Responsibilities

• Coordinate the planning, development, and execution of advisor and employee communications, including newsletters, email campaigns, webinars, announcements, and recurring marketing initiatives.
• Partner with business leaders and subject matter experts to gather content, manage deadlines, and ensure timely delivery of communications.
• Draft marketing communications and content for review, ensuring messaging is clear, engaging, and aligned with brand standards.
• Manage communication calendars, production schedules of corresponding marketing assets including digital, print, video, etc.
• Coordinate webinar logistics, including scheduling, registration, communications, recording, and post-event follow-up.
• Maintain and update advisor-facing marketing platforms, including the Wealth Advisor Resource Center and other digital content repositories.
• Maintain marketing technology platforms including email marketing (FMG) and webinar tools, while maintaining audience lists and distribution groups.
• Monitor communication performance and prepare recurring reports and insights to support continuous improvement.
• Maintain marketing assets, templates, collateral, presentation materials, and digital resource libraries to ensure information remains current and accessible for our wealth business units.
• Coordinate with the Events team to source and manage promotional items, branded merchandise, printed materials, and fulfillment for meetings, events, and marketing initiatives.

Requirements

• The ideal candidate has 2-3 years of marketing experience, is a strong communicator and writer, enjoys managing multiple projects, and is passionate about improving processes while delivering an exceptional advisor experience.

Benefits

• competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.