Baird
Marketing Coordinator - Private Wealth Management
Baird, Milwaukee, Wisconsin, United States, 53244
About the Role:
The Private Wealth Management (PWM) Marketing team within Marketing & Communications (M&C) is seeking a Marketing Coordinator, responsible for supporting the revenue growth for the PWM business. The role will primarily support the PWM Marketing Consultants and includes day‑to‑day interface with PWM’s Financial Advisors and providing tactical marketing execution support. The individual will also be exposed to PWM’s Wealth Solutions Group initiatives and the content that is made available for Financial Advisor use. Excellent customer service and communication skills, along with organizational and project management skills are important to success.
In partnership with the full PWM Marketing team, the role will fully embrace the “I Lead, We Own” mentality. We ALL support the growth of the PWM business through collaboration and celebrating team wins. This is a hybrid role, in office Monday - Thursday in Milwaukee.
The Impact You’ll Make:
Actively support inbound marketing requests and field questions from Financial Advisor teams, pointing to existing resources and/or creating new collateral.
Collaborate with key partners in M&C to support and execute projects and initiatives for Financial Advisors and PWM branches.
Support the Marketing Consultant’s strategic marketing conversations and initiatives with Financial Advisors and Branch Leaders through project execution and meeting coordination and follow‑ups.
Serve as a technical expert and problem solver on PWM Marketing’s core tools and technology platforms (Digital MKTG HQ and Marketing On Demand).
Lead the development and ongoing updates to Financial Advisors’ marketing tools, including brochures, pitchbooks, print ads, and their digital presence (website, email marketing, social media).
Provide ongoing event support, in partnership with the Corporate Events team, for Financial Advisors and branches. This includes creating event invitations, coordinating prep calls and creating any necessary collateral in support of the event.
Partner with the Wealth Solutions Group Coordinator to support ongoing content needs and strategies for the Financial Advisors to effectively and efficiently leverage in support of their clients.
Actively measure, through quantitative and qualitative means, the recommended marketing strategies and tactics to understand what did and didn’t work, to ultimately inform the next best step.
What You’ll bring to Baird:
Bachelor’s degree in Business, Marketing or Communications.
2+ years of marketing communications experience which may include full‑time or internships.
Strong commitment to providing exceptional customer service, with excellent people/communication skills.
Previous experience working with field sales representatives, clients, and/or Financial Advisors on marketing support is a plus. Exposure to website CMS programs and email marketing tools preferred. Experience with self‑service design tools (i.e. Canva) considered a plus.
Ability to handle objections diplomatically, while maintaining positive relationships.
Excellent organizational and project management skills - ability to prioritize daily workflow to effectively meet deadlines.
Ability to work independently in a fast‑paced team environment with minimal supervision.
Ability to work effectively and collaboratively in a team environment and with employees at all levels of the firm.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
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In partnership with the full PWM Marketing team, the role will fully embrace the “I Lead, We Own” mentality. We ALL support the growth of the PWM business through collaboration and celebrating team wins. This is a hybrid role, in office Monday - Thursday in Milwaukee.
The Impact You’ll Make:
Actively support inbound marketing requests and field questions from Financial Advisor teams, pointing to existing resources and/or creating new collateral.
Collaborate with key partners in M&C to support and execute projects and initiatives for Financial Advisors and PWM branches.
Support the Marketing Consultant’s strategic marketing conversations and initiatives with Financial Advisors and Branch Leaders through project execution and meeting coordination and follow‑ups.
Serve as a technical expert and problem solver on PWM Marketing’s core tools and technology platforms (Digital MKTG HQ and Marketing On Demand).
Lead the development and ongoing updates to Financial Advisors’ marketing tools, including brochures, pitchbooks, print ads, and their digital presence (website, email marketing, social media).
Provide ongoing event support, in partnership with the Corporate Events team, for Financial Advisors and branches. This includes creating event invitations, coordinating prep calls and creating any necessary collateral in support of the event.
Partner with the Wealth Solutions Group Coordinator to support ongoing content needs and strategies for the Financial Advisors to effectively and efficiently leverage in support of their clients.
Actively measure, through quantitative and qualitative means, the recommended marketing strategies and tactics to understand what did and didn’t work, to ultimately inform the next best step.
What You’ll bring to Baird:
Bachelor’s degree in Business, Marketing or Communications.
2+ years of marketing communications experience which may include full‑time or internships.
Strong commitment to providing exceptional customer service, with excellent people/communication skills.
Previous experience working with field sales representatives, clients, and/or Financial Advisors on marketing support is a plus. Exposure to website CMS programs and email marketing tools preferred. Experience with self‑service design tools (i.e. Canva) considered a plus.
Ability to handle objections diplomatically, while maintaining positive relationships.
Excellent organizational and project management skills - ability to prioritize daily workflow to effectively meet deadlines.
Ability to work independently in a fast‑paced team environment with minimal supervision.
Ability to work effectively and collaboratively in a team environment and with employees at all levels of the firm.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
#J-18808-Ljbffr