Marketing

• Be the marketing relationship manager and the advisor firm's marketing strategist
• Curate and implement digital marketing editorial calendars for each advisor’s blog, e-newsletter, email campaigns, digital ads, and social media platforms
• Create traditional advertisements such as print, billboard and radio
• Implement prospect engagement and niche prospecting processes
• Establish and measure ROI and KPIs
• Collaborate with internal and external parties to maintain the advisor’s brand and website

Senior Marketing Consultant

Senior Manager, Marketing Planning and Strategy

Enterprise Field Marketing Manager

Marketing Coordinator

Senior Global Partner Marketing Manager

Senior Marketing Specialist