Overview
Wealth Management Advisor (Training and CFP Track) Jobs in Waltham, MA at pontemla.com
Digital Strategy Specialists strategically plan and oversee the execution of paid search, Display, streaming, and paid social media campaigns while acting as direct liaisons to clients. In addition, they work with the internal Digital team and are responsible for proposal development and media plan creation while providing regular reporting and analysis of campaign performance.
Responsibilities:
Campaign Strategic Oversight
Oversee the execution of clients’ campaigns, ensuring goals are being met by working closely with platform specialists to continually optimize campaigns
Architect digital strategies and tactical plans driven by clients’ marketing goals and objectives
Prepare strategic, multichannel media plans/budgets for existing and potential new clients
Proposal Development
Build proposals and digital media plans for both new and existing business, driven by our clients’ business marketing objectives and goals, and a strong understanding of the interplay of tactics across digital marketing channels to develop effective and strategic marketing solutions
Utilize clients’ historical data and benchmarks to inform proposals, identifying areas for adjusting the strategic approach and capitalizing on past success
Collaborate with the client-facing teams (Account Management & Business Development) to understand client needs, objectives, and goals, identifying areas of opportunity for growth and expansion of digital marketing strategy
Join sales and/or client calls as needed to provide digital expertise and insight into proposed strategy mix and anticipated KPIs and metrics for success
Reporting and Analysis
Deliver in-depth monthly and ad hoc reporting and analysis for clients using Google Analytics, Google Looker Studio, and platform reporting tools
Analyze data in aggregate, identifying short- and long-term trends and making thoughtful recommendations accordingly
Client Interaction
Foster client-agency relationships through monthly strategy calls, acting as an expert partner for clients and advising on best practices
Internal Team
Keep up-to-date on digital landscape trends, emerging platforms, and industry news
Show thought leadership through contributions to team meetings, bringing forward ideas about process improvements, strategic testing, and ways to increase client satisfaction/campaign success
Qualifications:
Excellent attention to detail and ability to effectively multitask in a deadline-driven atmosphere
Clear oral and written communication skills, both internally and externally
Complete comfort speaking and presenting to clients regularly on campaign performance via Zoom
Experience with Asana or other project management software tools a plus
Demonstrated problem-solving skills and utilization of resources to work independently and troubleshoot arising issues before escalating to senior team members
Effective communication and time management skills for a remote work environment as well as the ability to use/learn multiple technology platforms and switch between them on a regular basis
Must be able to work at a computer for prolonged periods
Experience
Bachelor’s degree required; Marketing/Advertising major or concentration preferred
1–2 years of experience with digital media planning and/or execution of digital marketing campaigns
Experience analyzing and reporting on data trends with full understanding of digital marketing KPIs and success metrics
Experience using and analyzing data visualization tools such as Google Looker Studio and Google Analytics
Working knowledge of or direct experience with Google Ads, Facebook Ads Manager, LinkedIn Campaign Manager, and Google Display & Video 360 or other DSP required
Google Ads and/or Google Analytics certifications a plus
You Should Join Us!
We’re a fast-growing and innovative company, set apart by our incredible people. We’re a supportive, fun-loving group with diverse interests and talents. In addition to getting to work with fantastic people and do work you love, here are some items you can list in your “pros” column:
Private health/dental/vision
401(k) with company match
Generous holiday and PTO package
Flexible work environment (remote, in-office, and hybrid roles)
Half-day summer Fridays
Fun company events and laid-back culture
Opportunities for advancement
Industry exposure and professional development
Growing company with a family feel
Entrepreneurial approach and spirit
About Carnegie
For more than 30 years, Carnegie has been a leader and innovator in higher education marketing and enrollment strategy, offering groundbreaking services in the areas of Research, Strategy, Digital Marketing, Lead Generation, Slate Optimization, Student Search, Website Development, and Creative that generate authentic connections.
Learn more about who we are, what we do, and what we care about.
No phone calls or unscheduled visits to the office, please. Carnegie is an equal-opportunity employer.
Title: Wealth Management Advisor (Training and CFP Track)
Company: pontemla.com
Location: Waltham, MA
