Marketing Manager – Wealth Advisor Marketing

• Develop and manage advisor-facing marketing materials, sales tools, and client engagement resources
• Lead projects from concept through execution, including ideation, content development, creative review, compliance approval, production, and distribution
• Coordinate with internal creative teams and external agencies to develop marketing assets aligned with brand standards and business goals
• Manage governance and compliance review processes
• Publish and maintain tool content on internal platforms
• Develop communication strategies to promote advisor tools, resources, and marketing initiatives
• Monitor project timelines, manage competing priorities, and remove obstacles
• Analyze program effectiveness and recommend continuous improvements
• Serve as a trusted marketing consultant to business partners
• Leverage AI-enabled tools, including Microsoft Copilot, to improve content development, productivity, and marketing effectiveness

• 3-5 years of experience in marketing, advertising, communications, sales enablement, or related disciplines
• Strong project management skills with the ability to manage multiple initiatives simultaneously
• Exceptional written, verbal, and presentation communication skills
• Demonstrated ability to work effectively with cross-functional teams and senior stakeholders
• Strong problem-solving skills with a proactive, solutions-oriented mindset
• Excellent organizational skills and meticulous attention to detail
• Proficiency in Microsoft PowerPoint, Word, Excel, and Teams
• Financial services, wealth management, private banking, or investment management marketing experience
• Experience developing advisor tools, sales enablement materials, or client-facing marketing content
• Experience using Microsoft Copilot and other AI-assisted productivity tools
• Experience using PowerPoint, Excel, SharePoint and Camtasia
• Ability to analyze performance metrics and translate insights into actionable recommendations
• Minimum Education Requirement:
  High School Diploma / GED / Secondary School or equivalent

Demonstrates expertise in developing and managing marketing materials and sales tools, with a strong focus on project management and communication strategies. Proficient in leveraging AI-enabled tools to enhance content development and marketing effectiveness within the financial services sector.

• Project Management
• Marketing Strategy Development
• Microsoft PowerPoint Proficiency
• AI-Enabled Tools Utilization
• Financial Services Marketing Experience

• Content Development
• Sales Enablement
• Performance Metrics Analysis
• Compliance Management
• Creative Review Process

• Exceptional Communication Skills
• Problem-Solving Skills
• Organizational Skills
• Attention to Detail
• Cross-Functional Collaboration

• Financial Services
• Wealth Management
• Private Banking
• Investment Management
• Client Engagement

• Microsoft Copilot
• Microsoft Teams
• Microsoft Excel
• Microsoft Word
• Camtasia
• Share Point