Director of Marketing and Events

POSITION DESCRIPTION

The Director of Marketing is responsible for providing strategic, data-driven marketing direction, driving the local network office (NO) market presence as well as the productivity, revenue, and market presence of select financial advisors. The Director of Marketing is ultimately expected to become a part of the Managing Partner’s network office leadership team.

This individual will be a thought leader that actively seeks opportunities to expose the Northwestern Mutual brand to key affinity markets within the territory.

This position serves as a program liaison to the Northwestern Mutual corporate offices in Milwaukee, manages all firm-wide internal and external marketing events and supports select financial advisors, designing their unique marketing plans to help the NO drive financial advisor productivity, revenue, and market presence through implementation of marketing strategies, tactics, and Northwestern Mutual brand expansion efforts.

This individual should thrive in an environment that promotes direct engagement with colleagues, embraces a recruiting-minded culture and excels in providing premium services that cannot be found outside of Northwestern Mutual.

POSITION RESPONSIBILITIES

For the Network Office:

• Develop and implement strategic Marketing Plan
• Plan, manage and track Marketing Budget
• Identify, plan, and execute small to large scale marketing events; internal brand-building and external (client/prospect-facing)
• Promote and build the Northwestern Mutual brand locally to enhance awareness and receptivity within multicultural and diverse affinity markets
• Track and measure marketing program’s impact and overall ROI
• Oversee plan for marketing education and training
• Assist in the implementation of marketing strategy around talent attraction and recruiting
• Maintain key media and business partnerships that will generate increased exposure for the NO
• Support local public relations, advertising and philanthropic efforts
• Lead, develop and manage marketing team

For Financial Advisors

• Develop and implement customized marketing plans to enhance productivity and grow revenue
• Provide oversight on advisor marketing budgets
• Manage upkeep of digital assets such as websites and social platforms
• Identify, plan and execute strategic client and prospect engagement activities and events
• Conduct regularly scheduled marketing consultations to help drive their marketing plans
• Serve as the expert on CRM, key marketing strategies and tactics for client segmentation, prospecting, promotion, client experience, affinity marketing, and center of influence development

Position Qualifications

• Bachelor’s degree in marketing, advertising, communications, or business
• 5 years marketing experience
• Results-driven leader with an energetic, inquisitive personality who embraces disruption and is not afraid to challenge the status quo
• Proven track record in developing and administering a marketing program with measurable results
• Demonstrated success in driving marketing strategies to ROI
• Exceptional written and verbal communication skills
• Highly detailed and organized with the ability to prioritize multiple projects
• Strong project management and collaboration skills
• Ability to maintain confidentiality
• Proficiency in Microsoft Office, Canva and social media technologies (e.g., LinkedIn, Facebook, and Twitter)
• Proficiency in Client Relationship Manager (CRM) software and overall technology adoption preferred
• Financial services experience a plus
• Previous sales or business development experience a plus
• Occasional night/weekend projects as determined by event schedule
• Strong relationship builder

Job Type: Full-time

Pay: $75,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift

Work Location: In person