We are looking for an experienced Marketing Strategist (MS) to support designing, planning and executing advisor marketing strategies, as well as working with the regional lead to build multi-channel marketing initiatives in the New York tri-state area. This position is heavily grounded in experiential marketing expertise and it is imperative that candidates have worked within financial services, professional services and/or luxury. You will embody three core attributes – cultural understanding (have your finger on the pulse of the New York Market), creativity (you can build off themes and are constantly adding to the idea bank), customer/client understanding (you seek to understand perspectives, thrive on research and know how to deliver client care).

Responsibilities

• Form deep partnerships with advisors and create multichannel marketing strategies aligned with advisors' business targets and priority demographics
• Act as a collaborative brand builder, owning strategy development within financial services across B2C and B2B individuals and regional projects
• Be a knowledge champion of customers, culture, and competition, helping our teams better understand our clients' landscape
• Oversee execution of FA strategies, understanding the needs and wants of their target audiences
• Partner with Events Agency (IPE) and advisor's client servicing team on execution of events and activities
• Be accountable for all budget management related to advisor marketing strategies within defined cohort
• Demonstrate the benefit of crafting an integrated communications plan (inclusive of events, direct response (email), social media & network/influence communities), connecting them with training and resources as appropriate
• Identify and evaluate opportunities for innovation by leveraging existing technology, driving process improvement, and staying current on industry trends and best practices
• Partner with Advisor Brand & Development lead and training team for advisors currently in training programs to ensure alignment of training, partnership, and priorities and support ongoing internal training for advisors as needed:
• Efficiency/best practice workshops (in partnership with Marketing Technology/Data colleagues)
• Marketing toolkit implementation workshops (in partnership with Marketing Strategy, Creative, Social Media, Comms & Partnerships, etc.)
• Work with advisors on goal setting, KPIs reporting on the effectiveness of all activities, inclusive of budget management as needed. Collaborate with Data team to make the best data-driven decisions for the future.
• Manage the general administration of internal/external mailings, invitations, and other communications
• Manage and develop one direct report

Requirements

• Ability to collaborate, build relationships and influence at all levels of the organization
• Possess strong analytical skills and the ability to think strategically; proficiency in Excel and PowerPoint is strongly preferred
• 7+ years previous experience in a marketing/events role
• Have very strong written and verbal communication skills
• Demonstrate an ability to prioritize and execute on multiple tasks and projects in a dynamic environment
• Pay strong attention to detail and organizational skills
• Some regional travel will be required
• Salesforce and Pardot knowledge are a plus