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Marketing Director - Financial Firm

Advisor Employee Services
Cary, NC
$80K-$90K a year
Full-time

Marketing Director Are you a creative, strategy-driven individual with a passion for marketing and public relations? Raleigh Wealth Solutions in Cary, NC offers opportunities for professional growth! The Marketing Director primary purpose is to consistently fill the advisors’ schedule with qualified appointments using proven marketing strategies such as coordinating local speaking engagements, community networking, appointment setting, and community branding.

We are looking for an ambitious person that is great at asking in-depth questions and getting our prospects engaged! This individual will use the relationships they currently have within the community to build awareness and brand recognition.

A sharp, professional presence with excellent communication skills and the ability to build a rapport with our prospects and clients is a must.

The successful candidate will be detail-oriented, a self-starter, with strong organizational skills. This team player must be flexible, enthusiastic and possess an energetic personality.

The ability to balance a process-driven approach while generating innovative ideas is imperative. Minimum Requirements :

  • Financial industry experience is strongly preferred
  • Bachelor's degree required
  • 5+ years of experience in a Marketing / Public Relations role preferred
  • In-depth knowledge of community awareness
  • Experience with MS Office, Canva, and the ability to learn new software quickly
  • Proven ability to work independently and complete assigned tasks on schedule
  • Strong networking skills and heavily involved in community events
  • Excellent communication skills both written and verbal
  • Comfortable running events and public speaking

Responsibilities / Tasks :

  • Create a direct marketing strategy planning marketing and client events
  • Manage weekly email campaigns to clients and prospects
  • Manage / perform weekly follow-up phone calls to clients and prospects
  • Attend community events to create company image and brand awareness
  • Follow up and track client referrals
  • Work with parent-company marketing department to keep company branding current
  • Discuss and review upcoming marketing strategies and success
  • Create monthly accountability report, illustrating the number of strategies implemented, contacts made, appointments set, and appointments kept
  • Manage and follow through on fresh marketing ideas
  • Other duties as assigned
  • $80,000-$90,000 (based on experience) + bonus
  • Benefits :
  • MERP
  • MERP
  • 401(k)
  • Profit sharing
  • Lifetime Fitness membership
  • Flex time (2 hours per week, excluding Monday mornings or Friday afternoons)
  • Maternity / Paternity leave

Hours :

  • Monday : 8 : 30am-5 : 00pm; Tuesday-Friday : 9 : 00am-5 : 30pm
  • 16 days ago
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