Strategist, Financial Advisor Client Marketing

About this job

• Create and lead integrated marketing campaigns that support revenue and business goals for the financial advisor channels, ensuring alignment with business and sales priorities. • Writes campaign briefs and manages development of campaign tactics across paid and owned media promotion to support campaign awareness, consideration and lead generation goals, optimizing based on results. • Translate client and market insights/needs into actionable strategies across multi-channel platforms, using data/feedback to tailor messaging and prioritize outreach. • Partner with the content team to execute thought leadership strategy in close collaboration with sales, product and investment stakeholders, ensuring all messaging supports advisor engagement and business development goals • Maintain sales…

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Most-requested skills in the United States

Based on 710 United States vacancies that list requirements, these are the skills employers ask for most often.

• Forecasting59% of postings
• Excel55% of postings
• Budgeting45% of postings
• Financial Modeling36% of postings
• SAP17% of postings
• Treasury12% of postings
• Power BI12% of postings
• M&A7% of postings

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