Responsibilities

• Cetera Planning Partners Marketing Execution
• 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.
• Demand Generation Support
• 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.

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.
• Ability to communicate effectively with advisors and cross-functional stakeholders.
• Comfort working in a matrixed organization with shared services and compliance oversight.

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.