Marketing Account Executive
Experience in Wealth Management/ Mutual Funds
Series 6 or Series 7 license preferred
Coordinates advertising and customer communications functions for designated business partners, serving as single point of contact for all marketing communications
QUALIFICATIONS:
· Bachelor’s degree preferably in marketing, advertising, or communications.
· 10 years work years experience in related field.
· 10 years of agency experience in client services independently managing client work.
· Heavy emphasis on initiative and sound professional judgment.
· Decision-making ability.
Flexibility, organizational and planning talents, interpersonal skills, team leadership and strategic vision
SPECIFIC DUTIES/ACCOUNTABILITIES:
There are five key priorities across the marketing team. All specific duties and accountabilities are consistent with these priorities:
1. Provide understanding of our customers, market and competitors
2. Help acquire new households and businesses
3. Improve retention and deepen relationships
4. Help enhance the customer experience
5. Improve marketing knowledge and expertise with the Corporate Marketing department
· Works closely with client services and creative teams to develop campaign or program concepts.
· Frequent interaction and coordination with advertising design and production personnel.
· Responsible for initiating, planning and scheduling internet, print, direct marketing, collateral and broadcast communications programs through the team.
· Coordinates development of effective advertising materials that meet and exceed clients’ marketing objectives within designated budgets.
· Works with the media department to help formulate media plans and develop and recommend creative platforms and design elements that will comprise a project.