Details:
Job Description :
Lead the process to develop all marketing plans and programs to support acquisition and client sales goals, including regional event strategies, direct mail campaigns, and investment opportunities.
Serve as a marketing consultant, resource and expert to the Sales team and ensure alignment with company expectation.
Sales Support, Marketing Communications, Business Consulting and Compliance.
Work with external agencies and vendors as needed to execute marketing campaigns/strategies
Drive adoption of all marketing effectiveness tools and channels, e.g. marketing automation platform, CRM, social media, newsletters, and events.
Drive field marketing team effectiveness by sharing best practices from within assigned territory
Requirement:
Years of serving in a marketing function in the financial services industry (specifically working in the investments space); understanding of the financial Investment Advisor business preferred
Solid knowledge of marketing practices and strategies (client acquisition and retention) with an emphasis on marketing strategy, marketing communications, content development, and field marketing experience
Established track record of developing strong relationships with sales professionals through phone rapport and email communications
Recognized ability to develop trusted relationships with business partners and internal and external parties
Passionate and responsive in supporting client-oriented goals, ability to think in terms of client experience
Demonstrated success in managing multiple projects and priorities with short timelines; well versed at connecting strategic objectives to tactical implementation.
Ability to define tactical plans necessary to achieve stated business goals
Excellent verbal and written communication skills including marketing/creative, copywriting, editing, proofing.
Self-motivated and able to grasp assignments and manage from inception through to completion. Comfortable working in a fast-changing environment and juggling multiple priorities.
Creative problem-solving skills, sound judgment and decision-making based on business objectives; bias for results.
Bachelor’s degree required
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