Are you a strategic thinker ready to revolutionize the financial marketing landscape? Do you excel in transforming traditional models into proactive, growth-driven powerhouses? If you're nodding, this opportunity is tailored for you.
Your Mission:
As the Marketing Director, you'll spearhead the evolution from a lead generation focus to a relationship-driven marketing model. Your strategic initiatives will deepen advisor engagement, streamline contract consolidations, and amplify business growth.
What You'll Do:
- Strategics for Growth: Craft and implement marketing plans that resonate with advisors and drive business expansion.
- Enhance Engagement: Transform the sales process into a proactive, structured, and results-oriented journey.
- Build Relationships: Collaborate closely with advisors to foster strong partnerships and encourage contract consolidation.
- Lead Cultural Shift: Transition the organization from a reactive service model to a proactive, business-generation mindset.
What You Bring:
- Educational Foundation: Bachelor’s degree in marketing, business, finance, or a related field.
- Proven Experience: 5+ years in financial services marketing or business development, preferably within FMOs, IMOs, or RIAs.
- Strategic Insight: Expertise in advisor marketing, relationship management, and business development.
- Leadership Prowess: Demonstrated ability to lead cultural shifts and drive organizational growth.
- Analytical Acumen: Proficiency in data-driven marketing strategies and performance metrics.
Why This Role?
This isn't just another marketing position; it's a chance to make a tangible impact on the financial well-being of countless individuals. By aligning advisors with the organization's mission, you'll play a pivotal role in shaping a more secure financial future for clients nationwide.
Location Requirement:
This full-time role is based in Sandy, Utah. Candidates must be available to work on-site to foster collaboration and drive initiatives effectively.
If you're ready to lead trans formative change and elevate your career, apply now to embark on this exciting journey.