Job details
Job type full-time
Full job description
Job description:
Position summary
The director, channel marketing will be responsible for developing and executing the marketing strategy for assetmark institutionalReporting to the managing director, strategic marketing, the director, channel marketing role will lead key growth initiatives for the registered investment adviser (ria) channel and will be responsible for developing and building marketing campaigns that drive product adoption, support sales goals and bring new advisors to the assetmark platform.
The ideal director, channel marketing candidate is a creative marketer and expert in both product and sales marketing with b2b experience and has the ability to create compelling content and data-driven campaignsExperience in financial services is greatly preferred, but a strong background and passion for marketing is essential.
Duties and responsibilities
The duties and responsibilities of the director, channel marketing may include, but are not limited to the following:
Develop and execute the marketing plan to drive new advisor growth in assetmark’s institutional channel, utilizing a variety of marketing campaigns and tactics
Partner with sales, sales enablement, business development, channel development and business consulting teams to prioritize campaigns that align to firm growth goals
Work closely with prospect marketing team to develop content and campaigns to feed the lead generation funnel and grow the institutional lead base
Collaborate with marketing team members to ensure consistency of message and tone in the marketplace and to create omni-channel campaigns; analyze and optimize campaign data
Oversee institutional sales collateral and develop a compelling content strategy
Become a true partner to the sales teams, helping to drive advisor engagement
Drive outside event strategy for the institutional channel to maximize lead opportunities at industry and media events
Collaborate with 3rd party strategic partnerships to execute on joint marketing initiatives
Create and develop content and agendas for institutional sales events and conferences
Measure and track business growth outcomes for the institutional channel and report progress over time
Conduct competitive analysis to identify channel-specific opportunities; identify and communicate key industry trends.
Knowledge, skills, and abilities
Proven track record running successful channel marketing campaigns
Excellent writing skills in various formats
Creative approach to marketing and content creation
Demonstrated experience working with sales teams and collaborating closely on sales marketing campaigns and initiatives
Strong relationship management and interpersonal skills (high eq)
Ability to express ideas clearly both verbally and in writing
Critical thinker and highly data-driven
Strong project management skills
Bias for action to problem solve & get things done
Ability to prioritize multiple projects and responsibilities
Excitement for learning, open to new experiences and challenges in a fast-paced, sometimes ambiguous environment.
Deep knowledge of rias, understanding their business and needs
Basic requirements/qualifications
Bachelor`s degree in marketing, business, or related field, required
7+ years experience in b2b marketing, required
Experience working with financial advisors, preferred
Understanding of investment products and capital markets, preferred
Knowledge in salesforce, percolate, seismic, hubspot, vidyard, zoom and other marketing technologies, preferred
Location and travel:
Concord or chicago area offices (preferred)
Remote candidates, willing to work west coast hours (pt) and travel to the concord office as needed (will be considered)
Assetmark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisorsWe provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.
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As an equal opportunity employer, assetmark is committed to building a diverse and inclusive workplace where everyone feels valued.
Job type: full-time
Work location: multiple locations
