Advisor Marketing Consultant

Janney Montgomery Scott LLC•Philadelphia, PA

8d•Hybrid

About The Position

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Reporting to Manager, Advisor Marketing & Communication, the Advisor Marketing Consultant will support the marketing initiatives of Janney’s Financial Advisors and their teams (Private Client Group) through developing multi-channel marketing and client communication campaigns. This role also collaborates closely with key business partners to support advisors in assessing readiness for activating lead generation and prospecting programs, ensuring alignment to growth strategy and effective conversion into long-term relationships. In addition, the Advisor Marketing Consultant will serve as liaison to communicate priority content, platform updates, and best practices to Janney’s Financial Advisors and their teams. What you are good at: Marketing Consulting- Uncovers key objectives and develops multi-faceted marketing plans for Janney’s financial advisors and their teams. Has a strong results-oriented desire to measure and optimize for success. Relationship Management & Collaboration- Builds strong, collaborative relationships with Janney financial advisors and internal business partners by being responsive, reliable, and solutions-oriented. Acts as a trusted partner to advisors, supporting their marketing, client communication, and business growth. Communication & Presentation Skills- Delivers clear, confident presentations that inform financial advisors of how to leverage marketing tools, and industry and firmwide best practices to help grow their business. Adapts communication style to the audience and consistently builds trust through professionalism and clarity.

Requirements

5+ years of advisor-facing marketing, consulting, or financial services experience, with demonstrated ability to operate as a senior, consultative partner to financial advisors
Demonstrated experience consulting with and influencing senior professionals and business owners, guiding strategic marketing decisions and driving adoption of growth-oriented marketing practices
Experience advising professionals on lead generation, prospecting, or client acquisition programs, including aligning tactics to strategy and improving conversion through disciplined follow-up
Client-service oriented, positive demeanor, able to handle high volume, multiple priorities
Excellent communication, organizational, and problem-solving abilities
Superior time management and organization; expertise in meeting tight deadlines and tracking projects delivered
Takes initiative and is self-motivated
Proficient writing, editing, and proofreading skills
Proficient in MS Office Suite: Word, Excel, PowerPoint
Proficient in LinkedIn, Facebook, Instagram
Exhibits strong interpersonal skills, carries superior commitment to client service, and maintains professionalism

Nice To Haves

Proficient in Workfront Project Management software preferred, not required
Working knowledge of AdvisorStream, Salesforce, Constant Contact, Google My Business, Google Analytics, and/or GoDaddy preferred, not required

Responsibilities

Influence advisor-led growth by guiding advisors to adopt growth-oriented marketing strategies, firm programs, and platforms through consultative engagement and field-based support
Serve as dedicated marketing consultant for Janney’s financial advisors, spending significant time in the field engaging directly with advisors to influence adoption of marketing strategies, programs, and growth initiatives
Support recruitment and transition of financial advisors by presenting Janney’s marketing offerings Collaborate with internal business partners such as Private Client Group and Wealth Management to align support for financial advisors in home-office visits and preparing client announcement materials (in-organic growth)
Work with Janney’s financial advisors and teams to establish, and meet, project goals and deadlines
Conceptualize, facilitate, and help to implement marketing deliverables, which may include, client letters and emails, newsletters, announcements, event invitations, seminar materials, brochures, advertisements, press releases, social media posts, website content and more
Use available marketing tools and third-party vendors to support financial advisors’ strategic business goals
Communicate project status and updates to Financial Advisors and teams
Track, report on, and analyze advisor marketing and lead generation activity to provide actionable insights tied to engagement, adoption, and growth outcomes, informing advisor guidance and continuous improvement
Exercise thoughtfulness with regards to regulatory requirements set forth by FINRA and the SEC and internal Janney policies
Fulfill other Marketing & Corporate Communication projects as assigned with the purpose of advancing initiatives, maximizing efficiency or otherwise furthering our support of Janney’s growth