This role requires industry experience - Wealth Management.
Our client, a St. Louis, MO based RIA, is looking for a motivated VP of Marketing who can straddle both the strategic side and the execution of their marketing initiatives.
The VP of Marketing will serve the QB for all things marketing at the firm and be the point person for their outsourced services.
Great Benefits
Flexibility
Company Paid health, dental and life
And much more!
Responsibilities (partial)
- Create a direct marketing strategy for two purposes: attract financial planning clients and attract Advisors to join the firm
- Handle the leg work to plan and ensure that 12-16 events go as flawlessly as possible
- Manage email/text campaigns to clients and prospects
- Attend community events to create company image and brand awareness
- Marketing Data Tracking - must be able to organize data strategically for effective utilization
- Work to keep company branding current
- Discuss and review upcoming marketing strategies and success
- Create monthly accountability report, illustrating number of strategies implemented, contacts made, appointments set, and appointments kept
- Manage and follow-through on fresh marketing ideas
- Manage social media messaging content
- 5+ years of Marketing experience in a busy office
- Event planning experience
- Digital Marketing
- Experience with CRM systems
- Experience with list marketing campaigns
- Ability to adhere to complex regulatory and compliance requirements
Needed Skills
- Ability to prioritize projects and manage time
- WORKING leadership - this is both a strategic and a "doer" role
- Excellent communication – both verbal and written
- AI familiarity - how to tie in for efficiency and effectiveness