NICE-TO-HAVE
- Domain experience in Wealth Management, Private Banking, or Financial Services client engagement.
- Familiarity with Relationship Manager workflows, client lifecycle management, and advisor-driven marketing programs.
- Experience with CRM platforms commonly used in Wealth Management (Salesforce Financial Services Cloud, Dynamics 365).
- Knowledge of consent management frameworks and privacy-compliant campaign execution (GDPR, CCPA, CAN-SPAM).
- Adobe Experience Platform certifications (e.g., AEP Technical Practitioner, Adobe Campaign Architect).
- Prior consulting or client-delivery experience (Big 4, boutique, or MarTech consulting).
- Familiarity with CDP (Customer Data Platform) concepts and enterprise MarTech ecosystems.
Special Requirements
Visa constraints: Need local to NY/NJ or GA candidates. Interview modes: 2 Virtual, final onsite in NYC or Atlanta. Domain restrictions: Wealth Management, Private Banking, or Financial Services.
Compensation & Location
Salary: $0 – $0 per year (Estimated)
Location: Remote
Recruiter / Company – Contact Information
Email: in.joseph@gvrinfotek.com
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