Senior Product Marketing Specialist

Cetera Financial Group • El Segundo, CA

1d • $82,000 - $105,000 • Hybrid

About The Position

Cetera Financial Group (CFG) is seeking a Senior Product Marketing Specialist who will be responsible for developing and executing marketing strategies for our captive financial professional audience to drive revenue growth and adoption of Cetera’s wealth management solutions. This role will work closely with the leaders of the Advisory Experience and Growth teams to align marketing strategies and execute plans with the business outcomes to be achieved. This is a hybrid role in Dallas, TX. What you will do: Assess the marketing needs of specific Wealth Management business lines to achieve desired outcomes. Develop, direct, and execute strategic B2B marketing plans and campaigns aligned with the goals of our Wealth Management initiatives, focusing on driving advisor adoption of wealth management solutions and fee-based assets onto Cetera’s platform. Develop and manage relationships with third parties for copywriting, design, and strategy execution. Drive development and accentuation of unique value propositions while incorporating brand and marketing messages appropriately to drive outsized growth. Represent the viewpoints of the Wealth Management leadership team, financial advisor, and end client throughout the content creation and strategic planning process with internal partners. Track and measure the effectiveness of implemented marketing plans and campaigns, adjusting as needed to maximize engagement and adoption. Develop, review, and revise content and messaging to help with targeted sales and education efforts. Other duties as defined.

Requirements

• Minimum of 5 years of experience in marketing roles in the financial services industry.
• 5+ years of experience in marketing experience, ideally in product or advisor marketing.
• Exceptional written and verbal communication skills, including knowledge of AP Style.
• Strong proficiency in a variety of computer applications such as Word, Excel, PowerPoint, and Outlook.

Nice To Haves

• Direct experience in B2B wealth management marketing, preferably within the advisory, investment management, and/or RIA space.
• Familiarity with content management systems, analytics tracking, client relationship management tools, and social media and email marketing platforms.
• Proficiency in Marketo is a plus.
• Experience with qualitative and quantitative research methodology.

Responsibilities

• Assess the marketing needs of specific Wealth Management business lines to achieve desired outcomes.
• Develop, direct, and execute strategic B2B marketing plans and campaigns aligned with the goals of our Wealth Management initiatives, focusing on driving advisor adoption of wealth management solutions and fee-based assets onto Cetera’s platform.
• Develop and manage relationships with third parties for copywriting, design, and strategy execution.
• Drive development and accentuation of unique value propositions while incorporating brand and marketing messages appropriately to drive outsized growth.
• Represent the viewpoints of the Wealth Management leadership team, financial advisor, and end client throughout the content creation and strategic planning process with internal partners.
• Track and measure the effectiveness of implemented marketing plans and campaigns, adjusting as needed to maximize engagement and adoption.
• Develop, review, and revise content and messaging to help with targeted sales and education efforts.
• Other duties as defined.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees