Responsibilities

• Own assigned territory in advisor coverage model
• Work directly with advisors in a data-driven service model including consultations, demos, and other assistance
• Set up advisor meetings, keep records of outreach scope, plan market visits
• Pull advisor business stats and marketing history in prep for meetings, prepare documents used by team when meeting with advisors
• Help maintain intake form database and files by region and advisor as well as tracking of head/teamshots, bios, value props
• Assist with various metrics, analytics and data needs for the Advisor & Field Marketing team to create dashboards and reports to management
• Assist with the development and maintenance of advisor websites, working hand in hand with Field Marketing colleagues and the Digital Sales team, as well as the website vendor
• Help track collateral usage through record keeping, inventory management, order management
• Help support advisor email, newsletter, content and engagement projects with extended team and provide support to team leaders on ongoing business projects
• Become a reliable source of support for measurement, metrics, dashboards, audits and other data-driven needs

Requirements

• 2 plus years of entry-level marketing experience, ideally in an advisor channel wealth management model
• Organization, detail-oriented, ability to manage multiple projects at once
• Agile in the ability to pivot between communicating with advisors and internal marketing colleagues, scheduling work accordingly
• Ability to interface with very senior executive-level advisors appropriately
• Able to give and take feedback in an ongoing manner
• Bachelor's Degree required

Preferred

• comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.