Senior Product Marketing Specialist
Cetera Financial Group, Dallas, TX, United States
Cetera Financial Group (CFG) is seeking a Senior Product Marketing Specialistwho will be responsible for developing and executing marketing strategies for our captive financial professional audience to drive revenue growth and adoption of Cetera’s wealth management solutions. This role will work closely with the leaders of the Advisory Experience and Growth teams to align marketing strategies and execute plans with the business outcomes to be achieved. This is a hybrid role in Dallas, TX.
What you will do:
Assess the marketing needs of specific Wealth Management business lines to achieve desired outcomes.
Develop, direct, and execute strategic B2B marketing plans and campaigns aligned with the goals of our Wealth Management initiatives, focusing on driving advisor adoption of wealth management solutions and fee-based assets onto Cetera’s platform.
Develop and manage relationships with third parties for copywriting, design, and strategy execution.
Drive development and accentuation of unique value propositions while incorporating brand and marketing messages appropriately to drive outsized growth.
Represent the viewpoints of the Wealth Management leadership team, financial advisor, and end client throughout the content creation and strategic planning process with internal partners.
Track and measure the effectiveness of implemented marketing plans and campaigns, adjusting as needed to maximize engagement and adoption.
Develop, review, and revise content and messaging to help with targeted sales and education efforts.
What you need to have:
Minimum of 5 years of experience in marketing roles in the financial services industry.
5+ years of experience in marketing experience, ideally in product or advisor marketing.
Exceptional written and verbal communication skills, including knowledge of AP Style.
Strong proficiency in a variety of computer applications such as Word, Excel, PowerPoint, and Outlook.
What is nice to have:
Direct experience in B2B wealth management marketing, preferably within the advisory, investment management, and/or RIA space.
Familiarity with content management systems, analytics tracking, client relationship management tools, and social media and email marketing platforms. Proficiency in Marketo is a plus.
Experience with qualitative and quantitative research methodology.
Travel Requirements:
Up to (20%).
Compensation: The salary range for this role is $82,000 - $105,000, plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
What we give you in return:
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.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
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What you will do:
Assess the marketing needs of specific Wealth Management business lines to achieve desired outcomes.
Develop, direct, and execute strategic B2B marketing plans and campaigns aligned with the goals of our Wealth Management initiatives, focusing on driving advisor adoption of wealth management solutions and fee-based assets onto Cetera’s platform.
Develop and manage relationships with third parties for copywriting, design, and strategy execution.
Drive development and accentuation of unique value propositions while incorporating brand and marketing messages appropriately to drive outsized growth.
Represent the viewpoints of the Wealth Management leadership team, financial advisor, and end client throughout the content creation and strategic planning process with internal partners.
Track and measure the effectiveness of implemented marketing plans and campaigns, adjusting as needed to maximize engagement and adoption.
Develop, review, and revise content and messaging to help with targeted sales and education efforts.
What you need to have:
Minimum of 5 years of experience in marketing roles in the financial services industry.
5+ years of experience in marketing experience, ideally in product or advisor marketing.
Exceptional written and verbal communication skills, including knowledge of AP Style.
Strong proficiency in a variety of computer applications such as Word, Excel, PowerPoint, and Outlook.
What is nice to have:
Direct experience in B2B wealth management marketing, preferably within the advisory, investment management, and/or RIA space.
Familiarity with content management systems, analytics tracking, client relationship management tools, and social media and email marketing platforms. Proficiency in Marketo is a plus.
Experience with qualitative and quantitative research methodology.
Travel Requirements:
Up to (20%).
Compensation: The salary range for this role is $82,000 - $105,000, plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
What we give you in return:
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.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
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