Marketing Specialist
We are seeking a proactive and organized individual to join our team as a marketing specialist at our Mutual Fund Dealer. The candidate will be responsible for creating strategies to promote our innovative dealer structure. The ideal candidate should have excellent communication skills, attention to detail, and the ability to handle multiple tasks efficiently. Our ideal candidate is goal-oriented and has a deep knowledge of target marketing and a proven track record, with experience in the financial industry.
Responsibilities:
• Promote our innovative new structure.
• Prepare marketing material, website and any other necessary campaign to promote the new structure.
• Build and execute a social media strategy that focuses on sustainment, and adoption supporting advisors and leaders across the Wealth Advice businesses.
• A solid understanding of how various social media channels work in support of the growth of the firm.
• Ability to develop and optimize content for advisors to leverage to ensure it remains engaging on social channels.
• Development and delivery of education to support the elevation of an advisor’s knowledge when it comes to the use of social media for business purposes.
• Creation of a social selling program for advisors focused on leveraging social media to grow their practice.
• Develop key metrics and KPIs to measure success of the social media program.
• Maintain and oversee key vendor relationship in support the social media program including regular touch points and uncovering program opportunities.
• Working closely with advisors supporting their various marketing efforts taking a consultative approach assisting in the growth of their practice. Including but not limited to social media marketing.
• Lead approval process for regulatory oversight on any newly developed marketing tactics to ensure key control partners are engaged including but not limited to legal, and compliance.
• Responsible for managing the development of creative supporting advisor marketing, working closely with the internal creative services team and maintaining brand standards.
• Ensure key accountable initiatives are internally communicated in a coordinated and consistent manner.
• Responsible for supporting the Marketing Strategy Team overall in any marketing related initiatives.
Requirements
• Proven work experience in a marketing capacity, social media marketing, digital media or similar role.
• Expertise in social media platforms and how content can be effectively used.
• Ability to tell a story in a compelling and convincing manner to an audience.
• Excellent consulting, presentation, writing and communication skills.
• Highly motivated collaborative individual, self-starter, takes ownership, team player who is receptive to feedback and quickly adapts to change.
• Creative thinker and problem solver.
• A desire to learn and consistently apply marketing brand standards across multiple applications.
• Project management skills and attention to detail: Ability to meet deadlines – strong time-management and organizational skills to manage multiple campaigns, and priorities within a fast-paced environment.
• Undergraduate degree or relevant professional certifications, designations, or equivalent required.
If you are a motivated and organized individual with marketing experience, we invite you to apply for the position of Marketing specialist. Join our team and contribute to the efficient operation and professional image of our Mutual Fund Dealer.
