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We're seeking a passionate, proactive, and detail-savvy candidate to serve as the marketing subject matter expert, working with financial professionals to drive implementation and adoption of marketing programs, tools, and resources. As the marketing subject matter expert, you will also be responsible for leading and managing all marketing activities as it pertains to Complex level initiatives. This role will work within the Pacific Complex, which includes 13 offices throughout the West.
Responsibilities include but not limited to:
Partners with Enterprise Marketing team to create, collaborate and consult on marketing strategies designed to help advisors with client acquisition and retention
Works in partnership with Enterprise Marketing and Complex management team to develop a marketing plan that aligns Enterprise and Complex-led marketing programs to strategically support financial professionals for client retention and acquisition.
Responsible for creation and execution of Complex marketing communications plan that promotes marketing tools, resources, and content to advisors
Through a tiered support model, collaborate with advisors on the creation of their marketing plans
Serve as key contact for defining the value and strategic use of marketing tools and resources
Coordinates all Complex-level marketing events including tracking and follow up
Aligns with company branding and marketing initiatives and coordinates local opportunities.
Serve as key contact for materials and resources and able to triage requests to appropriate SME
Hybrid - work in office and remotely
Bachelor's degree, preferably in field with an emphasis in Marketing or a quantitative field
5+ years of Marketing or similar experience
1+ years of Financial Service experience
Ability to travel between branches
Demonstrated analytical, problem-solving skills and business acumen
Project management skills - proven ability to oversee a project, strong attention to detail and accuracy
Naturally collaborative, must possess exceptional interpersonal and communication skills (both written and verbal) with a demonstrated ability to work with all levels of leadership
Self-starter with strong initiative and ability to work independently
The Pacific Complex merges four premier organizations within Equitable Advisors: The PacificNW Branch, The Northern California/Hawaii Branch, The Southern California Branch, and the Southwest Branch. Led by Complex President Don O'Donnell, the Pacific Complex has over 700 team members covering the Western United States with team members based in Alaska, Arizona, California, Hawaii, Idaho, Nevada, Oregon, and Washington. With over $18 billion in Assets Under Management (AUM), this geographically expansive complex is committed to empowering their clients to pursue what's possible on their path to financial well-being.
About Equitable We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.
In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.