Marketing Manager - Center for Wealth Preservation

PROFILE:

Our work at Center for Wealth Preservation is critical to the financial well-being of individuals, families, businesses, and communities. We are driven to help people feel more secure and more prepared for their financial future.

We seek to hire a Marketing Manager, who will be responsible for working with the agency management team in developing a detailed marketing plan and executing marketing strategies for the agency which are aligned with the agency’s business plan. This position will report directly to the COO and manage a team.

RESPONSIBILITIES:

Marketing Planning

• Creates firm marketing plans and provides strategies to implement successfully. Ensures marketing programs align with and support the firm’s vision and initiatives.
• Establish performance measures for monitoring results of agency marketing programs, track progress on a regular basis, and recommend changes as necessary to improve results.
• Manages marketing budget.
• Takes advantage of new marketing opportunities by aligning agency strategy to changes in the marketplace

Branding/Storyteller

• Responsible for branding the firm in the community and local marketplace- ensures there is a consistent look and feel in firm brand as well as Advisor brand.
• Public relations planning and implementation
• Visible and respected leader in community events. Ensure local promotion of the agency by developing and maintaining relationships with “Centers of Influence”.
• Social Media strategy and implementation- coordinates social media calendar

Advisor Support

• Works with experienced advisors to develop individual marketing plans/ensures plans are consistent with firm vision.
• Supports advisor marketing initiatives (i.e. seminars, webinars, client campaigns, etc.).
• Ensure all agency and agent sales and marketing materials meet compliance guidelines

QUALIFICATIONS

• Strong communication, analytical and interpersonal skills
• Excellent writing, editing and proofreading skills along with strong attention to detail and follow-up.
• Time-management and project management skills.
• Demonstrated success and comfort in working in a fast-paced environment and ability to handle multiple projects while meeting deadlines.
• Experience with social media tools (i.e., LinkedIn, Twitter, Facebook, Instagram, Hearsay)
• Working knowledge of Salesforce highly desired.
• Experience in or knowledge of financial services preferred.
• Ability to travel locally

EXPERIENCE NEEDED:

• Bachelor’s degree in marketing, communications, advertising, business management or related field
• 5+ years of professional experience within a marketing role.
• Proficient in Microsoft Office and Adobe.
• Digital Marketing and social media experience required.

FEATURED BENEFITS

• Medical, Dental, Vision Insurance
• 401k plan
• Paid Time Off
• Remote Working Days
• Paid Holidays