Avantax · 2 days ago

Senior Advisor Marketing Specialist - SigniFI Elite Advisor Brands

Dallas, TX

Full-time

Onsite

Senior Level

6+ years exp

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Financial Services

Comp. & Benefits

Hiring Manager

Ricardo Cruz, MA, PRC

Insider Connection @Avantax

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Build, maintain, and grow relationships with 5-7 member firms to establish trust and reliance on expertise.

Lead brand research and strategic planning projects for assigned advisors.

Develop target personas for marketing efforts and represent the voice of the consumer in advisor communications.

Oversee the implementation of marketing plans according to advisors’ brand standards and approved strategies.

Write and edit blogs, emails, newsletters, social media posts, and other marketing copy.

Facilitate media outreach and event planning projects according to advisors’ strategies.

Onboard, train, and mentor new marketing team members.

Report return-on-investment for advisor marketing efforts and communicate challenges or opportunities to the director.

Support the director with prospecting and business development efforts.

Perform other duties as assigned.

Qualification

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Marketing industry experienceAP Style knowledgeContent management systemsAnalytics trackingClient relationship management toolsSocial media platformsEmail marketing platformsQualitative research methodologyQuantitative research methodologyComputer applications proficiencyCommunicationProblem-solving

Required

6+ years of experience in the marketing industry.

Bachelor’s degree in journalism, public relations, marketing, communications, or related field.

Exceptional written and verbal communication skills, including knowledge of AP Style.

Familiarity with content management systems, analytics tracking, client relationship management tools, and social media and email marketing platforms.

Experience with qualitative and quantitative research methodology.

Strong proficiency in a variety of computer applications such as Word, Excel, PowerPoint, and Outlook.