- Assess the marketing needs of the business in order to achieve desired outcomes.
- Determine areas of opportunity to align marketing initiatives to propel the growth of the business.
- Develop and execute B2B and B2B2C marketing plans, including managing relationships with third parties for copywriting, design, and strategy execution.
- Drive development and accentuation of unique value propositions and incorporate brand and marketing messages appropriately to drive outsized growth.
- Act as a primary marketing point of contact for affiliated firms focused on building and increasing adoption of marketing programs designed to increase wealth management business and ensure ready access to marketing resources.
- Develop, direct, and execute strategic marketing plans and campaigns aligned with firm priorities and growth goals.
- Represent the viewpoint of the financial advisor and end client in the content creation and strategic planning process with internal partners.
- Track and measure the effectiveness of 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.
- Minimum of 7-10+ years of experience in marketing roles.
- Financial services experience is a plus.
- Bachelor's degree in journalism, public relations, marketing, communications, or a related field is preferred.
- Direct experience in wealth management / RIA marketing preferably with both direct-to-consumer and B2B2C marketing programs.
- 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 Requirement: Up to 20%
- 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.
- 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, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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
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Senior Product Marketing Specialist - El Segundo, United States - Cetera Financial Group
Description
Job DescriptionCetera Financial Group (CFG) is currently seeking a Senior Product Marketing Specialist - Wealth Management who will be responsible for developing and executing marketing strategies to both our captive financial advisor audience to drive revenue growth and adoption of Cetera's solutions and direct-to-consumer marketing through affiliate firms and financial professionals to acquire new wealth management clients and gather more assets from existing clients. This role will work closely with our wealth management and marketing leadership team to align marketing strategies and execute plans with the business outcomes to be achieved.
What you will do:
The salary range for this role is $100,000 - $105,000, plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
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About Us
What we give you in return:
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:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
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