Marketing Specialist
Wealth Enhancement Group
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $68,000 - $80,000 per year
Job Level
Mid-LevelSenior
About the role
- Act as the day-to-day marketing lead for 8 advisor teams, becoming an expert in each team's goals, voice, services, and growth opportunities
- Conduct proactive campaign planning sessions with advisor teams to uncover needs, provide recommendations, and ensure marketing initiatives align to team-level business goals
- Partner closely with Advisor Marketing Consultants to ensure each team's plan ladders up to regional growth priorities
- Key aspect of the role is supporting a handful of teams executing on their marketing goals and initiatives with a big focus on event coordination
- Align advisor team marketing plan with corporate marketing offerings and adoption of key growth drivers and initiatives using our Advisor Marketing Platform for events, email and social strategies from our content library and advisor crafted content
- Lead campaign planning and execution using tools like FMG Suite, Canva, Wistia, Wrike, and Salesforce
- Coordinate collateral development, content customization, email/social/web campaigns, event support, and vendor communications as needed
- Collaborate with the Creative, Brand, Web, and Compliance teams to ensure timely execution and approval of marketing assets
- Track results and share post-campaign insights and optimizations with teams and marketing leaders
- Foster strong relationships with financial advisors, the advisor marketing team and identifying and highlighting success stories and best practices within the advisor community
- Take ownership of key advisor enablement projects as needed to help continually enhance our offerings and capabilities.
Requirements
- BA/BS degree in Marketing, Communications or related field
- Minimum of 3 years of marketing or sales enablement experience required
- Financial services marketing experience is beneficial but not required
- Strong project management, communication, and relationship-building skills
- Good working knowledge of Word, Excel, Outlook, and PowerPoint
- Able to function in Wistia, Wrike, Canva and FMG Suite a plus!
- Technical aptitude: Ability to learn new applications, technologies and AI quickly
- Proficiency in working with CRM systems required, Salesforce a plus
- Ability to manage multiple team relationships and priorities concurrently
- Excellent writing, visual storytelling, and content development skills
- Travel 2-7 times per year to support team initiatives and events
Benefits
- Training and professional development
- Medical, dental and vision coverage (Available to employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
marketingcampaign planningevent coordinationcontent customizationemail campaignssocial media strategiesproject managementvisual storytellingcontent developmentsales enablement
Soft skills
communicationrelationship-buildingcollaborationownershipinsight sharingadaptabilityteam managementproblem-solvingcreativityleadership