The highest-level individual contributor role that is responsible for providing marketing consultation, strategic planning and recommendations to National Practice Group (NPG) advisor teams. This role serves as a primary contact for their advisor teams, providing overall marketing support and relationship management in partnership with their Sr. Marketing Specialist. This role will work closely with the NPG Consulting team and the NPG practices to gain a deep understanding of each team’s unique growth goals and needs to make tailored recommendations designed to help teams use marketing as a key lever to drive growth for their practice.
This role will lead the planning, development, and execution of focused marketing plans and strategies for NPG teams, leveraging both existing and creating new resources. The Marketing Strategist will partner in the development and implementation of Go-to-Market and CRM marketing strategies and tactics that align with key enterprise/department/program goals.
The Marketing Strategist brings extensive marketing/program development expertise and relies on high degree of business acumen to determine what data and analytics are required to drive key business decisions, recommendations and to continuously improve marketing results. This position provides leadership to large and/or complex work streams, projects and initiatives that engage cross-organizational team members. This role may be asked to lead corporate initiatives and to engage with people from all levels of the organization.
Job Duties and Responsibilities
Works directly with premier field resources to guide marketing development, align resources and create marketing initiatives to grow and sustain successful practices. Conducts research to gather actionable intelligence on competitors, customers, and market trends; conducts follow-up to measure sales trends and marketing effectiveness; assists in developing client acquisition, service and retention strategies; assesses, guides and coaches execution of marketing plans, advertisement, and digital strategies; acts as liaison with creative, compliance and other internal groups to provide superior experience.Leads large and complex marketing programs/initiatives that drive brand recognition and affinity, productivity and membership growth. Leverages extensive experience to drive strategic development that aligns with key corporate strategies and goals; manages the work of cross-organizational sub-teams/work streams.Works with research and analytics teams to determine business opportunities, model consumer behaviors, gather field insights/feedback and track results. Leverage data and analytics to drive improvements to marketing programs/initiatives that result in greater ROI.Continuously seeks ways to leverage technology to drive more effective and impactful marketing strategies and tactics and to help drive corporate CRM strategies.Develop trusted relationships with key internal/external stakeholders to collaborate and influence across the organization contributing to the development of consumer offers that attract target segments, drive membership growth and increase member loyalty.Translates strategic vision to drive flawless tactical execution; provides coaching to help grow organizational marketing acumen.Leverages market data and analytics to influence success of marketing programs/initiatives and to continuously improve upon marketing results. Gathers field, member and stakeholder feedback to ensure alignment and to optimize effectiveness. Continues to build marketing intelligence through external and internal data sources.Uses vertical marketing expertise/experience to contribute to larger marketing initiatives and projects. May be charged with leading cross- sub-teams and work streams and providing work direction in support of larger marketing initiatives. Leverages experience to drive development that aligns with key corporate strategies and initiatives.Contributes to the development of marketing strategies that support the organizational Brand and Go-To-Market strategies; responsible for development of actionable tactics that support productivity and new member growth. Plans and creates positioning of brand to select market segments through multiple communication channels.Plans, creates and/or produces content on social networking websites, interactive marketing related media.Develop trusted relationships with key internal/external stakeholders to collaborate and contribute to branding and distribution of member offers that attract target segments, drive membership growth and increase member loyalty.Required Job Qualifications
7-10 years of marketing or related experience.College degree in marketing or related field; masters a plus but not required.Experience in a specialized area of marketing (direct marketing, e-marketing, communications, analytics, brand positioning, social networking media, etc.) and/or project/program management.Excellent communication skills and exceptional customer service mindset.Demonstrates strong project management and collaboration skillsApplies a development mindset that uses creativity and marketing expertise to develop new, more effective and more efficient marketing approaches.Other Critical Factors
5+ years relevant experience in consumer financial services and with a distributed sales force preferred - in banking, lending, debt solutions, or fintechAbility to manage up/down and across a large organization.Pay Transparency
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