Marketing

• Act as the marketing relationship manager and the advisor firm's marketing strategist for several high-profile financial advisor brands
• Serve as client-facing project manager and task executor, responsible for all communications and hosting bi-weekly advisor calls
• Curate and implement digital marketing editorial calendars for blogs, e-newsletters, email campaigns, digital ads, and social media month over month
• Create traditional advertisements such as print, billboard and radio, negotiating rates with publication companies
• Implement prospect engagement, niche prospecting processes, and workflow implementations to drive business growth
• Establish and measure ROI and KPIs such as email CTR, social media engagement, and website traffic
• Learn and produce each advisor’s marketing plan based on advisor preferences 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 office staff to ensure cohesive messaging and provide coaching for events and seminars
• Collaborate with compliance to ensure content, brand, and messaging comply with SEC, LPL policy, and FINRA rules
• Collaborate with fellow marketing consultants to provide feedback and program enhancements
• Travel may be required but less than 10%

Senior Marketing Consultant

VP, Marketing