Work with the Director, Product Marketing to execute strategic B2B marketing plans and campaigns aligned with the goals of our Wealth Management initiatives, focusing primarily on advisory mix shift growth.
Help develop and maintain relationships with third parties for copywriting, design, and strategy execution.
Support the development and accentuation of unique value propositions while incorporating brand and marketing messages appropriately to drive outsized growth.
Represent the viewpoints of the Wealth Management leadership team, financial advisor, and end client throughout the content creation and strategic planning process with internal partners.
Continually assess the marketing needs of specific Wealth Management business lines, tracking and measuring the effectiveness of implemented marketing plans and campaigns, adjusting as needed to maximize engagement and adoption.
Develop, review, and revise content and messaging to help with targeted sales and education efforts.
Other duties as defined.

Minimum of 3 years of experience in marketing roles in financial services.
3-5+ years of experience in marketing experience ideally in advisor or product marketing.
Exceptional written and verbal communication skills, including knowledge of AP Style.
Strong proficiency in a variety of computer applications such as Word, Excel, PowerPoint, and Outlook.
Direct experience in B2B wealth management marketing, preferably with an emphasis on advisory business models and asset mix conversion is nice to have.
Familiarity with content management systems, analytics tracking, client relationship management tools, and social media and email marketing platforms is nice to have. Proficiency in Marketo is a plus.
Experience with qualitative and quantitative research methodology is nice to have.

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Product Marketing Specialist

Key skills