Your Future Team
Our team is focused on supporting advisor growth through innovative and consistent marketing programs and ideas—driven by solid content. We collaborate closely with industry thought leaders to create and share content and foster a sense of community through in-person and virtual events.
We are:
- Creative, with an understanding of the importance of execution for “big ideas”
- Professional, and effective at communicating and collaborating with all stakeholders and building relationships among advisory firms and corporate team members
- Able to move fast and adapt, with the ability to prioritize and shift priorities as necessary
- Proactive, in anticipating advisory firm business needs and the overall conversation in the marketplace, to provide timely, high-quality content
- Focused, on the big picture of organic growth and adept at weaving daily details into a plan
What You’ll Do
Manage “agency” model of designers and web developers to prioritize tasks and oversee financial advisory firm projects from inception to completion; write and edit content for advisory firms to share with clients and other communications to help them strengthen their relationships.
- Coordinate daily with advisory firms, content team, designers, web development, IT, and other key stakeholders; and implement processes and communications between these teams
- Assist in ideation and writing of white papers, articles, social media posts, and other advisor communication needs
- Manage the process of layout, distribution, and compliance approvals for advisory firm marketing projects
- Analyze, facilitate, and create processes for the marketing team to follow in the project management tool Asana
- Analyze advisory firm performance against historical internal trends and industry benchmarks
- Measure marketing results and track analytics for advisory firms to dynamically optimize ROI
- Assist firms in developing event strategies
What You’ll Bring
- Bachelor’s degree preferably in marketing, communications, business, economics or related experience
- Minimum 2 years of experience
- Exceptional writing and editing skills
- Familiarity with graphic and web design projects and tools
- Some knowledge of Salesforce, Google Analytics, PowerPoint, InDesign, Photoshop, Excel
- Knowledge of the financial services industry preferred
What We Offer
· Medical, Dental, and Vision insurance
· Flexible PTO Plan and more…
AN EQUAL OPPORTUNITY EMPLOYER: We are an equal opportunity employer and do not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Confidential
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