What are the responsibilities and job description for the Marketing Director position at Invita Financial?
Are You Ready to Lead Marketing Innovation in Financial Services?
At Invita Financial & Brett & Ethan, we're transforming from a lead-generation firm to a dynamic, relationship-driven powerhouse. We're seeking a Marketing Director to be the strategic force behind this shift—someone who thrives on driving growth, engaging advisors, and redefining business production in the financial marketing landscape.
What You'll Do :
- Develop & Execute Strategy : Craft and implement bold marketing strategies focused on growth, advisor engagement, and increased business production.
- Lead Advisor Engagement : Strengthen relationships, encourage contract consolidation, and create strategies that keep advisors engaged and motivated.
- Optimize Sales Processes : Reshape our sales and advisor engagement processes to be proactive, structured, and results-oriented.
- Drive Cultural Shift : Transition our team from a reactive service-based culture to a growth-driven, business-generation model.
- Innovate Marketing Initiatives : Design and oversee marketing campaigns, materials, and communication strategies that align with evolving business goals.
- Collaborate Cross-Functionally : Partner with internal teams to support advisor events, business development activities, and strategic growth initiatives.
- Analyze & Improve : Monitor key performance metrics, refine strategies, and optimize marketing efforts to drive measurable results.
What You Bring :
Education & Experience :
Skills & Expertise :
Why This Role?
Location Requirement :
This is a full-time, in-office role based in Sandy, Utah. We're looking for a proactive leader who thrives in a collaborative, fast-paced environment.
Ready to Drive Growth and Transformation?
Apply now to join Invita Financial & Brett & Ethan and lead the charge in redefining financial marketing.
