Marketing Strategist

Job Summary

To support the sales and customer care teams, the full-time remote Marketing Strategist will execute B2B marketing campaigns, manage processes, and collaborate with marketing segment leads to enhance the advisor and client experience.

Key responsibilities

• Assist in executing B2B marketing campaigns aligned with strategic priorities
• Partner with segment marketers to support program delivery and day-to-day marketing needs
• Manage the Continuing Education program and oversee the firm collateral approval process

Required qualifications

• Bachelor's degree
• 4+ years of related work experience in building strategic marketing programs
• Basic to intermediate knowledge of modern marketing strategies
• Experience partnering with or supporting a sales organization
• Ability to translate data analytics into actionable results