What are the responsibilities and job description for the Marketing Consultant (3 positions) position at Wells Fargo?
Wells Fargo is seeking a Marketing Consultant in Wealth & Investment Management, or WIM, which provides clients access to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver a full range of personalized wealth management, investment, planning, and retirement products and services.
The WIM Marketing team is evolving to support our business. As a member of this growing team, you will be a key part of building an organization to support our Financial Advisors (FAs) and their teams. Your role is the development and implementation of marketing solutions to support our Advisors in their effort to grow their practice and their clients' success. In addition to working closely with the Financial Advisor team, you will work on several projects that help build multi-channel marketing solutions and focused growth
In this role, you will:
14 Dec 2023
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
The WIM Marketing team is evolving to support our business. As a member of this growing team, you will be a key part of building an organization to support our Financial Advisors (FAs) and their teams. Your role is the development and implementation of marketing solutions to support our Advisors in their effort to grow their practice and their clients' success. In addition to working closely with the Financial Advisor team, you will work on several projects that help build multi-channel marketing solutions and focused growth
In this role, you will:
- Implement and maintain digital marketing programs, execute marketing or direct mail programs and manage major marketing in creative areas or product lines
- Report and recommend improvements to management regarding marketing and sales materials within marketing
- Review analysis of products, sales pricing, customer retention, customer profile, sales, profitability and review data in support of program initiatives
- Exercise independent judgment to guide campaigns
- Ensure initiatives are executed in accordance with objectives and align with brand and corporate technology standards
- Present recommendations for analyzing data, monitoring performance, providing optimization recommendations and present output to partners
- Exercise independent judgment while developing expertise in legal, compliance, privacy regulations and policies related to marketing
- Collaborate and consult with other product marketing areas, technology, customer care, organizational units, alliance partners marketing team, business partners and outside vendors to ensure successful implementation and execution of marketing campaigns
- Navigate and consult MyMarketing users on platform via phone and email.
- Use your creative or agency experience with print on demand/marketing on demand to align with line of business targets and manage projects
- 2 years of Marketing, E-business, Digital Marketing, Digital Platform experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Demonstrated experience in the production of creative materials generated by marketing platforms to support field sales and marketing
- Experience with creative or agency and/or print on demand/marketing on demand
- Successful candidates will have managed the fulfillment of field and marketing led campaigns, the creation and execution of digital media, vendor selection and management, testing, pricing, quality control
- Candidates will have partnered closely with Data and Platform partners to collectively ensure that creative is executed and delivered in a timely and accurate manner, including partnering with the Agency and internal constituents to intake and onboard new creative
- Demonstrated partnerships that to delivered a world class advisor experience and ultimately a successful client and prospect journey is required
- Able to show how their experience has delivered on key program goals and marketing priorities
- Project Management experience
- Experience with Adobe Creative Suite (InDesign, Photoshop, and Illustrator)
- Excellent verbal, written, and interpersonal communication skills
- Good analytical skills with high attention to detail and accuracy
- Strong organizational, multi-tasking, and prioritizing skills
- Experience in aligning marketing operational activities to priorities and Key Performance Indicators
- Experience using SalesForce and Marketing Cloud
- Strong relationship management skills
- Ability to travel up to 15%
14 Dec 2023
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
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