Marketing

• Partnering with marketing and business counterparts to execute on multi-faceted, integrated marketing campaigns from end to end, including content creation, campaign execution and measurement with on-time delivery.
• Paying great attention to detail, time management and finishing skills to timelines, and quality expectations.
• Collaborate with sales teams to understand selling processes and account nuances, identify lead generation opportunities, and serve as the voice of the advisor to the broader marketing organization.
• Engage with partner firms to understand objectives and investment themes and identify marketing opportunities.
• Analyze campaign metrics on an ongoing basis to determine campaign performance and use findings to optimize future campaigns.
• Support the development of firm-specific and home office content, communications and event initiatives.
• Support ongoing sales activity and help drive engagement with marketing content (i.e. emails, presentations, etc.).
• Establish and maintain relationships with Sales and National Accounts and develop marketing strategies to help meet collective goals.
• Maintain an inventory of firm-specific marketing materials to ensure compliance requirements are met, data is current, and messaging is relevant.
• Perform all aspects of marketing compliance review and firm approval process.

Client Marketing Specialist

Senior Manager, Marketing Planning and Strategy

Senior Marketing Associate

Director, Global Marketing – Immunology Patient Strategy

Wealth Marketing Programs Manager

Associate Director, Market Access, Patient Support