
FINVIA is a pioneering digital family office that combines expert financial advice with a modern platform to manage wealth efficiently. Offering comprehensive services including wealth management, investment controlling, and alternative investments, FINVIA provides a holistic approach to financial planning and governance for families. What sets FINVIA apart is its innovative use of technology to simplify complex data management, ensuring clients have access to actionable insights at all times.
FINVIA is seeking a Marketing Automation Manager to shape customer journeys from initial contact to investment decision. The role involves conceiving, implementing, and evaluating email communication using Salesforce Pardot/Marketing Cloud Account Engagement, along with supporting growth through operational and strategic marketing tasks. The company is rethinking wealth management by combining personal advice with state-of-the-art technology, offering holistic advice and managing assets of 7 billion euros.
FINVIA is a pioneering digital family office that combines expert financial advice with a modern platform to manage wealth efficiently. Offering comprehensive services including wealth management, investment controlling, and alternative investments, FINVIA provides a holistic approach to financial planning and governance for families. What sets FINVIA apart is its innovative use of technology to simplify complex data management, ensuring clients have access to actionable insights at all times.