Marketing and Communications Analyst

Job Title:                             Marketing and Communications Analyst

FLSA Status:                       Non-Exempt

Hours:                                  Full-Time

 

Summary

The Marketing Analyst is a member of the Marketing and Brand Communications department responsible for developing, implementing, and supporting marketing, branding, and communications strategies and initiatives companywide. This Analyst position also includes duties associated with customer reception and administrative support for the corporate headquarters. This role offers a broad range of experiences and a robust opportunity to obtain hands-on experience in marketing and communications while learning about the wealth management and trust services industries. 

This position reports to the Director of Marketing and Brand Communications and is responsible for the support of Sales and Marketing initiatives as required.  This role also participates in the working relationship with the company’s marketing services provider.

 

Duties/ Responsibilities:

• Assist in the implementation of corporate brand strategies that align with company and business objectives.
• Support the functioning MarCom System by facilitating approvals for campaigns and content from Risk/Compliance and communicating the calendar and schedules.
• Manage and coordinate incoming leads off the website. Set up prospect calls and assist the Director of Marketing in executing the sales process.
• Maintain the calendar and coordinate the materials for internal bimonthly companywide meetings.
• Be part of the Marketing team advocating for a unified brand for the company; communicate that brand and help develop that culture.
• Help develop awareness and generate interest in support of sales and new business development goals in target markets (lead generation, materials development, communications, etc.) working closely with sales and relationship management to help achieve their goals.
• Track, report and analyze the performance of marketing activities internally (in conjunction with external partner). Lead in the development of reporting and dashboards.
• Support conference and sponsorship activities.
• Facilitate the capture of advisor, advisor’s client, and employee testimonials once identified.
• Provide support for the Brand Advantage Solution which may include dissemination of monthly newsletters.
• Be up to date with market trends and be able to complete some level of market research and data analysis.
• Assist with designing and developing improved client communications.
• Become proficient in the use of the CRM, Advisor Database, and marketing communication (Constant Contact) software applications. Assist with designing and developing improved client communications.
• Locate in the reception area in the office 5 days a week during business hours. Greet guests and service providers, accept packages, contact staff being requested in the lobby area etc.   
• Administer the use of marketing and communications software applications.
• Compliance with BSA/AML/OFAC-related laws and regulations as it applies within the scope of this position, including but not limited to, prompt completion of required BSA/AML/OFAC training.

This position will assist with office management duties which include office supplies, marketing materials, sales collateral, corporate sponsorships, and event planning.

 

Required Skills/ Abilities

• Bachelor or associate degree in related field such as Marketing or Business preferred
• Proficiency in MS Office
• Strong organizational, written and oral communication skills
• Analytical skills and marketing research capabilities
• Proven ability to handle concurrent projects an initiatives
• LinkedIn and social media platform experience
• Team player who enjoys a variety of duties and experiences

 

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at a time.
  

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)