Responsibilities

• Assess the marketing needs of specific Wealth Management business lines to achieve desired outcomes.
• Develop, direct, and execute strategic B2B marketing plans and campaigns aligned with the goals of our Wealth Management initiatives, focusing on driving advisor adoption of wealth management solutions and fee-based assets onto Cetera’s platform.
• Develop and manage relationships with third parties for copywriting, design, and strategy execution.
• Drive 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.
• Track and measure 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.

Requirements

• Minimum of 5 years of experience in marketing roles in the financial services industry.
• 5+ years of experience in marketing experience, ideally in product or advisor marketing.
• Exceptional written and verbal communication skills, including knowledge of AP Style.
• Strong proficiency in a variety of computer applications such as Word, Excel, PowerPoint, and Outlook.
• Travel Requirements: Up to (20%).

Preferred

• Direct experience in B2B wealth management marketing, preferably within the advisory, investment management, and/or RIA space.
• Familiarity with content management systems, analytics tracking, client relationship management tools, and social media and email marketing platforms. Proficiency in Marketo is a plus.
• Experience with qualitative and quantitative research methodology.