Wealth Enhancement Group · 19 hours ago

Regional Marketing Specialist

United States

Full-time

Remote

Mid Level

$60K/yr - $75K/yr

3+ years exp

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Responsibilities

Partner with Sr. Regional Marketing Specialists and Managers

Adhere to the recommended marketing plans as defined in partnership with the advisor team, and Sr. Regional Marketing specialist while staying in budget. These plans are built with a focus on the advisors’ business development efforts (client retention, appreciation, referral, team-level lead gen, etc.).

Key aspect of role is supporting a handful of teams executing on their marketing goals and initiatives using our Advisor Marketing Platform for events, email and social strategies from our content library and advisor crafted content

Submit requests on behalf of your teams for web enhancements, content and presentations needed along with helping to usher key collateral through the brand, creative and compliance departments.

Align advisor team marketing plan with corporate marketing offerings and adoption of key growth drivers and initiatives.

Navigate Salesforce: pull reports, analyze dashboards, present client data, create campaigns and report out on results and final budgets (we can teach you!)

While working with your teams and their marketing plans, on occasion they may request you help support an event they are hosting with execution such as venue selection, menu, av equipment/technology needs and on-site support (travel will be required)

Foster strong relationships with financial advisors, the advisor marketing team and identifying and highlighting success stories and best practices within the advisor community. Help to document and create processes around successful new initiatives.

Regularly educate and train advisors and their staff on your marketing recommendations, marketing collateral, and tools available to support all areas of their client and prospect lifecycle.

Identify opportunities to create marketing solutions for broad use cases (nationwide) and collaborate with Product Marketing or content team to bring them to market.

Lead as a key Marketing point-of-contact for advisor teams, acting as a conduit between field and corporate Marketing resources.

Help oversee our team inbox and quickly resolve barriers to advisor team growth directly or by connecting advisor teams with appropriate corporate teams for resolution.

Research and stay informed on ideas within and outside our industry to make recommendations and bring new ideas to your advisor teams.

Take ownership of key advisor enablement projects as needed to help continually enhance our offerings and capabilities.

Partner with colleagues in Marketing and other corporate departments to adopt and optimize processes to ensure we’re operating efficiently and effectively to support our firm’s rapid growth.

Engage in Organic Growth team meetings and events, sharing results and growth initiatives you’re supporting.

Serve as a collaborative partner within the team, pitching in on things that wouldn’t normally be on your to-do list as needed.

Qualification

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Marketing experienceSales enablement experienceCRM systems proficiencyFinancial services marketingEmail campaign managementSocial media strategiesWordExcelOutlookPowerPointWistiaWrikeCanvaFMG Suite