Responsibilities

• Own assigned advisor coverage model in one or more channels (high net worth to mass affluent)
• Own assigned program development responsibilities, for example websites on Yext platform.
• Work directly with advisors in a data-driven service model including marketing consultations/assessments, tool/resource demos, and other assistance
• Set up advisor meetings, keep records of outreach scope, own all follow-ups
• 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
• Help maintain tracking of head/team shots, bios, value philosophies, marketing materials, including the expiration dates to ensure all materials are recertified/updated in a timely manner
• Assist with various metrics, analytics and data needs for the Field Marketing team to create dashboards and reports to management
• 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+ 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

• Curious
• Agile
• Flexible
• Driven
• Success-minded
• Cooperative/collaborative

Benefits

• We offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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.