Responsibilities

• Curating and implementing monthly digital marketing editorial calendars for advisor blogs, e-newsletters, email campaigns, digital ads, and social media to align with overarching advisor goals
• Generating advisor website and blog evaluations for maintenance and content updates, as needed
• Implementing lead generation, niche prospecting processes, and workflow tools for each advisor and practice to drive business growth
• Establishing and measuring ROI and KPIs such as email click-through rates, social media engagement, and website traffic
• Learning and producing each advisor’s marketing plan based on their preferences
• Scheduling and hosting weekly or bi-weekly discussions with advisors
• Maintaining advisor branding (logo, design treatment, etc.), as well as stationery and brochures
• Collaborating with advisor’s office staff to ensure cohesive messaging and communications
• Providing coaching for events and seminars
• Collaborating with compliance to ensure content, brand, and messaging are approved

Requirements

• Bachelors degree in marketing, communication, or related field
• You must have 5-7 years of strategic marketing experience
• Solid understanding of ecommerce, PPC, SEO, and SEM
• Strong knowledge of CRM, inbound marketing tools, and web management
• Understanding of offset and digital print
• Basic understanding of events and webinars
• Working knowledge of web design principles, best practices, and content management platforms
• Capacity to support Commonwealth L&S advisors via phone and email
• Ability to develop and execute sales and marketing strategies
• Proven written and verbal communication skills

Preferred

• Salesforce experience preferred but not required
• Financial services experience a plus but not required

Benefits

• generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules
• hybrid work schedule, so you will be able to work from home on Wednesdays and Fridays