Senior Advisor Marketing Specialist at Cetera Financial Group
San Diego, California, USA -
Full Time


Start Date

Immediate

Expiry Date

01 Jul, 25

Salary

80000.0

Posted On

01 Apr, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Pet Insurance, Access, Adoption

Industry

Marketing/Advertising/Sales

Description

Cetera Financial Group (CFG) is currently seeking a Senior Advisor Marketing Specialist to execute and manage 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.

Responsibilities

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 level, and the Branches & Institutions Channel.
  • Assist in managing 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 marketing team to evolve program, development of advisor-facing collateral and support compliance approval process.
  • Work closely with cross-functional teams, assigned business owners and other functions across the enterprise, as needed, or requested by Marketing Director.
  • 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.
  • Create cross-channel content specific to the Branches & Institutions channel to help drive strategic priorities.
  • 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.

ADDITIONAL DUTIES & RESPONSIBILITIES:

  • Support and collaboration across the marketing team to carry out corporate marketing strategy and plan, and deliver on time and on budget.
  • Assist in rollout, transition, or migration to new tech solutions, specifically to help with same store sales growth.
  • 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.

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:

  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more
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