Equitable

Marketing Programs Director, Wealth Management

Equitable

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • North Carolina • United States

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Salary

💰 $125,000 - $140,000 per year

Job Level

Lead

About the role

  • Develop and lead fully integrated, advisor facing repeatable and scalable marketing programs that drive growth, lead generation, and client engagement.
  • Use data and book-of-business insights to identify target segments, niches and opportunities for program development.
  • Create turnkey marketing toolkits across email, social, digital, events, education-based marketing, community engagement suggestions, client presentation and content that advisors can easily use in the field.
  • Develop thematic programs around key business opportunities such as the Great Wealth Transfer, retirement income planning, tax-aware investing, and multi- generational wealth planning.
  • Partner closely with Wealth Management teams such as the broker/dealer, training and practice management teams to support advisor education, adoption and execution.
  • Design and support niche, affiliation, and branch-level marketing programs.
  • Drive internal awareness and adoption of programs through training, communications and field enablement.
  • Collaborate cross-functionally with analytics, product marketing, advanced markets team, asset management, creative, enterprise thought leadership and compliance teams.
  • Collaborate with branch leadership and field teams to identify high-potential niches and affiliation opportunities.
  • Share best practices and insights across Equitable Advisors, training, and field leadership.
  • Manage agency and vendor relationships as needed to support program development and execution.
  • Define success metrics for advisor programs, including lead generation, adoption, engagement and conversion.
  • Measure program performance and continuously optimize based on data and advisor feedback.

Requirements

  • Bachelor’s degree in marketing, communications, business or related field
  • 10+ years of marketing experience
  • Marketing experience within financial services, wealth management, or asset management fields
  • Expertise on integrated marketing channels including social media, email, content and events
  • Demonstrated experience using data and analytics to inform marketing strategy, segmentation and program deployment
  • Proven success developing advisor facing marketing and lead-generation turnkey programs, including niche and affiliation initiatives
Benefits
  • Health insurance
  • Dental
  • Vision
  • 401(k) plan
  • Paid time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
integrated marketinglead generationdata analyticsprogram developmentemail marketingsocial media marketingcontent marketingevent marketingclient engagementniche marketing
Soft Skills
collaborationcommunicationleadershiptrainingstrategic thinkingrelationship managementoptimizationinsight sharingcross-functional teamworkprogram management
Certifications
Bachelor's degree in marketingBachelor's degree in communicationsBachelor's degree in business