Marketing Programs Director, Wealth Management

Role Overview

• Develop and lead fully integrated, advisor facing repeatable and scalable marketing programs that drive growth, lead generation, and client engagement.
• Use data and book-of-business insights to identify target segments, niches and opportunities for program development.
• Create turnkey marketing toolkits across email, social, digital, events, education-based marketing, community engagement suggestions, client presentation and content that advisors can easily use in the field.
• Develop thematic programs around key business opportunities such as the Great Wealth Transfer, retirement income planning, tax-aware investing, and multi
• generational wealth planning.
• Partner closely with Wealth Management teams such as the broker/dealer, training and practice management teams to support advisor education, adoption and execution.
• Design and support niche, affiliation, and branch-level marketing programs.
• Drive internal awareness and adoption of programs through training, communications and field enablement.
• Collaborate cross-functionally with analytics, product marketing, advanced markets team, asset management, creative, enterprise thought leadership and compliance teams.
• Collaborate with branch leadership and field teams to identify high-potential niches and affiliation opportunities.
• Share best practices and insights across Equitable Advisors, training, and field leadership.
• Manage agency and vendor relationships as needed to support program development and execution.
• Define success metrics for advisor programs, including lead generation, adoption, engagement and conversion.
• Measure program performance and continuously optimize based on data and advisor feedback.

Requirements

• Bachelor’s degree in marketing, communications, business or related field
• 10+ years of marketing experience
• Marketing experience within financial services, wealth management, or asset management fields
• Expertise on integrated marketing channels including social media, email, content and events
• Demonstrated experience using data and analytics to inform marketing strategy, segmentation and program deployment
• Proven success developing advisor facing marketing and lead-generation turnkey programs, including niche and affiliation initiatives

Benefits

• Health insurance
• Dental
• Vision
• 401(k) plan
• Paid time off