Senior Marketing Strategist

1 week ago


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

Position: Marketing Manager

Compensation: $75,000 - $90,000

Work Status: Full time, In office

Transcend Practice Management is a dynamic firm in the wealth management sector, dedicated to providing exceptional service to our clients. We are currently seeking a skilled Marketing Manager who will play a pivotal role in enhancing our marketing initiatives.

Our organization thrives on a culture of collaboration and innovation, empowering our team members to excel in their roles while prioritizing client satisfaction. We are committed to upholding our core values: integrity, authenticity, and a client-first approach.

The ideal candidate will possess the following attributes:

  • Exceptional interpersonal and relationship-building abilities
  • Strong communication and leadership skills with the capacity to influence
  • Expertise in project management and process enhancement
  • Proficient decision-making capabilities
  • Adaptability to change and a results-oriented mindset
  • Highly organized with meticulous attention to detail
  • Innovative and analytical thinking
  • Ability to anticipate the needs of clients and colleagues
  • Commitment to exceeding client expectations
  • Willingness to receive constructive feedback
  • Desire to foster transparency and support among team members

As the Marketing Manager, your responsibilities will include:

  • Developing and overseeing a comprehensive marketing strategy, ensuring timely execution of goals
  • Leading the Marketing Department and collaborating with the Marketing Committee
  • Coordinating client and prospect events to enhance engagement and referral opportunities
  • Managing client interactions to ensure high satisfaction and retention rates
  • Crafting and overseeing all communication materials, including newsletters and special campaigns
  • Enhancing brand visibility through various channels, including advertisements and community partnerships
  • Maintaining the firm's digital presence across platforms
  • Updating marketing materials to ensure brand consistency
  • Utilizing marketing analytics to track performance and inform future strategies
  • Ensuring compliance with industry regulations

Qualifications for this role include:

  • Bachelor's degree or equivalent; advanced degree preferred
  • 5+ years of experience in marketing or client experience roles, with a focus on the financial services sector
  • Comprehensive knowledge of multichannel marketing strategies
  • Ability to maintain a holistic view of marketing while managing intricate details
  • Expertise in client retention strategies
  • Strong collaborative skills across various departments and with external partners
  • Excellent writing and editing skills, with a focus on brand consistency
  • Outstanding project management abilities
  • Proficiency in technology and marketing tools

We encourage applicants from diverse backgrounds to explore this opportunity and discover how they can contribute to our mission at Transcend Practice Management.


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