Overview
Product Marketing Specialist/Wealth Mgmnt Jobs in San Diego, California, USA at Cetera Financial Group
Position: Product Marketing Specialist (Wealth Mgmnt)
Cetera Financial Group (CFG) is seeking a Product Marketing Specialist (Wealth Management) who will be responsible for executing marketing tactics to our captive financial professional audience to drive revenue growth and adoption of Cetera’s wealth management solutions. This role will work closely with the Director, Product Marketing to align marketing efforts to objectives set by leaders of the Advisory Experience and Growth teams to help execute plans and tactics for the business outcomes to be achieved.
What you will **
Work with the Director, Product Marketing to execute strategic B2B marketing plans and campaigns aligned with the goals of our Wealth Management initiatives, focusing primarily on advisory mix shift growth.
Help develop and maintain relationships with third parties for copywriting, design, and strategy execution.
Support the development and accentuation of unique value propositions while incorporating brand and marketing messages appropriately to drive outsized growth.
Represent the viewpoints of the Wealth Management leadership team, financial advisor, and end client throughout the content creation and strategic planning process with internal partners.
Continually assess the marketing needs of specific Wealth Management business lines, tracking and measuring the effectiveness of implemented marketing plans and campaigns, adjusting as needed to maximize engagement and adoption.
Develop, review, and revise content and messaging to help with targeted sales and education efforts.
Other duties as defined.
What you need to *
Minimum of 3 years of experience in marketing roles. Financial services experience is a plus.
3-5+ years of experience in marketing experience.
Exceptional written and verbal communication skills, including knowledge of AP Style.
Strong proficiency in a variety of computer applications such as Word, Excel, PowerPoint, and Outlook.
What is nice to *
Direct experience in B2B wealth management marketing, preferably with an emphasis on advisory business models and asset mix conversion.
Familiarity with content management systems, analytics tracking, client relationship management tools, and social media and email marketing platforms. Proficiency in Marketo is a plus.
Experience with qualitative and quantitative research methodology.
Travel *
* Up to 20%.
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Title: Product Marketing Specialist/Wealth Mgmnt
Company: Cetera Financial Group
Location: San Diego, California, USA
Category: Marketing / Advertising / PR (Marketing Manager, Digital Marketing, Marketing Strategy)
