Financial Advisor Support Leader

2 weeks ago

Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full time

About Our Team

As a member of our team, you will have the opportunity to contribute to the development and implementation of marketing strategies and programs designed to support and empower our network of financial advisors.

This role will lead a high-performing team that partners closely with advisors to enhance their marketing efforts, increase client acquisition, and strengthen brand positioning.

You will bring a hybrid background to technical depth and experience in marketing and a creative vision as we strive to deliver first-class marketing support.

This role will also work closely with senior leadership to ensure alignment of marketing strategies with business objectives and the broader company vision.

Key Responsibilities

  • Designing, implementing, and continuously refining advisor marketing programs that provide clear value to financial advisors, ensuring they have the tools and support they need to succeed.
  • Managing the execution of marketing offers for the onboarding of investment advisors nationwide as they transition their teams and clients to Wellington-Altus.
  • Overseeing the execution of day-to-day advisor marketing services for all advisor teams across the country.
  • Managing relationships with advisor teams and managing request escalations and reviews.
  • Developing and executing a comprehensive marketing strategy that drives advisor growth, engagement, and retention.
  • Overseeing the creation and implementation of marketing programs, tools, and resources that help financial advisors attract and retain clients, improve their marketing ROI, and build stronger brands in their local communities.
  • Collaborating with senior leadership to align advisor marketing strategies with company goals and objectives.
  • Leading the establishment, implementation, and review of departmental procedures and framework.
  • Developing relationships with the national network of advisors.
  • Acting as a point of contact for prospective advisors and onboarding advisors.
  • Building a high-performing marketing team and ensuring its effective coordination with other teams across the organization.
  • Fostering collaborative and supportive relationships with corporate executives and key stakeholders.
  • Overseeing the advisor marketing team members and deliverables.
  • Leading, mentoring, and developing a high-performing marketing team, fostering a culture of collaboration, innovation, and continuous improvement.
  • Setting clear performance goals for the advisor marketing team and evaluating team members' success in achieving those goals.
  • Driving professional development and creating opportunities for team members to expand their skills and capabilities.
  • Overseeing departmental staffing, including hiring, performance management, and work direction.
  • Supporting the Senior Vice-President, Marketing in team planning, department planning, project strategy, and implementation.
  • Creating and evaluating organizational marketing efficiencies.
  • Ensuring consistent messaging and branding across all marketing channels and materials.
  • Defining and tracking KPIs for advisor marketing campaigns and programs.
  • Using data-driven insights to continually optimize marketing strategies, ensuring maximum impact for advisors.
  • Reporting regularly to senior leadership on the effectiveness of advisor marketing efforts, including progress.
  • Designing, developing, and delivering meaningful data analysis to assess marketing performance and to help the organization make informed marketing-related decisions.
  • Performing other duties as assigned.

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