Manager, Advisor Marketing - Western Canada
Vancouver, British Columbia, Canada
Canada's leading independent investment management firm with ~$100 billion AUA globally.• Create and execute custom marketing plans for CG’s top wealth advisors to grow NNA and share-of-wallet (AUA ~$300 million - $2 billion)• Strategize and advise on enterprise digital initiatives: client portal, WealthIQ client quiz, CG Direct investing, Power BI advisor dashboard, Conquest financial planning• Enhance and build martech stack: Salesforce sales & marketing cloud, Typeform, Iconic, Bombbomb, Canva, Seismic, Asana, Vimeo, AI• Launched industry-leading advisor websites across Canada• Lead website strategy, new features and UX enhancements with an emphasis on lead generation• Rebranded to CG Wealth Management on a global scale with a team of 11 within one year from ideation• Execute high-luxury incentive trips for President & Chairman Advisors on-site (Tokyo, Lisbon, Miami, New Orleans)• Assisted with organization and execution of "National Business Conference", hosting all CG advisors from across Canada for a 3-day growth conference in Toronto• Report to COO and CXO