Responsibilities
Support the Marketing Director in establishing and evaluating the advisor growth marketing strategy and plan, program execution, measuring performance and iterating programs, as necessary, to meet growth goals for both enterprise and Large Enterprise channel. Assist in managing GrowthLine program projects, as identified by Marketing Director, from end-to-end facilitation and consultative approach, working alongside key agency partners to execute. Communicate objectives and timelines to cross-functional teams, business stakeholders, etc., while providing instructions for promotion or use. Understand digital marketing best practices, utilize these in day-to-day program management and bring new solutions and ideas to the team. Lead consultation reviews of digital presence audits to provide guidance on recommended action items across SEO, website and social media as well as overall marketing strategy. Build creative briefs and articulate deliverables to ensure they deliver against defined marketing strategy and plans. Provide timely, thoughtful, and actionable feedback that inspires great work. Work hand in hand with marketing peers, your leader, and business stakeholders to ensure all projects are delivering on strategy and executed flawlessly. For various programs, work with marketing team and vendor partners to evolve program, development of advisor-facing collateral and support compliance approval process. Requirements
A four-year college degree in Marketing and/or Business or the equivalent combination of education and 3+ years of experience required. An understanding of 1:1 and broad digital marketing tactics, tools, channels and processes. Understanding of digital landscape and best practices, including email, social media, SEO, and website. Proven ability to multi-task while maintaining a high attention to detail and quality of work. Follow through on commitments, meeting and exceeding targets and deadlines. Comfortable presenting to groups and providing customer service and/or consultations in a one-on-one environment. Attention to detail, fast learner, collaborative team player with a bias to action. Self-motivated and self-directed with good time management skills. Preferred
Experience in digital marketing, campaign performance, presentations/training, and proficiency in Excel and PowerPoint. Knowledge of wealth management, retirement services and private client (broker-dealer) business is a plus. Benefits
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
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Support the Marketing Director in establishing and evaluating the advisor growth marketing strategy and plan, program execution, measuring performance and iterating programs, as necessary, to meet growth goals for both enterprise and Large Enterprise channel. Assist in managing GrowthLine program projects, as identified by Marketing Director, from end-to-end facilitation and consultative approach, working alongside key agency partners to execute. Communicate objectives and timelines to cross-functional teams, business stakeholders, etc., while providing instructions for promotion or use. Understand digital marketing best practices, utilize these in day-to-day program management and bring new solutions and ideas to the team. Lead consultation reviews of digital presence audits to provide guidance on recommended action items across SEO, website and social media as well as overall marketing strategy. Build creative briefs and articulate deliverables to ensure they deliver against defined marketing strategy and plans. Provide timely, thoughtful, and actionable feedback that inspires great work. Work hand in hand with marketing peers, your leader, and business stakeholders to ensure all projects are delivering on strategy and executed flawlessly. For various programs, work with marketing team and vendor partners to evolve program, development of advisor-facing collateral and support compliance approval process. Requirements
A four-year college degree in Marketing and/or Business or the equivalent combination of education and 3+ years of experience required. An understanding of 1:1 and broad digital marketing tactics, tools, channels and processes. Understanding of digital landscape and best practices, including email, social media, SEO, and website. Proven ability to multi-task while maintaining a high attention to detail and quality of work. Follow through on commitments, meeting and exceeding targets and deadlines. Comfortable presenting to groups and providing customer service and/or consultations in a one-on-one environment. Attention to detail, fast learner, collaborative team player with a bias to action. Self-motivated and self-directed with good time management skills. Preferred
Experience in digital marketing, campaign performance, presentations/training, and proficiency in Excel and PowerPoint. Knowledge of wealth management, retirement services and private client (broker-dealer) business is a plus. Benefits
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
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