Wealth Management Marketing Manager

November 9

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The Motley Fool

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investor advice • stock market news • premium subscriptions • stock rating service • marketing

501 - 1000 employees

Founded 1993

💸 Finance

📱 Media

📚 Education

💰 $25M Private Equity Round on 2009-11

Description

• Managing the marketing efforts to convert the lead database and website traffic into high quality appointments for the wealth advisor team and provide marketing materials and support to the wealth advisors throughout the sales process. • Collaborate on the prospect journey and lead experience, building, testing, and optimizing the marketing funnel. • Create a comprehensive annual marketing plan focused on the key growth drivers of the business. • Responsible for creating marketing emails (both manual and automated workflows), managing templates, loading content, conducting QC, managing lists and segmentation, and managing record-keeping and approval process. • Collaborate with the Marketing team’s fellow Marketing Managers, Designers, Copywriters, and Managing Editor to identify points of synergy across the various marketing efforts and to coordinate the work plan across a shared team. • Collaborate with the wealth advisors and client experience team to understand their needs for marketing materials and sales collateral. • Create campaigns, offers, and calls to action that are compelling to the retail investor and our target market. • Own the website marketing strategy to optimize the calls to action across our target audiences. Proficient in Google Analytics and an understanding of data visualization software (Tableau is a plus!). • Own our presence across our Fool Wealth social media pages, in concert with the marketing and editorial plans. Responsible for creating, posting, and record-keeping. • Maintain a "test and learn" approach - continuously analyzing campaign performance data, sharing meaningful sales and marketing insights, and incorporating findings into future campaign iterations. • Track, analyze and provide ongoing reporting on campaign efforts, KPIs, and progress towards growth goals. • Responsible for all legal, compliance and records-retention processes.

Requirements

• 3-5 years marketing experience in the wealth management industry, ideally for a RIA or broker-dealer. • Experience with marketing management and email automation systems (Hubspot experience moves you to the front of the line!) • Proven track record of successful online marketing campaigns and organic social media – owning campaign performance and adjusting tactics to meet objectives and budgets. • Excellent analytical and quantitative skills, a passion for metrics and quantitative analysis, ability to turn analysis into actionable programs, and ability to use data to optimize day-to-day performance. • Outstanding project management and prioritization skills. • Builds positive relationships and collaborates across internal and external partners and teams. • Must be a strong communicator able to effectively communicate results, test ideas, and ROI to all stakeholders.

Benefits

• Flexible, remote work environment (*see our open states above) • No “vacation policy” (not to be confused with a “No vacation” policy) • Generous fully-paid parental leave • $1,000 annually to invest in stocks of your choice • Super low premiums for medical, dental, and vision coverage • Comprehensive compensation package, including company equity