Advisor Marketing Specialist

Job Description

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 :

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.

LI-DNI

About Us

What we give you in return :

Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including :

About Cetera Financial Group :

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and / or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and / or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and / or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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