2 months ago
Senior Marketing Specialist
Cetera
Dallas, TX (Hybrid)Full time$83K/yr – $118K/yr
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Senior Marketing Specialist
Dallas, TX (Hybrid)
$83K/yr – $118K/yrSenior Level5+ years expFull time
Posted 2 months ago
Top 1% of applicants do these two things.
The other 99% submit and hope. You're about to do something different.
Job Summary
Own end-to-end client communications and lifecycle programs across email, content, and campaigns to drive engagement and conversions while staying compliant and on-brand.
- Own client communications and lifecycle flows across email, content, and nurture programs to improve activation and retention.
- Partner with analytics and Salesforce to set up campaigns and report on performance for optimization.
- Lead DTC and advisor activation paths, including landing pages and conversion pathways.
Job Description
Responsibilities
- Lead the planning, development, and execution of client communications programs—including email, content, and campaign messaging—ensuring a consistent, high-quality client experience that drives engagement, retention, and conversion.
- 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.
- 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.
- Support execution of DTC campaigns aimed at driving client acquisition and engagement across digital channels.
Responsibilities (continued) for internal use may include further expansion if needed for internal readability.
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.
Requirements (continued) for internal use only.
Nice to have
- 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
- 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 plus 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 foster.
- 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.
Cetera
CETERA driving digital transformation through the integration of systems and networks and the homogenization of their client parks. Very close to IT Leaders but more to our customers we bring a reactive, transparent and very relevant response to each projets / reflections . Listening and reactivity is our strength, the expertise and the network of our team is at your disposal. We take time to understand the ins and outs of all the subjects as well on the customer side as on the manufacturers and partners side which makes us a great ally in the conduct of your reflections, your growth, or your changes in the long / medium or short term. Creativity as a bonus, with dynamic, competent people who are passionate about their work ^^. Just Try !
Founded in 2021
Montpellier, Occitanie, FRA
10 employees
Headcount Trend
Current headcount: ~10