Chief Marketing Officer

• Develop and execute a comprehensive marketing strategy tailored to the unique needs of the RIA channel
• Identify opportunities to deepen advisor engagement and accelerate activation efforts through personalized and innovative marketing tactics and campaigns
• Create and manage multi-faceted, integrated marketing campaigns focused on RIA advisors, including audience targeting strategies, campaign and journey development, content creation, campaign execution and measurement
• Collaborate with sales teams to deeply understand selling processes and account nuances, identify lead generation opportunities, and serve as the voice of the RIA advisor to the broader marketing organization
• Establish and maintain close working relationships with Sales and National Accounts teams and transform business partners’ objectives into effective deliverables and outcomes
• Lead client marketing activities in support of ongoing sales activity to help drive engagement (i.e. emails, presentations, etc.)
• Analyze campaign metrics on an ongoing basis to determine campaign success and provide insights based on data and feedback on how to improve future campaigns
• Conduct ongoing competitive research on topics key competitors are focused on and where they are being featured
• Engage with external partners and relevant media outlets to identify marketing opportunities that expand our reach to advisors; manage channel sponsorships and lead generation campaign opportunities
• Develop and manage channel and/or partner-specific content, communications, and events
• Manage the inventory of channel-specific materials to ensure compliance requirements are met, data is current, and messaging is relevant
• Perform all aspects of marketing compliance review and approval processes

Client Marketing Director

Product Marketing Director