Responsibilities

• Execute quarterly strategic objectives set by Marketing Strategy Committee
• Maintain brand consistency across Wealth Management and Advisor Solutions businesses
• Execute client and advisor-focused marketing programs including collateral, events, and digital campaigns
• Implement marketing action plans with measurable objectives and performance metrics
• Streamline workflows to enhance productivity and efficiency across the team
• Provide recommendations and insights based on internal observations and feedback
• Manage content calendar and editorial strategy implementation
• Oversee website enhancements that optimize conversion pathways
• Support M&A communications and advisor transitions with appropriate messaging
• Implement conference and micro-event programs and advisor marketing resources

Requirements

• Strong project management skills with ability to prioritize competing demands
• Experience with digital marketing platforms, analytics, and email marketing systems
• Exceptional written and verbal communication skills
• Knowledge of compliance requirements in financial services marketing
• Experience supporting both retail and B2B marketing initiatives
• Proactive work ethic with excellent organizational abilities
• Collaborative approach to cross-functional initiatives
• Attention to detail and consistent follow-through
• Professional demeanor aligned with Credent's standards
• Adaptability and commitment to continuous improvement

Preferred