Marketing

• Act as Senior Marketing Consultant and marketing relationship manager for advisor firms
• Client-facing project management and task execution, hosting bi-weekly advisor calls
• Curate and implement digital marketing editorial calendars for blogs, e-newsletters, email campaigns, digital ads, and social media
• Create traditional advertisements (print, billboard, radio) and negotiate rates
• Implement prospect engagement, niche prospecting processes, and workflows to drive business growth
• Establish and measure ROI and KPIs such as email CTR, social media engagement, and website traffic
• Produce each advisor’s marketing plan and integrate with LPL tools
• Schedule and host regular weekly or bi-weekly discussions with advisors
• Work with internal and external parties to maintain advisor brand, website, and blog
• Collaborate with advisor’s office staff to ensure cohesive messaging and provide coaching for events and seminars
• Collaborate with compliance to ensure content complies with SEC, LPL policy, and FINRA rules
• Collaborate with fellow marketing consultants to provide feedback and program enhancements
• Some travel may be possible, but less than 10%

Senior Marketing Consultant

Marketing Project Manager – Team Lead

Praktikum, Marketing – Produktmanagement Sicherheitstechnik

In-House Marketing Agent

Senior Support Consultant – Technical Marketing

Technical Marketing Engineer – Motor Driver