Senior Practice Marketing Associate

About the Role

Key Responsibilities

• Assists with the execution of client focused marketing strategies, maintaining and expanding referral sources including the coordination of target marketing campaigns.
• Assists in the design and management of the social media and internal marketing platforms for the practice.
• Research marketing/prospect opportunities to include business/professional associations, community organizations, speaking engagements, seminars and articles submission for publication.
• Acts as a liaison for all projects with the Marketing and Compliance Departments to develop marketing concepts that align with business strategy and brand positioning.
• Designs, customize and distributes marketing materials, on-going client communication, event invitations, marketing/communication campaigns, pitchbooks and newsletters.
• Coordinates and executes client/prospecting events, seminars and large scale community events for the practice including planning, scheduling, speaker selection through vendor relationships, room set-up, menu, A/V requirements, giveaways and marketing initiatives.
• Maintains client relationship management system prospective client information gathered from events, referrals and internal marketing platforms.
• Coordinates efforts to gather data and assist Financial Advisors in preparing responses to requests for client proposals.
• Assists Financial Advisors with on-site presentations to clients and prospects.
• Calls and/or sends prospective and existing clients introductory letters offering services or inviting them to presentations.
• If Series 7 licensed: Assist with preparation of presentations and portfolio analyses for High Net Worth and institutional clients, and may assist with client prospecting.
• Performs other duties and responsibilities as assigned.

Requirements

• Knowledge of company's working structure, policies, mission, strategies and compliance guidelines.
• Advanced investment concepts, practices and procedures used in the securities industry.
• Client relations management tools.
• Financial services news and data resources.
• Principles and practices of marketing and client relations management tools.
• General website design and management of various social media platforms.
• Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communications, spreadsheets, and databases.
• Gather, compile and update information and maintain client relations management tool.
• Prepare and deliver clear, effective and professional presentations.
• Identify the needs of customers through effective questioning and listening techniques.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Continuously learn investment products.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, within all organizational levels.
• Keep all appropriate parties up-to-date on decisions, changes and other relevant information.
• Establish and maintain effective working relationships with others.
• Provide high level of customer service.
• Self-motivated and able to work independently as well as within a dynamic team environment.
• Associates degree and a minimum of two years marketing experience in a financial services environment or related work experience preferred, or any equivalent combination of experience, education, and/or training.
• FINRA Series 7 preferred.
• SIE required provided that an exemption or grandfathering cannot be applied.
• High School diploma (Required).
• General work experience of 4 to 6 months.

Nice to Have

• FINRA Series 7 license.
• Experience with social media management and marketing platforms.
• Experience in financial services marketing.

Qualifications

• High School diploma (Required).
• Associates degree and a minimum of two years marketing experience in a financial services environment or related work experience preferred, or any equivalent combination of experience, education, and/or training.