Advisor Marketing Specialist

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking an Advisor Marketing Specialist to execute data-driven strategic marketing programs to ensure profitability and growth across the enterprise. This role will be responsible for building and enhancing programs, tools, and resources to generate leads, improve client experience, and increase retention.

What you will do:

• Support the Marketing Director in establishing and evaluating the advisor growth marketing strategy and plan, program execution, measuring performance, and iterating programs, as necessary, to meet growth goals for both enterprise and advisor business.
• Assist in managing GrowthLine or GrowthLine program projects, as identified by the Marketing Director, from end-to-end facilitation and consultative approach, working alongside key agency partners to execute.
• Communicate objectives and timelines to cross-functional teams, business stakeholders, etc., while providing instructions for promotion or use.
• Understand digital marketing best practices, utilize these in day-to-day program management, and bring new solutions and ideas to the team.
• Lead consultation reviews of digital presence audits to provide guidance on recommended action items across SEO, website, and social media, as well as overall marketing strategy.
• Build creative briefs and articulate deliverables to ensure they deliver against defined marketing strategies and plans. Provide timely, thoughtful, and actionable feedback that inspires great work.
• Work hand in hand with marketing peers, your leader, and business stakeholders to ensure all projects are delivering on strategy and executed flawlessly.
• For various marketing lead gen programs, work with the marketing team to evolve the program, develop advisor-facing collateral, and support the compliance approval process.
• Manage and/or liaise with key agencies, as needed, or requested.
• Prepare and deliver presentations, trainings, and platform demos to various audiences, as needed.
• Support content uploads into MarketingCentral platform and auditing as necessary to ensure an optimized experience for all users.
• Independently prioritize and accomplish multiple tasks in accordance with business needs to ensure timely execution.
• Lead ad hoc projects and initiatives that bring about change or improve the business, as requested.
• Support and collaborate across marketing team to carry out corporate marketing strategy and plan, and deliver on time and on budget.
• Rollout, transition, or migration to new tech solutions.
• Become a power user in Cetera tools and tech, including Growth360 platform, Salesforce, MarketingCentral, and others. Bring new tools and suggestions to improve efficiencies.
• Ensure accurate understanding of advisor and client needs. Seek feedback to identify improvement opportunities. Ensure follow-up to confirm problems are solved. Continually search for ways to improve customer service (including the removal of barriers and providing solutions).
• Provide ongoing and ad hoc reporting on program and campaign performance, as needed.
• Stay up to date on the latest best practices in direct and digital marketing capabilities, campaign management, consumer behavior, etc.
• Other duties and responsibilities may be added, deleted, or changed at any time at the discretion of management, formally or informally, either verbally or in writing.

What you will have:

• A four-year college degree in Marketing and/or Business or the equivalent combination of education and 2 years of experience required.
• An understanding of 1:1 and broad digital marketing tactics, tools, channels, and processes.
• Understanding of digital landscape and best practices, including email, social media, SEO, and website.
• Proven ability to multi-task while maintaining a high attention to detail and quality of work.
• Follow through on commitments, meeting and exceeding targets and deadlines.
• Comfortable presenting to groups and providing customer service and/or consultations in a one-on-one environment.
• Attention to detail, fast learner, collaborative team player with a bias to action.
• Self-motivated and self-directed with good time management skills.
• Must be flexible with ability to quickly adapt to shifting priorities or project scope.
• Self-starter, energetic, positive.

What is nice to have:

Experience in digital marketing, campaign performance, presentations/training, and proficiency in Excel and PowerPoint. Knowledge of wealth management, retirement services, and private client (broker-dealer) business is a plus.

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