Wealth Management Marketing Manager

Summary

Join The Motley Fool as a Wealth Management Marketing Manager to manage lead conversion channels, nurture lead relationships, and provide marketing materials for our wealth advisors.

Requirements

• 3-5 years marketing experience in the wealth management industry, ideally for a RIA or broker-dealer
• Experience with marketing management and email automation systems (Hubspot experience moves you to the front of the line!)
• Proven track record of successful online marketing campaigns and organic social media – owning campaign performance and adjusting tactics to meet objectives and budgets
• Excellent analytical and quantitative skills, a passion for metrics and quantitative analysis, ability to turn analysis into actionable programs, and ability to use data to optimize day-to-day performance
• Outstanding project management and prioritization skills
• Builds positive relationships and collaborates across internal and external partners and teams
• Must be a strong communicator able to effectively communicate results, test ideas, and ROI to all stakeholders

Responsibilities

• Managing the lead conversion channels - focused on the email channel and website primarily – that convert our database of highly qualified leads into strong prospects for our wealth advisors
• Nurturing the lead relationship, generating introductory appointments for our wealth advisors, and providing marketing materials that assist in closing the deals coming out of the appointments
• Managing organic social media as well as the strategy, implementation, and productivity of the email channel to include the email marketing calendar, management of new messaging and acquisition campaigns, A/B test plans, workflow and sequence management, webinars/free reports/quick guides and marketing materials that aid the wealth advisors in the conversion efforts throughout the sales process
• Collaborating on the prospect journey and lead experience, building, testing, and optimizing the marketing funnel
• Creating a comprehensive annual marketing plan focused on the key growth drivers of the business
• Responsible for creating marketing emails (both manual and automated workflows), managing templates, loading content, conducting QC, managing lists and segmentation, and managing record-keeping and approval process
• Collaborating with the Marketing team’s fellow Marketing Managers, Designers, Copywriters, and Managing Editor to identify points of synergy across the various marketing efforts and to coordinate the work plan across a shared team
• Collaborating with the wealth advisors and client experience team to understand their needs for marketing materials and sales collateral
• Create campaigns, offers, and calls to action that are compelling to the retail investor and our target market
• Own the website marketing strategy to optimize the calls to action across our target audiences. Proficient in Google Analytics and an understanding of data visualization software (Tableau is a plus!)
• Own our presence across our Fool Wealth social media pages, in concert with the marketing and editorial plans. Responsible for creating, posting, and record-keeping
• Maintain a 'test and learn' approach - continuously analyzing campaign performance data, sharing meaningful sales and marketing insights, and incorporating findings into future campaign iterations
• Track, analyze and provide ongoing reporting on campaign efforts, KPIs, and progress towards growth goals
• Responsible for all legal, compliance and records-retention processes

Benefits

• Flexible, remote work environment (*see our open states above)
• No 'vacation policy' (not to be confused with a 'No vacation' policy)
• Generous fully-paid parental leave
• $1,000 annually to invest in stocks of your choice
• Super low premiums for medical, dental, and vision coverage
• Comprehensive compensation package, including company equity