"Alerted.org

Essential Duties and Responsibilities:

+ Working with Marketing senior leadership and the Data Insights team, identifies advisor experience metrics/KPIs and establishes overall advisor experience objectives and goals.

+ Develops plans to acquire external market research data as well as internal research data, interprets responses/results, and makes actionable business decisions based on insights.

+ Designs, proposes and implements marketing strategies, guidelines and procedures within broad principles and policies to meet short- and long-term business needs.

+ Manages all aspects of the Marketing Advisory Council(s), including member selection and ongoing communication, agenda/content and presenter coordination, council meeting moderation, and all meeting logistics.

+ Builds broad-based support for marketing ideas and projects. Develops concepts for marketing campaigns and leads cross-functional teams on creative and campaign execution. Creates, curates, and distributes content to achieve defined objectives and align with roadmap and goals.

+ Develops, tests, and executes CRM, email, and other direct marketing campaigns and tactics with a high level of accuracy and attention to detail. Measures outcomes against KPIs and adjusts future campaigns as a result.

+ Manages deadlines, expectations, and logistics coordination for meetings, conferences/events, and projects through regular communication. Leads conference/event participation and content coordination for Marketing, and tracks results of participation.

+ Prepares/manages cost estimates and budgets for key events and initiatives.

+ Develops actionable analysis on the effectiveness of various marketing strategies and campaigns and incorporates insights into marketing plans and future initiatives.

+ Builds relationships on all levels, both within and outside of the department, including associates in the firm’s account management, product management, corporate communications, practice management, data/insights, IT, content coordination, and other departments. Develops/ensures connections leading to enhanced opportunities for visibility and advisor engagement.

+ Presents to audiences of various levels and sizes (financial advisors, branch professionals, prospective advisors, RJ management) on topics ranging from a general marketing overview to topics requiring a higher level of marketing subject matter expertise. Presents to management audiences to gain feedback and/or approval for roadmaps, campaigns/strategies, budgets and other plans. Represents department in booths at conferences, expos, technology centers, etc.

+ Manages all aspects of the Marketing Advisory Council(s), including member selection and ongoing communication, agenda/content and presenter coordination, council meeting moderation, and all meeting logistics.

+ Builds and maintains database of advisor success stories/case studies and manages ongoing relationships with advisors, branch/complex managers, branch professionals, etc.

+ Supports the Home Office Visit (HOV) program for prospective advisors meeting with marketing leaders.

+ Independently balances multiple conflicting resource and priority demands.

+ Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

In-depth knowledge of:

+ Marketing processes and overall business knowledge sufficient to develop marketing strategies within the organization on interdepartmental, corporate, business-to-business, and/or client levels.

+ Industry trends with the ability to determine and convey their potential impact upon various audiences.

+ Database marketing; ability to incorporate data-driven decision-making into all aspects of the business.

Skill in:

+ Organization, planning, and time management skills, as well as a “roll up the sleeves” mentality sufficient to independently oversee multiple projects from start to completion.

+ Excellent written and oral communication skills, as well as strong interpersonal skills.

+ Potential for strong negotiation, conflict resolution, and relationship management skills.

Ability to:

+ Interact with management at all levels as well as current and prospective financial advisors.

+ Lead work groups on a daily basis, utilizing management competencies and leadership skills.

+ Work with a wide range of constituencies in a decision-making framework.

+ Work in a client-focused and team-based environment.

+ Be a creative thinker and maintain an entrepreneurial mindset.

+ Work in a dynamic, growing environment.

+ Work primarily independently, with very limited oversight.