Senior Marketing Strategist

2 weeks ago

Raleigh, North Carolina, United States Transcend Practice Management Full time
Position Overview

Role: Marketing Manager

Compensation: $75,000 - $90,000

Employment Type: Full-time, In-office

At Transcend Practice Management, we pride ourselves on being a forward-thinking private wealth management firm. We are currently in search of a seasoned Marketing Manager who will play a pivotal role in shaping our marketing strategies and enhancing our client engagement.

Our firm is rapidly evolving, continuously seeking innovative methods to better serve our clients and advisors. We foster an entrepreneurial environment that values collaboration, empowers our team members, and prioritizes client satisfaction.

As a close-knit team, we uphold core values that guide our daily operations: a commitment to client-centric service, integrity, authenticity, humility, and a spirit of abundance. We are dedicated to providing exceptional experiences for our clients, ensuring they feel valued and supported.

We are eager to welcome a new Marketing Manager who embodies the following attributes:

  • Exceptional interpersonal and relationship-building capabilities
  • Strong communication and leadership skills with the ability to inspire others
  • Proficient in project management and process enhancement
  • Decisive and adaptable to change
  • Highly organized with a keen attention to detail
  • Innovative and analytical mindset
  • Results-oriented with a focus on achieving outcomes in a dynamic environment
  • Proactive in anticipating the needs of others
  • Open to feedback and adept at problem-solving
  • Dedicated to surpassing client expectations
  • Excellent listening skills
  • Long-term commitment to team contributions
  • Receptive to constructive criticism
  • Transparent and supportive towards colleagues

In the role of Marketing Manager, your responsibilities will include:

  • Developing and overseeing a comprehensive marketing strategy, establishing specific timelines, and ensuring the firm meets its goals
  • Leading the Marketing Department, including managing a Marketing Assistant and guiding the Marketing Committee
  • Coordinating all facets of client and prospect events (seminars, webinars, appreciation events, etc.) to educate clients and enhance referral opportunities
  • Ensuring an exceptional client experience to promote satisfaction and retention
  • Crafting and managing all communications, including newsletters and special project campaigns
  • Enhancing brand visibility through advertisements, sponsorships, and community engagement
  • Maintaining and updating the firm's digital presence, including the website and social media platforms
  • Overseeing the firm's marketing materials to ensure brand consistency
  • Tracking marketing analytics to provide insights for future initiatives
  • Ensuring compliance with industry regulations

The Marketing Manager will be instrumental in planning, delegating, and executing all marketing initiatives for the firm. This role is crucial in managing the firm's brand presence, leading educational efforts for clients and prospects, and collaborating with team members to ensure a superior client experience.

Qualifications for this position include:

  • Bachelor's degree or equivalent; advanced degree preferred
  • 5+ years in a marketing or client experience role; 2+ years in the financial services sector
  • Extensive knowledge of multichannel marketing strategies, including event planning and digital marketing
  • Ability to maintain a holistic view of marketing while managing intricate details
  • Expertise in client retention strategies and creating exceptional client experiences
  • Strong collaboration skills across departments and with external partners
  • Excellent writing and editing abilities, with a focus on brand consistency
  • Outstanding project management skills and a willingness to innovate
  • Strong organizational skills and attention to detail
  • Ability to work independently and make confident decisions
  • Leadership skills to manage team tasks and expectations
  • A dynamic team player capable of handling diverse responsibilities
  • Knowledge of compliance regulations and industry standards

Proficiency with technology is essential, including:

  • MS Office suite
  • CRM software
  • Email marketing platforms
  • Online survey tools
  • Social media management
  • Graphic design software
  • Video editing tools
  • Content management systems

We encourage applicants from diverse backgrounds to explore this opportunity and discover what Transcend Practice Management has to offer.

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