Seattle, WA, 98194, USA
83 days ago
Wealth Management Marketing Specialist
Job Descriptions: Summary/Function:Oversee and execute a broad range of marketing activities to contribute to the successful promotion of the D.A. Davidson & Co. Wealth Management business line. Responsible for developing marketing strategies, writing, managing the production, design and delivery of marketing materials, and ensuring client-facing advertising pieces, reports and presentations are updated as appropriate. Must build effective client relationships with key business stakeholders and be able to work in a matrixed environment supporting various wealth management leaders and top producing financial advisors, as well as the Marketing Department. While this is not a remote work position, open to exploring opportunities anywhere in the U.S. where we have space available for full-time in office work within our office footprint. Required Experience: Qualifications/Requirements:* Bachelor’s degree in Marketing, Journalism, Communications, or Graphic Design preferred, or equivalent work experience* Proven track record in the Financial Services Industry- minimum of three years* Required experience in Wealth Management Marketing, working with top financial advisors in a marketing advisory capacity. * Proficiency in social media marketing and guiding advisors to build their social media presence. * Excellent written and verbal communication skills including proficiency in copywriting.* Strong time-management skills with the ability to work on multiple projects simultaneously.* Ability to work with tight deadlines, while maintaining a high-degree of follow-through and attention to detail* Self-motivated, proactive individual contributor who can collaborate effectively across groups and within a team.* Demonstrated ability to think creatively and provide strategic rationale for recommendations.* Strong proficiency in Adobe Creative Suite and Microsoft Office Suite* Ability to work with a high-degree of flexibility and adaptability* Ability to travel as required. Duties:* Oversee the creation and management of long-term, multi-channel marketing objectives for Wealth Management, including advertising, public relations, promotions, and collateral material ensuring cohesive brand messaging.* Manage client-focused digital marketing strategy and execution for top financial advisors across the United States to help increase brand awareness and client engagement. * Proactively develop strong client relationships with Wealth Management leadership and financial advisors. Consult and partner with clients and various departmental resources to develop marketing and communication programs designed to promote our products or services. * Proactive guidance and counseling of top producing Financial Advisors on their marketing strategies and execution. Must be a self-starter in leading this process. * Develop recommendations in alignment with organizational goals and initiatives by collaborating with key Wealth Management stakeholders for effective deployment. Work hands on with others to evolve, identify and implement improvement opportunities.* Ensure marketing projects are delivered in accordance with deadlines, meeting departmental expectations for quality and accuracy. * Manage internal and external processes and tasks with the help of appointed departmental Wealth Management resources.* Prioritize marketing requests with the feedback of key stakeholders. Initiatives will include: marketing campaigns; branding awareness; consultation on email marketing tools and template designs for best engagement to be executed by departmental resources; social media marketing strategy related to closed transactions, new hires and industry commentary; deliver marketing collateral, oversee creation of new templates for use in group-wide PowerPoint materials to be maintained and distributed by departmental resources; work with respective department stakeholders on advertising plans, campaigns and budgets (e.g. relevant business journal and industry publications); and any other relevant items. * Regularly participate in Marketing Department team meetings and support various broader initiatives for the Marketing Department as needed.* Develop effective and persuasive copy for internal and external firm communications, including but not limited to brochures, presentations, statement messages, bios, fact sheets, digital marketing and press releases. What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: * Medical, Dental and Vision* Company 401(k)and ESOP contribution * Generous sick, vacation, and maternity/parental leave* Paid holidays* Professional Development Opportunities* Tuition Reimbursement ($15,000 lifetime cap)* Discounted personal insurance including home, auto and recreational vehicles. * Charitable gift-matching program* Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $56,000 - $77,000. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Keyword: Wealth Management Marketing Specialist From: D.A. Davidson Companies
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