IBD Contractor

About the Role

Key Responsibilities

• Champion the voice of independent advisors by deeply understanding their needs, challenges,, and aspirations and deliver marketing that empowers them to better serve their clients with innovative private market solutions
• Lead, develop and execute strategic marketing initiatives to drive business results and deepen Client engagement with IBD advisors using a wide variety of marketing tools
• Develop multi-channel marketing collateral that aligns with the goals of the distribution team including email and social media campaigns and journeys, events, digital assets and value-add programs and shepherd collateral through review processes
• Tailor messaging to firm investment guidance and publications to make it relevant for advisors and aligned with their home office viewpoints
• Deliver paid media campaigns across digital and sponsored channels, including asset development, targeting strategy, media coordination, budget tracking, and performance reporting
• Measure and evaluate the effectiveness of campaigns by setting specific and measurable marketing goals, leverage data to inform optimization and rationalization, and share key metrics and insights with relevant stakeholders on a consistent basis
• Utilize strong project management skills, including the ability to prioritize and execute projects from beginning to end in a fast-paced environment, meeting deadlines and providing timely updates to stakeholders
• Plan and coordinate world-class in-person and virtual events and conference experiences to deepen relationships with financial advisors and grow Client brand
• Lead regular check-ins with sales leaders and key account relationship managers to align marketing strategies and review marketing performance
• Support the development of new digital experiences for advisor audiences through effective collaboration with digital and business stakeholders and impactful program management
• Design and optimize lead generation workflows using CRM segmentation, ensuring efficient collaboration with sales teams and maximizing conversion from marketing engagement to advisor activation
• Develop deep partnerships and work collaboratively with sales, marketing, product strategy, strategic accounts and compliance colleagues

Requirements

• Current Location and ability to meet location requirements
• Work Authorization status
• Availability to Start / upcoming vacations
• Interview Method Used (video or in-person only) prefer over telephone interview
• Technical Vetting Summary (if applicable who conducted it, what was assessed)
• Relevant Experience Overview (brief explanation of why the candidate is a strong fit)
• Resume Gaps or Job-Hopping Explanation
• Note any employment gaps and provide explanation if available
• Call out any short stints, indicating whether the roles were contract or full time
• Motivation & Interest / Why the candidate is looking for a new opportunity
• Understanding of the diversity within IBD platforms and ability to tailor marketing strategies accordingly
• Outstanding project management and prioritization skills, with experience working on strategic and tactical marketing initiatives
• Comfortable working in a data-driven environment, utilizing analytics to inform creative decisions and ROI-driven marketing
• Resourceful and independent marketer who thrives on thinking critically, generating creative ideas, solving sophisticated problems and dealing with ambiguity
• Strong interpersonal skills with high emotional intelligence and a track record for building consensus, credibility and trust
• Intellectual curiosity with a dedication to professional development and staying on top of emerging trends and best practices
• 3+ years of relevant financial marketing experience, preferably with a focus on private wealth distribution, paid media campaigns, IBD firms, and private markets vehicles

Nice to Have

• Experience with private markets vehicles
• Experience working with digital and business stakeholders
• Experience in strategic account management

Qualifications

• 3+ years of relevant financial marketing experience

Benefits & Perks

• Health Benefits
• Referral Program
• Excellent growth and advancement opportunities