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Director of Marketing and Client Experience

4 months ago

Huntsville, United States HighTower Advisors Full time

Twickenham Advisors operates as a business unit within Hightower Advisors, a leading advisor- owned financial services company. This team provides financial services primarily to high-net-worth individuals and families, including financial planning, investment strategy and implementation. We are deeply dedicated to our clients and are trusted partners with the individuals, families, and businesses we serve while providing financial advice and investment guidance as true fiduciaries.

Director of Marketing & Client Experience: We are seeking a highly motivated, tactical, and strategic thinker and planner to join our team. You will be instrumental in driving the firm's marketing initiatives and enhancing client engagement through impactful events and experiences. You are a resourceful creative thinker with a passion for marketing, event planning, and client relationship management driving new business development. You will report to the Managing Director. Managerial responsibilities #LI-Onsite

What You'll Do:

  • Manage our digital presence across different channels, including website, social media, and email marketing to maintain a consistent brand image, enhance brand visibility, and promote client engagement
  • Assist the Advisors/Partners and CEO in developing and executing an annual marketing plan
  • Lead the planning and coordination of multiple client events designed to educate, entertain, and engage our clients
  • Maintain weekly Market Update and monthly Twickenham Times Newsletter
  • Create, schedule, and implement social media posts
  • Collaborate with Advisors/Partner and other team members to ensure understanding of marketing efforts with business objectives and client needs.
  • Cultivate and maintain strong relationships with clients through personalized communication, feedback mechanisms, surveys and tailored client experiences
  • Help manage internal and external resources, including venues and all event vendors needed for successful event execution
  • Oversee the development of all marketing collateral, including event invitations, presentations, and promotional materials
  • Identify and follow through on Advisor and Firm industry recognition opportunities (e.g., Barron's, Forbes, Advisors to Watch, etc.)
  • Aid in our organization of client data for marketing campaigns
  • Manage corporate sponsorships and partnerships, identifying strategic opportunities to enhance brand visibility, community engagement, and client acquisition efforts through collaboration with external organizations and events.
  • Coordinate client gifting initiatives, ensuring thoughtful gifts are delivered to enhance client relationships
  • Work a flexible schedule to meet client and event demands
  • Directly manage of all internal and external communications
  • Manage employee anniversary and birthday celebrations, ensuring a positive and inclusive work culture that values and recognizes team members' contributions.

What You'll Bring:

  • Bachelor's degree in marketing, business, or other related fields
  • 5+ years relevant experience in marketing, event planning, or service-related roles with increasing levels of responsibility
  • Proficiency in digital marketing tools and platforms, including website management, social media, and email marketing
  • Ability to adapt to changing priorities and business needs
  • Enthusiastic and passionate about improving client experience and engagement
  • Strong leadership skills with the ability to motivate and inspire cross-functional teams to achieve common goals
  • Ambitious and proactive with a calm response to pressure
  • Strong project management and multi-tasking skills
  • Able to work efficiently independently and as a core part of a team
  • Excellent communication and interpersonal skills with a high level of professionalism
  • Salesforce, Clout and Wordpress experience is a plus
  • Proficiency in Microsoft Office

What We Offer:

  • Medical, Dental, and Vision Insurance
  • 401k Matching Plan
  • Paid Parental Leave
  • Flexible PTO Plan

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.