Marketing Program Coordinator Ii
Current• Manages lead systems and marketing programs that enable the advisors in the field to prospect and generate client leads• Maintains relationships with program vendors• Performs market research to understand available lead and marketing programs and vendors, and fosters new vendor partnerships based on research• Trains internal and external staff and partners on marketing programs• Regularly reports program effectiveness to management• Works closely with the field, including branch offices, and/or acquisition partners on various marketing efforts, including detailed marketing plans, needs assessments, email marketing, direct mail campaigns, social media strategy and advertising, video production and promotion, paid advertising, community outreach, etc. • Coordinates the creation of educational materials, training and communication plans on available marketing tools and resources, to be shared among the field, acquisition partners and internal stakeholders• Works with management to understand marketing initiatives, craft and implement project plans, and execute to completion• Manages internal and external marketing communications• Creates and manages internal and external sales, marketing and brand collateral• Accountable for processes and procedures related to marketing, including compliance approvals, working with other departments, invoices and expense management and maintaining project road map• Works collaboratively with fellow staff to advance the values and mission of Senior Market Sales by serving on relevant internal and external committees• Assists with special projects/assignments as requested by members of management