Vice President, Digital Marketing

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November 14

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Lido Advisors, LLC

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Finance • B2C

Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.

201 - 500 employees

Founded 1999

💸 Finance

👥 B2C

📋 Description

• Design end-to-end journeys, starting from personas and considering digital touch points across all media (video, audio, text, and physical engagement points) to deliver outstanding experiences that deliver high-quality leads to advisors • Plan and execute all web-related strategies, including corporate sites and LinkedIn, optimizing for SEO and improving rankings • Manage database marketing via Salesforce Marketing Cloud to build and design email campaigns targeted to prospects and existing clients, drive nurture campaigns, and plan and execute ABM, all in partnership with our advisory team • Measure and report the performance of all digital marketing campaigns and assess against goals • Leverage best-in-class tools and emerging technology to optimize results across media and platforms • Identify ongoing conversion rate optimization opportunities • Collaborate with internal team (e.g., graphic designer, content, technology) to create landing pages and optimize user experience; seek opportunities to engage with team leaders to collaborate on best practices

🎯 Requirements

• Bachelor’s degree required • Minimum of 5 years’ experience in digital and social media campaign management and execution • Preferred prior experience in a regulated industry such as wealth management or financial services • Experience and knowledge of Salesforce Marketing Cloud automation platform • Experience with display advertising, SEO/SEM, and ad word campaign management • Ability to design landing pages, Marketing Cloud emails, and campaign ads through various social media platforms • Self-starter who actively sees projects through to completion while maintaining a high level of communication with team members • Ability to organize, prioritize, manage multiple tasks, and keep the team apprised of status • Ability to adapt to a rapidly changing and fast-paced business environment • Proven ability to operate effectively and work under pressure with tight deadlines • Team player with a desire to collaborate with others

🏖️ Benefits

• Flexible work environment • Supports personal and professional growth • Culture of supporting each other, our communities, and our clients