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Cetera Financial Group · 16 hours ago

Senior Advisor Marketing Specialist

Dallas, TX

Full-time

Onsite

Mid, Senior Level

$78K/yr - $100K/yr

3+ years exp

Cetera Financial Group is currently seeking a Senior Advisor Marketing Specialist to execute and manage data-driven strategic marketing programs. This role will focus on enhancing programs and resources to generate leads, improve client experiences, and increase retention across the enterprise.

AdviceFinancial ServicesRetailRetirementWealth Management

Responsibilities

Support the Marketing Director in establishing and evaluating the advisor growth marketing strategy and plan, program execution, measuring performance and iterating programs, as necessary, to meet growth goals for both enterprise and Large Enterprise channel

Assist in managing GrowthLine program projects, as identified by Marketing Director, from end-to-end facilitation and consultative approach, working alongside key agency partners to execute

Communicate objectives and timelines to cross-functional teams, business stakeholders, etc., while providing instructions for promotion or use

Understand digital marketing best practices, utilize these in day-to-day program management and bring new solutions and ideas to the team

Lead consultation reviews of digital presence audits to provide guidance on recommended action items across SEO, website and social media as well as overall marketing strategy

Build creative briefs and articulate deliverables to ensure they deliver against defined marketing strategy and plans. Provide timely, thoughtful, and actionable feedback that inspires great work

Work hand in hand with marketing peers, your leader, and business stakeholders to ensure all projects are delivering on strategy and executed flawlessly

For various programs, work with marketing team and vendor partners to evolve program, development of advisor-facing collateral and support compliance approval process

Work closely with cross-functional teams, assigned business owners and other functions across the enterprise, as needed, or requested by Marketing Director

Manage and/or liaise with key agencies, as needed, or requested

Prepare and deliver presentations, trainings, and platform demos to various audiences, as needed

Independently prioritize and accomplish multiple tasks in accordance with business needs to ensure timely execution

Lead ad hoc projects and initiatives that bring about change or improve the business, as requested

Support and collaboration across marketing team to carry out corporate marketing strategy and plan, deliver on time and on budget

Rollout, transition, or migration to new tech solutions

Become a power user in Cetera tools and tech, including Growth360 platform, Salesforce, Marketing Central and others. Bring new tools and suggestions to improve efficiencies

Ensure accurate understanding of advisor and client needs. Seek feedback to identify improvement opportunities. Ensure follow-up to confirm problems are solved. Continually search for ways to improve customer service (including the removal of barriers and providing solutions)

Provide ongoing and ad hoc reporting on program and campaign performance, as needed

Stay up to date on the latest best practices in direct and digital marketing capabilities, campaign management, consumer behavior, etc

Qualification

Digital marketing tacticsSEOCampaign managementSalesforceGrowth360 platformCustomer servicePresentation skillsCollaborationTime managementAttention to detail

Required

A four-year college degree in Marketing and/or Business or the equivalent combination of education and 3+ years of experience required

An understanding of 1:1 and broad digital marketing tactics, tools, channels and processes

Understanding of digital landscape and best practices, including email, social media, SEO, and website

Proven ability to multi-task while maintaining a high attention to detail and quality of work

Follow through on commitments, meeting and exceeding targets and deadlines

Comfortable presenting to groups and providing customer service and/or consultations in a one-on-one environment

Attention to detail, fast learner, collaborative team player with a bias to action

Self-motivated and self-directed with good time management skills

Must be flexible with ability to quickly adapt to shifting priorities or project scope

Self-starter, energetic, positive, team leader

Preferred

Experience in digital marketing, campaign performance, presentations/training, and proficiency in Excel and PowerPoint

Knowledge of wealth management, retirement services and private client (broker-dealer) business is a plus

Benefits

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.

Easy access to mental health benefits to meet our team members and their families where they are.

20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.

401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.

Paid parental leave to support all team members with birth, adoption, and foster.

Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.

Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.