Responsibilities

• Maintain confidentiality in all aspects of client, prospect, third-party partner, and staff information.
• Adhere to and uphold the conduct and performance standards of Legacy in all duties performed, including all applicable industry rules and regulations.
• Maintain current knowledge of industry rules and regulations, ensuring that all marketing practices comply with legal standards and reduce risk. Proactively implement measures to uphold these standards within all marketing and promotional activities to maintain company integrity and trust.
• Partner with Enterprise Risk Management and leadership to ensure all marketing, advertising, communications, and promotional activities comply with applicable regulatory requirements and fiduciary standards.
• Perform other related duties as assigned or requested.
• Oversee the creation, updating, and management of marketing materials, including digital content and physical assets such as corporate images, business cards, letterheads, and name tags. Ensure all materials adhere to brand standards and are available to stakeholders in a timely manner.
• Monitor the use of brand elements across various channels to maintain consistency in visual and messaging standards. Provide guidance and support to internal teams and external partners to ensure compliance with brand guidelines.
• Monitor and assess brand initiatives using data to refine strategies and enhance brand integrity across all platforms.
• Act as a liaison with a select group of independent banks and investment advisors with whom Legacy has or seeks to establish Trust Service Office Agreements. Facilitate brand alignment and collaborative efforts to promote a unified brand presence across these partnerships.
• Serves as a key steward of Legacy's culture and employee engagement efforts.

Requirements

• Bachelor’s degree in Marketing, Communications, Business, or a related field.

Nice to have

• Advanced coursework or continuing education in digital marketing, graphic design, communications, or financial services marketing.

Benefits