Job Description
Job Description
PROFILE: Our work at Center for Wealth Preservation is critical to the financial well-being of individuals, families, businesses, and communities. We are driven to help people feel more secure and more prepared for their financial future.
We seek to hire a
Marketing Manager, who will be responsible for working with the agency management team in developing a detailed marketing plan and executing marketing strategies for the agency which are aligned with the agency's business plan. This position will report directly to the COO and manage a team.
RESPONSIBILITIES: Marketing Planning - Creates firm marketing plans and provides strategies to implement successfully. Ensures marketing programs align with and support the firm's vision and initiatives.
- Establish performance measures for monitoring results of agency marketing programs, track progress on a regular basis, and recommend changes as necessary to improve results.
- Manages marketing budget.
- Takes advantage of new marketing opportunities by aligning agency strategy to changes in the marketplace
Branding/Storyteller - Responsible for branding the firm in the community and local marketplace- ensures there is a consistent look and feel in firm brand as well as Advisor brand.
- Public relations planning and implementation
- Visible and respected leader in community events. Ensure local promotion of the agency by developing and maintaining relationships with "Centers of Influence".
- Social Media strategy and implementation- coordinates social media calendar
Advisor Support - Works with experienced advisors to develop individual marketing plans/ensures plans are consistent with firm vision.
- Supports advisor marketing initiatives (i.e. seminars, webinars, client campaigns, etc.).
- Ensure all agency and agent sales and marketing materials meet compliance guidelines
QUALIFICATIONS - Strong communication, analytical and interpersonal skills
- Excellent writing, editing and proofreading skills along with strong attention to detail and follow-up.
- Time-management and project management skills.
- Demonstrated success and comfort in working in a fast-paced environment and ability to handle multiple projects while meeting deadlines.
- Experience with social media tools (i.e., LinkedIn, Twitter, Facebook, Instagram, Hearsay)
- Working knowledge of Salesforce highly desired.
- Experience in or knowledge of financial services preferred.
- Ability to travel locally
EXPERIENCE NEEDED: - Bachelor's degree in marketing, communications, advertising, business management or related field
- 5+ years of professional experience within a marketing role.
- Proficient in Microsoft Office and Adobe.
- Digital Marketing and social media experience required.
FEATURED BENEFITS - Medical, Dental, Vision Insurance
- 401k plan
- Paid Time Off
- Remote Working Days
- Paid Holidays
Job Tags
Holiday work, Local area, Remote job,