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