Associate Marketing Strategist
Core
Support regional Senior Marketing Strategist in developing and executing multichannel marketing initiatives, events, and experiences for high-net-worth clients in Dallas and Houston markets.
Role type
Associate Marketing Strategist (AMS)
Builds
Marketing strategies, events, and client experiences for private wealth management clients
Domain
Private Wealth Management / Financial Services
Deliverable
product features
Required skills
Multichannel marketing strategy, Event planning and execution, Budget management, KPI and ROI tracking, Project management, Data analysis, Written and verbal communication, Process improvement
Preferred skills
Salesforce, Pardot, Excel, PowerPoint
Responsibilities
Build partnerships with managing directors and advisors to develop marketing strategies; Oversee strategy and event execution from start to finish; Manage budgets for advisor marketing strategies; Track KPIs and ROI and report on activity effectiveness; Manage internal/external mailings and communications; Partner with events agency and client servicing teams; Lead national projects as needed; Identify opportunities for innovation and process improvement; Partner with training team to align priorities and support advisor training
Seniority
Mid-level, hands-on IC