Advisor Marketing Specialist

🕒 il y a 2 jours

🇺🇸 États-Unis – Télétravail

💵 $68 000 - $80 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🎡 Marketing

👻 Score fantôme 0%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Wealth Enhancement Group

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1997

💸 Finance

🛡️ Assurance

💰 €736 300 Funding Round en 2022-02

Finance • Insurance

En 1997, quatre conseillers partageant un espace de bureau ont découvert qu'ils partageaient également une conviction essentielle : le secteur des services financiers avait besoin d'une nouvelle méthode, plus efficace, pour fournir des conseils aux clients—une méthode qui aiderait à alléger le stress de la vie financière de leurs clients.

Description

• Act as the day-to-day marketing lead for 8-10 advisor teams • Conduct proactive campaign planning sessions aligned with team-level business goals • Partner with Advisor Marketing Consultants on regional growth priorities • Support advisor teams executing marketing goals, with a focus on event coordination • Align advisor team marketing plans with corporate offerings and growth initiatives • Use the Advisor Marketing Platform for events, email and social strategies • Navigate Salesforce to pull reports, analyze dashboards, present client data, create campaigns, and report results and final budgets • Lead campaign planning and execution using FMG Suite, Canva, Wistia, Wrike, and Salesforce • Coordinate collateral development, content customization, email/social/web campaigns, event support, and vendor communications • Collaborate with Creative, Brand, Web, and Compliance teams on marketing asset execution and approval • Track results and share post-campaign insights and optimizations • Leverage AI tools to accelerate content and streamline marketing processes • Foster relationships with financial advisors and the advisor marketing team • Identify and highlight success stories and best practices • Document successful initiatives and create supporting processes • Serve as the central knowledge hub for assigned teams’ marketing strategy and execution • Keep internal stakeholders informed of campaigns, blockers, and advisor feedback • Document work and outcomes for consultant team visibility • Educate and train advisors and staff on marketing recommendations, collateral, and tools • Research industry ideas and recommend new approaches • Own advisor enablement projects as needed • Participate in team meetings, creative brainstorms, and campaign showcases • Contribute to new tools, templates, and campaign frameworks • Identify opportunities to scale successful ideas across advisor teams • Support the team with additional work as needed

🎯 Exigences

• BA/BS degree in Marketing, Communications or related field • Minimum of 3 years of marketing or sales enablement experience required • Financial services marketing experience is beneficial, but not required • Strong project management, communication, and relationship-building skills • Good working knowledge of Word, Excel, Outlook, and PowerPoint • Wistia, Wrike, Canva and FMG Suite experience is a plus • Ability to learn new applications, technologies and AI quickly • Proficiency in working with CRM systems required; Salesforce is a plus • Ability to manage multiple team relationships and priorities concurrently • Excellent writing, visual storytelling, and content development skills • Travel 2-7 times per year to support team initiatives and events • Empathy and ability to understand advisor practice dynamics • Results-oriented and analytical approach • Excellent communication skills and exceptional customer service mindset • Ability to strategically apply marketing expertise and creativity • Critical attention to detail • Ability to establish credibility quickly and accept and provide constructive criticism • Strong listening and questioning skills • Curiosity and staying up to date on marketing trends • Demonstrated ability to effectively use AI tools and technologies in daily work tasks • Understanding of effective prompting, evaluation of AI-generated content, and integration of AI tools while maintaining quality standards • Comfort learning new AI applications and understanding their use cases and limitations • Continued learning and adaptation to new AI tools and methodologies expected • Ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone and computer systems

🏖️ Avantages

• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

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