- Role will administer company policy at the local level and act as Field Liaison for the Region/ Headquarters.
- Will be a key partner with HQ Marketing
- Create, collaborate & consult on marketing strategies
- Develop plans to assist with client acquisition & retention
- Develop and implement efficient procedures throughout the Complex in partnership with COO.
- Is the point of contact on Centralized Marketing Resources around Frequently Used Items.
- Maintain Branch Inventory around marketing resources
- Provides periodic updates of new/updated marketing items
- Key Advisor contact to SMEs
- Maintains all Social Media Accounts
- Utilizes Portray Professional, Successful Organization in support of gaining both new clients & new recruits
- 1:1 Support for advisors with establishment and management of digital footprint
- Develops Marketing Plan Templates for segmented advisor audience
- Organizes all office community events (Equitable in Action)
- Oversees in organizing any holiday season events
- Acts as B2B Liason for community organizations
- Communicates and promotes marketing tools, resources, and content to Complex
- Designs Complex & Branch Newsletters
- Must maintain and develop Branch websites
- Will submit and teach how to submit advisor-built items for compliance review and provide follow up
- Lead on new advisor marketing onboarding
- Facilitates ongoing 1:1 support of marketing plan & marketing initiatives (PDG-centric) for advisors
- Supports HQ initiatives that help develop, improve, or eliminate processes to create value and more effective and efficient support to the field.
- Act as a resource by sharing time and expertise to assist in the development of new programs and systems.
- 3 years industry or marketing experience
- Able to resolve conflicts, problems, and function independently
- Strong leadership skills
- Ability to manage multiple projects
- Proactive decision-making skills
- Strong ability to collaborate
- Ability to articulate complicated items simply
- Ability to demonstrate creativity and design
- Excellent proofreading ability
- Can work with new and experienced advisors
- Displays good judgment and decision-making skills.
- Understands the need for confidentiality at all levels of work.
- Ability to serve as primary contact to and communicate with financial professionals with diplomacy and tact.
- Bachelors degree preferred
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Complex Marketing Manager - Milford, United States - Equitable Services
Description
Job Number: 9096Job Number: Z
External Description: At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
We are currently seeking a dynamic, high-energy individual to p rovide operating support to the Branch Managers and Operations Director. This individual is the key marketing liaison in the Atlantic Liberty, Connecticut, & New England branch locations and will need to be able to coach advisors and their staff around marketing best practices.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
#LI-HYBRID
Required Qualifications
Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors
Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
ABOUT EQUITABLE
At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at or email us at .
Community / Marketing Title: Complex Marketing Manager (Hybrid)
Location_formattedLocationLong: Milford, Connecticut US
