Responsibilities

• Institutional Insight
• Gain a deep understanding of the institution’s culture, member base, and program growth goals to ensure alignment and relevance.
• Gain an understanding of the current marketing channels used to reach financial institutions’ member or customer base and how marketing the investment services program will fit into their natural marketing cadence.
• Strategic Marketing Alignment
• Develop a marketing calendar that reflects the program strategy.
• Ensure content is accessible and turnkey, using a library of pre-approved content.
• Continuously explore new opportunities to innovate and expand reach.
• Consulting
• Participate in the annual planning to develop the overall marketing strategy that aligns with the financial institution’s strategic marketing plan.
• Conduct regular accountability meetings with financial institution marketing partners to maintain focus and momentum.
• Follow up in a timely manner on marketing plan deliverables, ensuring both the financial institution marketing teams and you are holding each other accountable to commitments.
• Measure key performance indicators.
• Meet regularly with the assigned Regional Investment Director to review program marketing goals and plan execution effectiveness.
• Complete a quarterly scorecard for each institution, indicating level of engagement and execution on the agreed-upon plan.
• Advisor Consulting:
• Onboarding:
• Complete actions on the Onboarding Checklist.
• Send welcome email explaining initial consulting process.
• Consulting:
• Conduct 3-4 annual individual consulting sessions, developing a cadence of digital marketing, a social media marketing calendar and ongoing strategic client nurturing.
• Complete a quarterly scorecard to discuss advisor engagement with the assigned Regional Investment Director.
• Maintain stationery where necessary post-onboarding.
• Assign an engagement level to each advisor and conduct group meetings to elevate the marketing engagement and advise on new marketing trends.