Responsibilities

• Work with the Director, Product Marketing to execute strategic B2B marketing plans and campaigns aligned with the goals of our Wealth Management initiatives, focusing primarily on advisory mix shift growth.
• Help develop and maintain relationships with third parties for copywriting, design, and strategy execution.
• Support the development and accentuation of unique value propositions while incorporating brand and marketing messages appropriately to drive outsized growth.
• Represent the viewpoints of the Wealth Management leadership team, financial advisor, and end client throughout the content creation and strategic planning process with internal partners.
• Continually assess the marketing needs of specific Wealth Management business lines, tracking and measuring the effectiveness of implemented marketing plans and campaigns, adjusting as needed to maximize engagement and adoption.
• Develop, review, and revise content and messaging to help with targeted sales and education efforts.
• Other duties as defined.