Responsibilities - Lead the planning, development, and execution of client communications programs—including email, content, and campaign messaging—ensuring a consistent, high-quality client experience that drives engagement, retention, and conversion. - Support implementation of marketing plans across CPP. - Assist in executing rebrand initiatives, including digital updates, collateral transitions, advisor communications, and launch coordination. - Ensure brand standards, compliance requirements, and messaging consistency across all marketing materials and local marketing efforts. - Support development of scalable marketing toolkits and playbooks for advisor adoption. - Support development of nurture flows, retargeting strategies, and conversion enablement programs. - Partner with digital, analytics, and Salesforce teams to support campaign setup, tracking, and reporting. - Monitor campaign performance and provide performance summaries and optimization recommendations. - Support retargeting, nurture workflows, and lead routing processes. - Support execution of DTC campaigns aimed at driving client acquisition and engagement across digital channels. Responsibilities (continued) for internal use may include further expansion if needed for internal readability. Requirements - Bachelor’s degree in Marketing, Communications, Business, or related field. - 5+ years of relevant marketing experience. - Travel up to 10%. - 5+ years experience with Salesforce CRM and Marketing Cloud, executing end-to-end consumer-facing campaigns (strategy, implementation, performance review, etc.) - 5-8 years of marketing experience, preferably in wealth management, financial services, or RIA-channel environments. - Experience developing and executing client-facing / retail marketing communications, including email, content, and lifecycle campaigns. - Understanding of direct-to-consumer (DTC) marketing principles, including customer journeys, segmentation, and conversion optimization. - Working knowledge of digital marketing channels including SEO, paid media, email marketing, webinars, and social media. - Strong project management skills with the ability to manage multiple concurrent initiatives. - Detail-oriented with strong organizational and follow-through capabilities. Requirements (continued) for internal use only. Nice to have - Experience supporting client-facing / retail marketing or distributed sales organizations. - Exposure to RIA or wealth management environments. - Familiarity with distributed marketing tools or platforms. - Experience supporting local market activation programs or micro-event campaigns. Benefits - Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. - Easy access to mental health benefits to meet our team members and their families where they are. - 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. - 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. - Paid parental leave to support all team members with birth, adoption, and foster. - Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. - Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.