Oracle Cloud ERP ยท 1 day ago
Senior Manager, Advisor Marketing
San Diego, CA, United States
Full-time
Onsite
Senior Level, Lead/Staff
$142K/yr - $202K/yr
8+ years expCetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. They are seeking a Senior Manager, Advisor Marketing to execute and manage data-driven strategic marketing programs, ensuring profitability and growth across the enterprise.
Information Technology & Services
Responsibilities
Oversee management and execution of GrowthLine program in partnership with peers. Evaluate opportunities to further amplify program and advisor/client experience. Build in highly differentiated & personalized elements, when available, and ensure program stays fresh with unique offerings, establishing competitive edge
Lead GrowthLine program in partnership with peers, including planning, strategy, process improvements, advisor comms, and directing all activity with advisors and their teams, cross functional business partners, and oversight of vendor and agency partners
Conduct research to analyze competitive landscape, market trends and customer behavior to inform evolution of program
Support your manager, Head of Advisor Marketing, in establishing and evaluating advisor marketing strategy and plan by analyzing KPIs, managing various projects and organizing and planning promotional presentations
Prepare and deliver presentations to various audiences, as needed
Lead ad hoc projects and initiatives that bring about change and grow the business
Manage and/or liaise with key digital media partners, vendors, and other agencies, as needed or requested by manager
Lead 1:1 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
Key marketing liaison for high priority groups of advisors including training, project management, marketing consultations, and support
Identify growth marketing opportunities for individual advisor businesses from needs-based discovery
Start-to-finish support and project oversight for multiple offices at one time, based on growth paths identified
Work closely with cross-functional teams, assigned business owners and other functions across the enterprise, as needed or requested by manager
Develop email and social media content for advisor marketing platform, as needed, in partnership with advisor marketing team. Support content uploads into platform and auditing as necessary to ensure an optimized experience for all users
Participation in advisor consults, presentations to prospective advisors, and firm-specific/regional meetings
Independently prioritize and accomplish multiple tasks in accordance with business needs to ensure timely execution
Implementation and management of new programs or scaling test programs
Management and review of various marketing programs and tools
Rollout, transition or migration to new tech solutions
Review and negotiation of vendor contracts, as requested by manager
Provide ongoing and ad hoc reporting on performance of programs, initiatives, and tools
Become a power user in advisor marketing platform and/or other tools and tech. Bring new tools and suggestions to improve advisor experience and drive growth
Involvement and tasks, as requested, for M&A projects
Other duties and responsibilities may be added, deleted or changed at any time at the discretion of management, formally or informally, either verbally or in writing
Qualification
Required
A four-year college degree in Marketing and/or Business or the equivalent combination of education and 8+ years of experience required
An understanding of 1:1 and broad digital marketing tactics, brand and DBA development, tools, channels and processes
Understanding of digital landscape and best practices, including SEO, email, social media, and website
Proven ability to multi-task while maintaining a high attention to detail and quality of work
Comfortable presenting to groups and providing customer service and consulting in 1:1 environment
Follow through on commitments, meeting and exceeding targets and deadlines
Fast learner, collaborative team player with a bias to action
Self-motivated and self-directed with good time management skills
Solutions-oriented and eager to solve business issues
Must be flexible with ability to quickly adapt to shifting priorities or project scope
Self-starter, energetic, positive, team leader
Experience in digital marketing, analytics and reporting, and proficiency in Excel and PowerPoint
Knowledge of retail 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.
Company
Oracle Cloud ERP
Oracle Cloud ERP is a software as a service, SaaS, solution for businesses to control and manage multiple facets of their business.
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase