Advisor Marketing Consultant

Janney • Philadelphia, PA

2d • Hybrid

About The Position

The Advisor Marketing Consultant, who will report to Manager, Advisor Marketing & Communication, 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. 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.

Requirements

• 5+ years of marketing communications experience and/or financial services experience preferred
• Relationship management and/or customer success experience preferred
• 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

• Support financial advisor-led growth through marketing initiatives, campaign planning, and sponsorship activations (organic growth)
• Support recruitment and transition of financial advisors by presenting Janney’s marketing offerings in home-office visits and preparing client announcement materials (in-organic growth)
• Serve as dedicated marketing consultant for the financial advisors located in one of Janney’s geographically defined regions
• Collaborate with internal business partners such as Private Client Group and Wealth Management to align support for financial advisors
• 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 the performance of multi-channel marketing initiatives to provide actionable feedback and next steps where applicable
• 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.

Benefits

• Award-winning full-service financial services firm
• Commitment to understanding clients' needs and providing advice beyond investments
• Commitment to building a diverse workforce and inclusive culture
• Opportunity to thrive and grow professionally
• Fostering a positive workplace experience
• Great Place to Work® certification

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed