Platinum Wealth Management of Buckhead

Director of Marketing and Media/Client Representative

Atlanta, GA (On-site)

Salary Not AvailableDirector/ExecutiveFull time

Posted 3 months ago

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Job Summary

Drive marketing planning and client growth for a wealth-management team by leading market plans, research, and cross-functional collaboration.

  • Lead development and execution of market plans to support business growth.
  • Must-have: expertise in Market Planning, Marketing Management, and Market Research.
  • Standout: collaborative client service focus and cross-functional leadership.

Job Description

Responsibilities

  • Leading marketing strategies.
  • Managing promotional activities.
  • Conducting market research.
  • Developing market plans to support business growth.
  • Collaborating with clients to ensure exceptional service, maintain client relationships, and drive sales efforts to meet organizational goals.
  • Overseeing communication channels to ensure consistent and professional branding and messaging.

Requirements

  • Expertise in Market Planning and Marketing Management to develop and implement successful marketing strategies.
  • Strong abilities in conducting Market Research and analyzing industry trends to support decision-making.
  • Proficiency in Marketing and Sales activities to drive business growth and client engagement.
  • Exceptional communication, customer relationship management, and interpersonal skills.
  • Ability to work collaboratively within a team-focused environment.
  • Bachelor’s degree in Marketing, Business Administration, or a related field.

Preferred

  • Prior experience in financial or investment services is an advantage.
  • Proficiency with marketing software, sales tools, and business analytics platforms is a plus.