Marketing Specialist

Overview

The Marketing Specialist will help manage the day-to-day strategic marketing initiatives of the local Network Office (NO) and select financial advisors within the Milwaukee market.

Support Marketing leadership in the development and execution of all firm-wide internal and external marketing events, supports select financial advisors while serving as a consistent partner to the Northwestern Mutual corporate offices. Help the NO drive financial advisor productivity, revenue and market presence through implementation of marketing strategies, tactics, and Northwestern Mutual brand expansion efforts.

This individual should thrive in an environment that promotes direct engagement with colleagues, embraces a recruiting-minded culture and excels in providing premium services that cannot be found outside of Northwestern Mutual.

For the Network Office

• Lead tactical execution of Marketing Plan
• Operate within guidelines of Marketing Budget
• Plan and execute small to large scale marketing events
• Execute procedural tracking and measuring of marketing program’s impact and overall ROI
• Identify and lead marketing education and training (workshops and webinars) to select financial advisors, their marketing team and the network office
• Support execution of internal brand-building events
• Provide support for local public relations, advertising and philanthropic efforts
• Lead tactical execution of strategic client and prospect engagement activities
• Manage activities within individual advisor/practice marketing budget
• Assist in leading regularly scheduled marketing consultations to help drive marketing plans, client segmentation and overall marketing integration

• 2-5 years marketing and event experience
• Bachelor’s degree in marketing or communications preferred
• Comfortable leading teams and individuals toward goals, utilizing interpersonal and problem-solving skills
• Excellent analytical, written and oral communication skills
• Ability to multitask, prioritize and take independent action to make sound decisions with minimal oversight
• Ability to work effectively with people at all levels; maintain confidentiality
• Proficiency in Microsoft Office and social media technologies (e.g., Linked In, Facebook and Twitter)
• Previous experience in financial services a plus
• Occasional night/weekend projects as determined by event schedule