Responsibilities

• Cetera Planning Partners Marketing Execution
• Support implementation of marketing plans across CPP.
• Assist in executing rebrand initiatives, including digital updates, collateral transitions, advisor communications, and launch coordination.
• Ensure brand standards, compliance requirements, and messaging consistency across all marketing materials and local marketing efforts.
• Support development of scalable marketing toolkits and playbooks for advisor adoption.
• Demand Generation Support
• Support development of nurture flows, retargeting strategies, and conversion enablement programs.
• Partner with digital, analytics, and Salesforce teams to support campaign setup, tracking, and reporting.
• Monitor campaign performance and provide performance summaries and optimization recommendations.
• Support retargeting, nurture workflows, and lead routing processes.

Requirements

• Bachelor’s degree in Marketing, Communications, Business, or related field.
• 5+ years of relevant marketing experience.
• Travel up to 10%.
• 5+ years experience with Salesforce CRM and Marketing Cloud, executing end-to-end consumer-facing campaigns (strategy, implementation, performance review, etc.)
• 5-8 years of marketing experience, preferably in wealth management, financial services, or RIA-channel environments.
• Experience developing and executing client-facing / retail marketing communications, including email, content, and lifecycle campaigns.
• Understanding of direct-to-consumer (DTC) marketing principles, including customer journeys, segmentation, and conversion optimization.
• Working knowledge of digital marketing channels including SEO, paid media, email marketing, webinars, and social media.
• Strong project management skills with the ability to manage multiple concurrent initiatives.
• Detail-oriented with strong organizational and follow-through capabilities.

Preferred

• Experience supporting client-facing / retail marketing or distributed sales organizations.
• Exposure to RIA or wealth management environments.
• Familiarity with distributed marketing tools or platforms.
• Experience supporting local market activation programs or micro-event campaigns.

Benefits

• Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind