Marketing Director
4 days ago
As a key member of our marketing team, the Vice-President, Advisor Marketing will oversee 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.
Main Responsibilities
- Designing, implementing, and continuously refining advisor marketing programs that provide clear value to financial advisors.
- 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.
Requirements
- Bachelor's degree in business or marketing. Equivalent combination of education and experience may be considered.
- Minimum 10+ years of experience in marketing, with a minimum of 5 years in a leadership role within the financial services industry, preferably in a marketing or advisor support capacity. Experience in the Wealth Management industry or other regulated industry is required.
- Deep knowledge of various marketing platforms and tools including Content Management Systems (CMS), Search Engine Optimization (SEO), Search Engine Marketing (SEM), digital advertising platforms, email marketing and lead nurturing platforms, social media management and analytics, content creation and creative design tools, customer journey mapping and marketing attribution.
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