Director Of Marketing
CurrentDirector of Marketing for the Southeast Complex which includes multiple offices in Florida, North and South Carolina, Georgia, Alabama, Tennessee, and Puerto Rico.• Partners with Enterprise Marketing team to create, collaborate and consult on marketing strategies designed to help advisors with client acquisition and retention• Works in partnership with Enterprise Marketing and Complex management team to develop a marketing plan that aligns Enterprise and Complex-led marketing programs to strategically support financial professionals for client retention and acquisition.• Responsible for creation and execution of Complex marketing communications plan that promotes marketing tools, resources, and content to advisors• Through a tiered support model, collaborate with advisors on the creation of their marketing plans• Serve as key contact for defining the value and strategic use of marketing tools and resources• Coordinates all Complex-level marketing events including tracking and follow up• Aligns with company branding and marketing initiatives and coordinates local opportunities.
