Responsibilities

• Develop and manage advisor-facing marketing materials, sales tools, and client engagement resources that support line of business objectives.
• Lead projects from concept through execution, including ideation, content development, creative review, compliance approval, production, and distribution.
• Coordinate with internal creative teams and external agencies to develop marketing assets that align with brand standards and business goals.
• Manage governance and compliance review processes to ensure all marketing materials meet regulatory and corporate requirements.
• Publish and maintain tool content on internal platforms, ensuring materials remain current, relevant, and accessible.
• Develop communication strategies to promote advisor tools, resources, and marketing initiatives across the organization.
• Monitor project timelines, manage competing priorities, and proactively remove obstacles to ensure successful execution.
• Analyze program effectiveness and provide recommendations for continuous improvement.
• Serve as a trusted marketing consultant to business partners by providing strategic guidance and best practices.
• Leverage AI-enabled tools, including Microsoft Copilot, to improve content development, productivity, and overall marketing effectiveness.

Requirements

• 3-5 years of experience in marketing, advertising, communications, sales enablement, or related disciplines.
• Strong project management skills with the ability to manage multiple initiatives simultaneously.
• Exceptional written, verbal, and presentation communication skills.
• Demonstrated ability to work effectively with cross-functional teams and senior stakeholders.
• Strong problem-solving skills with a proactive, solutions-oriented mindset.
• Excellent organizational skills and meticulous attention to detail.
• Proficiency in Microsoft PowerPoint, Word, Excel, and Teams.
• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• Bachelor's degree in Marketing, Communications, Business, Journalism, or related field, or equivalent work experience.

Preferred

• Financial services, wealth management, private banking, or investment management marketing experience.
• Experience developing advisor tools, sales enablement materials, or client-facing marketing content.
• Experience using Microsoft Copilot and other AI-assisted productivity tools.
• Experience using PowerPoint, Excel, SharePoint and Camtasia.
• Ability to analyze performance metrics and translate insights into actionable recommendations.

Benefits

• This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.