Marketing Account Manager
Current- Manage advisor relationships by working directly, professionally, and collaboratively with Clients, internal teams (sales, digital, creative, etc.), and other cross-functional teams as required to meet client needs.- Strategically coordinate with clients and marketing team to create strategic marketing plans; hold clients accountable for sticking to plans and hitting goals.- Ensure completion of digital marketing initiatives including online lead generation campaigns, social media… Show more - Manage advisor relationships by working directly, professionally, and collaboratively with Clients, internal teams (sales, digital, creative, etc.), and other cross-functional teams as required to meet client needs.- Strategically coordinate with clients and marketing team to create strategic marketing plans; hold clients accountable for sticking to plans and hitting goals.- Ensure completion of digital marketing initiatives including online lead generation campaigns, social media, email nurture, content marketing, video marketing, SEO, website development, etc.- Drive results with traditional marketing initiatives including logos, identity branding packages, direct mail, radio, TV, brochures or fliers.- Follow up with advisors to ensure satisfaction after project implementation and provide reporting metrics of projects and marketing campaigns.- Input project data into project management software system (Asana)- Work with compliance and legal department as necessary- Maintain appropriate file documentation based on set guidelines. - Prepare status reports on a weekly basis.- Attend meetings with internal clients and external clients. - Help with outsourcing of print projects. Show less
