Senior Practice Marketing Associate (Dallas, TX) at Raymond James | Dallas, TX

Raymond James

Senior Practice Marketing Associate (Dallas, TX)

Dallas, TX (Unknown)

Salary Not AvailableSenior Level2+ years expFull time

Posted 2 months ago

Top 1% of applicants do these two things.

The other 99% submit and hope. You're about to do something different.

Job Summary

Own the marketing execution and event coordination workflow that feeds client proposals and branded communications for financial advisors, from campaign setup and social media support to CRM data capture and on-site presentations.

Event and speaker orchestration: plan, coordinate vendors, and manage A/V for client/prospecting gatherings.
Marketing materials and communications: design and distribute invitations, pitchbooks, newsletters, and client communications aligned with brand.
CRM-driven insights: gather and leverage event-derived data to support advisor responses and prospect engagement.

Job Description

Assist with the execution of client focused marketing strategies and coordination of target marketing campaigns.
Assist in design and management of social media and internal marketing platforms for the practice.
Research marketing/prospect opportunities including associations, community organizations, speaking engagements, seminars and article submissions.
Liaise with Marketing and Compliance departments to align concepts with brand positioning.
Design, customize and distribute marketing materials, client communications, event invitations, campaigns, pitchbooks and newsletters.
Coordinate and execute client/prospecting events, seminars and large-scale community events, including planning, speaker selection, vendor relationships, room setup, and A/V requirements.
Maintain CRM with data from events, referrals and marketing activities.
Gather data to assist Financial Advisors in preparing responses to client proposals.
Assist Financial Advisors with on-site presentations to clients and prospects.
Call or send introductory letters to prospective and existing clients inviting them to presentations.

Raymond James

4.2 Glassdoor

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023).Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Founded in 1962

St. Petersburg, Florida, USA

19K employees (451 in marketing)

www.raymondjames.com

86% recommend to a friend

93% CEO approval