Job Description

Job Description

Job Description

Summary:

The Marketing Strategist at Benjamin F. Edwards will be responsible for developing and implementing strategic marketing initiatives to enhance our brand presence, promote our wealth management services, and attract and retain financial advisors. This role requires a blend of strategic thinking, creativity, and hands-on execution to drive growth and achieve business objectives

Essential Duties & Responsibilities:

1. Marketing Strategy:
   • Assist the Manager of Marketing Communications in the development and execution of comprehensive marketing plans that align with the firm's strategic goals and target market.
   • Identify new marketing opportunities and develop strategies to capture them (including a public/media relations strategy).
   • Conduct market research to understand client needs, market trends, and competitive landscape.
2. Brand Management:
   • Enhance the firm's brand visibility and reputation in the marketplace.
   • Ensure consistent brand messaging across all marketing channels.
   • Develop and maintain brand guidelines.
3. Content Creation:
   • Oversee the creation of marketing materials including brochures, newsletters, presentations, and reports.
   • Manage content for the firm's website, social media, and other digital platforms.
   • Collaborate with internal teams and external agencies to produce high-quality content.
   • Ability to work in a highly regulated environment and abide by regulatory requirements for content and placement.

1. Digital Marketing:
   • Develop and execute digital marketing campaigns including SEO, PPC, email marketing, and social media.
   • Monitor and analyze the performance of digital marketing activities and adjust strategies as needed.
   • Manage the firm's online presence and reputation.
2. Advisor Engagement:
   • Develop and implement financial advisor communication strategies to enhance client relationships and retention.
   • Gather and analyze advisor feedback on the firm’s marketing initiatives to improve services and satisfaction.
3. Analytics and Reporting:
   • Track and report on key marketing metrics.
   • Provide regular updates to management on marketing performance and ROI.
   • Use data-driven insights to optimize marketing strategies and campaigns.

Qualifications:

• Proficiency in marketing software and tools (e.g., CRM, email marketing platforms, analytics tools).
• Social Media (Facebook, Twitter, Instagram, LinkedIn, YouTube)
• Adobe Illustrator, Photoshop and Premiere
• Microsoft (Word, Excel, Outlook, PowerPoint)
• Proven track record of developing and implementing successful marketing strategies.
• Strong understanding of digital marketing tools and techniques, including Adobe suite.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects and meet deadlines.
• Strong analytical skills and attention to detail.
• Strategic Thinking: Ability to develop long-term strategies and plans.
• Creativity: Ability to generate innovative ideas and solutions.
• Leadership: Ability to lead and motivate a marketing team.
• Collaboration: Ability to work effectively with cross-functional teams.
• Financial Advisor Focus: Strong commitment to understanding and meeting Financial Advisor needs.
• Adaptability: Ability to thrive in a fast-paced and changing environment.

Education and/or Work Experience :

• Minimum Education Required: Bachelor’s degree in Marketing, Business Administration, or a related field and MBA is a plus.
• Minimum Work Experience Required: 5 years of experience in marketing, preferably in the financial services or wealth management industry.

Licenses/Registration:

• N/A

Work Environment:

This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.

About Benjamin F. Edwards

If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $45 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.

We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.

Benjamin F. Edwards is an Equal Opportunity Employer.

#LI-Onsite

Job Tags

Similar Jobs