Head of Advisor Content

July 23

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Snappy Kraken

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Un-Canned Financial Adviser Marketing, Effortlessly Automated

Automated Marketing for Financial Advisors • Automated Business Processes • Prebuilt Marketing Campaigns

51 - 200

💰 $6M Series A on 2021-04

Description

• Ensure high-quality, high-performing content is created and published for use by Snappy Kraken’s financial advisor clients • Manage the editorial calendar by setting themes, dates, and topics for campaigns, and ensure alignment with the creative direction and compliance requirements • Manage compliance processes and workflows and collaborate with any third-party compliance experts to ensure the content is usable • Manage internal and third-party content creators to produce high-performing content across product offering • Maintain quality and consistency by ensuring the style guide is followed • Regularly review and extract insights from available data to improve content adoption and performance • Comprehend our company's product feature set and vision to enhance the value of content for our advisors and stakeholders • Create and collaborate with our client stakeholder group to understand financial advisor wants and needs so they influence the content we create • Stay informed about the financial services industry, current events, and trends to deliver relevant and compelling content • Work closely with Client Experience, Sales, Marketing, and Product teams to optimize client adoption and satisfaction • Review and address annotations related to content and design drafting and testing • Audit and maintain our campaign catalog in line with the company vision and content strategy • Ensure Product Marketing Documentation is properly communicated and executed upon by Content teams • Write campaign briefs that outlines the theme, audience, objective, and individual parts of a campaign • Review design and copy drafts that are submitted to you and making annotations on how it can be improved • Conduct final reviews on a document or design file that has been annotated by proofreaders, marketers, or compliance reviewers • Test campaigns once added to the platform • Review and approve invoices submitted by freelancers and keeping track of monthly expenditures on content • Resolve or research questions our internal team or advisors have • Decide which campaigns or individual pieces of content should be updated or removed from our platform • Work with compliance officers to update an out-of-date campaign

Requirements

• 5+ years of experience on an in-house marketing, creative, or content team in a financial advisory firm or at a financial marketing agency • 3+ years of management experience with the proven ability to lead and mentor teammates to become their best selves • A proven portfolio of work featuring thoughtful marketing and success stories • Experience with creating and executing end-to-end marketing campaigns across multiple channels like email, landing pages, social media, blog posts, text messaging, etc. • A deep understanding of financial advisor practices, pain points, and marketing • Self-starter mentality, but ability to be a collaborative team player who allows others to level up their skills • Superior analytical skills and particular attention to detail with good business judgment and outstanding presentation, communication, and interpersonal skills • Proper remote working environment with stable high-speed internet, electricity, and appropriate working space • Strong asynchronous communication ability • Tech-Savvy and highly comfortable producing in a virtual environment working with remote communication software

Benefits

• Work Remotely • Flexible Time Off covers vacation, personal, and sick days • Development Fund to help you grow • Medical Insurance Options • Parental/Maternity Leave • Growth opportunities