Digital Marketing & Acquisition Analytics - AVP

About the Role

Key Responsibilities

• Support Financial Advisors (FAs) in cultivating and enhancing client relationships, including executing money movement transactions and answering non-investment related questions.
• Enter profile information, pre-fill account documentation, and onboard clients by collecting necessary information and documentation.
• Educate or enroll clients in digital tools such as MSOnline, eSign, and eAuthorization.
• Assist with supporting the FA's marketing strategy, including website maintenance.
• Participate in firm initiatives, training, and special projects as directed by management.
• Answer inbound and make outbound calls regarding service requests and updates.
• Manage calendars, coordinate meetings, and prepare materials for meetings or events.
• Maintain travel itineraries, prepare expense reports, and assist with general office support functions such as copying, filing, and scanning documentation.
• Prepare and submit expense reports for processing.

Requirements

• High School Diploma or Equivalency; college degree preferred.
• Active Series 7 (GS), Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA) licenses.
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Strong organizational skills and attention to detail.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal, and client service skills.
• Strong time management skills and ability to work in a fast-paced environment.
• Ability to collaborate with others and adapt to changing priorities.
• Goal-oriented, self-motivated, and results-driven.

Nice to Have

• Experience with digital tools and platforms used in financial services.
• Additional industry certifications or licenses.

Qualifications

• High School Diploma or Equivalency; college degree preferred.
• Active Series 7 (GS), Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA) licenses.

Benefits & Perks

• Comprehensive employee benefits including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability, and other insurance plans.
• Paid Time Off including Sick Leave, Parental Leave, and 10 Vacation Days annually.
• 10 Paid Holidays and 401(k) plan.
• Short/Long Term Disability coverage.
• Opportunities for career growth and internal mobility.
• Supportive work environment with emphasis on diversity and inclusion.