Director Of Marketing
Current- Director 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.
- 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