Are You Ready to Lead Marketing Innovation in Financial Services?
At Invita Financial & Brett & Ethan, we're transforming from a lead-generation firm to a dynamic, relationship-driven powerhouse. We're seeking a Marketing Director to be the strategic force behind this shift—someone who thrives on driving growth, engaging advisors, and redefining business production in the financial marketing landscape.
What You'll Do:
- Develop & Execute Strategy: Craft and implement bold marketing strategies focused on growth, advisor engagement, and increased business production.
- Lead Advisor Engagement: Strengthen relationships, encourage contract consolidation, and create strategies that keep advisors engaged and motivated.
- Optimize Sales Processes: Reshape our sales and advisor engagement processes to be proactive, structured, and results-oriented.
- Drive Cultural Shift: Transition our team from a reactive service-based culture to a growth-driven, business-generation model.
- Innovate Marketing Initiatives: Design and oversee marketing campaigns, materials, and communication strategies that align with evolving business goals.
- Collaborate Cross-Functionally: Partner with internal teams to support advisor events, business development activities, and strategic growth initiatives.
- Analyze & Improve: Monitor key performance metrics, refine strategies, and optimize marketing efforts to drive measurable results.
What You Bring:
Education & Experience:
- Bachelor’s degree in Marketing, Business, Finance, or related field preferred.
- 5+ years of experience in financial services marketing, business development, or related roles.
- Experience with FMOs, IMOs, or RIAs is highly preferred.
Skills & Expertise:
- Proven success in advisor marketing, relationship management, and business development.
- Strong leadership with the ability to shift organizational culture and strategies.
- Expertise in sales process optimization and advisor engagement.
- Proficiency in marketing automation, CRM systems, and data-driven marketing.
- Exceptional communication and influence skills to foster advisor loyalty and business growth.
Why This Role?
- Be a Change-Maker: Lead the evolution from a lead-generation company to a relationship-driven business model.
- Impact-Driven Leadership: Shape strategies that directly influence business growth and advisor success.
- Collaborative Culture: Work with dynamic teams committed to innovation and excellence.
- Growth Opportunities: Play a pivotal role in a company poised for significant expansion and transformation.
Location Requirement:
This is a full-time, in-office role based in Sandy, Utah. We're looking for a proactive leader who thrives in a collaborative, fast-paced environment.
Ready to Drive Growth and Transformation?
Apply now to join Invita Financial & Brett & Ethan and lead the charge in redefining financial marketing.