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Description:
Job Summary and Mission:
Senior Marketing Executive to lead team of marketing professionals in providing integrated marketing & communication solutions that drive Wealth Management business results for key stakeholders with leading
global financial services firm.
Key Responsibilities:
- Align and support business goals of financial advisors and internal business partners by developing strategically sound, result driven marketing strategies and tactics that fuel financial advisor productivity and business growth.
- Execute impactful and relevant client centric marketing programs that are informed by field and client insights obtained from market research, customer analytics, client segmentation and best practices.
- Lead field marketing team responsible for ensuring that senior field management and 8,000 + financial advisors have knowledge of available marketing strategies, tactics, best practices and tools to drive client acquisition, retention and cross-sell to high/ultra high net worth clients and prospects.
- Deliver unparalleled service to enrich financial advisor experience.
- Define and create tracking mechanisms to determine productivity, efficiency and success metrics for recommended programs.
- Forecast and manage budget across all initiatives.
Qualifications:
- Strong strategic marketing & relationship management skills.
- Performance driven with sharp analytical abilities to leverage field/client insights and competitive intelligence to inform relevant, impactful & innovative marketing solutions.
- Client-centric and highly responsive within dynamic fast paced environment.
- Innovative thinker to drive transformation from reactive marketing responders to valued, proactive marketing partners.
- Leads self & team with clear focus on service and business opportunity.
- Minimum 15 years of marketing experience.
- MBA preferred; Bachelor Degree required.
- Sophisticated understanding of financial services industry and brokerage business required.
- Financial services licenses (Series 7 and Series 24) preferred; willingness to obtain them if necessary.
Salary/Benefits: Salary commensurate with experience
UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.
Job Location: Weehawken, NJ
Job Number: 49314BR
Company URL: http://www.ubs.com /
Company Profile:
UBS is a client-driven global financial services firm. Our Wealth Management Americas business division offers sophisticated wealth management services and personalized advice to help our clients achieve their financial goals. UBS is one of the world's leading wealth management businesses, Switzerlands leading retail and commercial bank, and one of the largest private client businesses in the USA. By combining your talent with our strength, we can achieve great results.
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