Marketing Manager - Transcend Practice Management

Marketing Manager

Location: Wilmington, NC or Cary, NC (either office)

Compensation: $75,000 - $90,000

Work Status: Full time, In office

The best and brightest always have choices in the wealth management arena. Working with us – a rapidly growing private wealth management firm - is an investment in your future that will reap rewards for years to come. We are currently seeking an experienced Marketing Manager to join our team.

We are a Wealth Management advisory firm that is growing rapidly, as it expands its business model and explores new and innovative ways to serve clients and advisors. We take pride in having an entrepreneurial culture that embraces collaboration, empowers team members to excel, and serves clients first - always.

Our team is close and tight knit, working collaboratively to bring our values to the table each day: a client-first approach, integrity, authenticity, humility, and abundance. We are committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!

We are excited to have an opportunity to welcome a new Marketing Manager to our team! The attributes that we look for in teammates include:

• Strong interpersonal and relationship-building skills
• Effective communication and leadership skills with the ability to influence others
• Project management and process improvement
• Strong decision-making skills
• Open and adaptable to change
• Highly organized and detail-oriented
• Ability to be innovative and analytical
• Results-driven and delivers outcomes while working in a fast-paced environment
• Consistently thinking ahead and anticipating the needs of others
• Routinely seeks feedback to identify gaps and solve problems
• Commitment to exceeding client expectations
• Thorough listening skills
• Desire to be a long-term contributing member of the team
• Ability to take constructive criticism with an open mind and professional response
• A desire to be transparent with teammates and to be open and caring with one another

Get in touch today so that we can get to know you. At our firm, you will work with some of the most successful families, individuals, and business owners around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.

As the Marketing Manager, you are responsible for:

• Create and manage a firmwide marketing plan, setting specific calendar deadlines, and keeping the firm on task by goal priority
• Head the Marketing Department consisting of Marketing Assistant and leading the Marketing Committee
• Plan and coordinate all aspects of client and prospect events (seminars, lunch and learns, webinars, client appreciate events, etc.) to educate clients, promote referrals, and grow prospect pipeline
• Manage client experience to ensure top-level client satisfaction and retention
• Design and manage all communications, including coordination of ongoing newsletters, creation of special project campaigns, and writing and/or editing all insights/articles
• Organize and promote brand awareness through advertisements, sponsorships, articles, volunteerism, and manage relationships with community and business partners
• Manage and update the firm’s digital presence, including website, blog, and social media
• Maintain and update the firm’s marketing collateral, including prospect documents, stationery, and promotional items to maintain brand continuity
• Maintain internal systems and marketing analytics to provide comparative data for future years and a baseline to monitor success
• Ensure firm’s adherence to compliance regulations

The Marketing Manager is responsible for the planning, delegation, and implementation of all marketing activities for the firm. This position manages the firm’s brand presence in the community, leads educational efforts for prospects and clients, and coordinates with team members to ensure a superior client experience and high rate of retention.

Interested in more details? Qualifications for this position include:

• Bachelor’s degree, or equivalent; advanced degree a plus
• 5 years in a marketing/client experience role; 2 years of experience in the financial service industry
• Extensive knowledge of multichannel marketing strategy, including event planning and coordination, branding (advertisements and sponsorships), and digital marketing
• Ability to think conceptually and maintain a holistic view of marketing and communications, while not missing delicate details of events, timelines, relationships, and internal processes
• Expertise in high-level client retention, including creating a “wow factor” client experience
• Ability to effectively collaborate across the firm’s departments and with business partners, including COIs, vendors, third-party marketing firms, and wholesalers
• Strong interpersonal communicate skills and the ability to effectively manage relationships with diverse groups of people
• Strong writing and editing skills, and a passion for maintaining brand guidelines and a cohesive voice across all internal and external content
• Outstanding project management skills and a willingness to drive initiatives forward, challenge conventional thinking, and propose/implement new ways of accomplishing goals
• Highly organized with strong attention to detail and time management skills
• Ability to work independently; capable of taking decisive action with conviction and confidence.
• Possess leadership and management skills to delegate tasks and manage expectations regarding deadlines, prioritization, and deliverables of team members.
• Dynamic team player that can excel at multiple roles and handle both professional and administrative tasks with effectiveness and a great attitude.
• Embody best practices of compliance regulations and industry designation trademark use

Above average proficiency with technology, including:

• MS Office suite
• CRM database software
• Email marketing software (Constant Contact)
• Online survey tools (SurveyMonkey)
• Social media
• Graphic design and publication software (Adobe Creative Cloud)
• Video editing software
• WordPress

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!

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