Marketing

• Direct engagement with advisors to determine marketing resources available to address their marketing goals and needs
• Project manage engagements to ensure details are accounted for and are completed on time and within budget
• Collaborate with advisors to develop custom marketing materials
• Develop compelling copy and identify relevant articles for digital channels and campaigns
• Continuous learning and ownership of marketing topics to improve overall marketing program effectiveness and performance

Marketing Associate

Senior Marketing Manager – Consulting

Enterprise Field Marketing Manager

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