Position Summary

The Digital Marketing Strategist is a forward-thinking, digital marketer with experience in all things digital and a passion for driving results. We are looking for someone who is knowledgeable and has experience with multiple digital media outlets including paid search, display, mobile, social, as well as emerging media and new technology platforms. They will be responsible for executing and managing digital marketing campaigns on a number of advertising platforms such as Facebook, Google, LinkedIn and programmatic display networks.

Duties and Responsibilities include, but not limited to:

• Create, test and deploy digital marketing campaigns based on internal requests leveraging media buys, marketing funnels, email marketing and other inbound digital strategies.
• Manage the overall success of assigned campaign portfolios by critically analyzing the product mix, optimizing audience targeting, and shifting budget to better performing tactics.
• Collaborate alongside other digital marketing team members, designers and writers to develop, evaluate and improve advertising content.
• Track, analyze and report campaign performance through dashboards and sheets with data and insights.
• Improve campaign performance through ongoing optimization, A/B and multivariate testing, visitor segmentation, messaging and landing page testing.

Critical Skills Sought:

• Experience with numerous forms of digital advertising, such as PPC/SEM, programmatic display, video, native, and paid social.
• A solid understanding of marketing automation tools, CRMs and email marketing platforms and how they fit into digital campaigns.
• Proven results optimizing direct response, digital marketing campaigns to reach desired KPIs.
• Experience writing PPC & Paid Social ad copy designed to drive results.
• Working knowledge of Google Analytics, Google Tag Manager, Google Ads, and Facebook Business Manager.
• Ability to identify new growth opportunities and drive rapid experimentation and learning.
• Strong Analytics skills, data-driven thinking and motivation to constantly find new ways to improve.
• Proficiency in Google Docs and Microsoft Excel to manipulate data and create reports and charts.
• Excellent organizational skills and ability to handle multiple digital campaigns simultaneously.
• Both a strategist and an executor, capable of bringing projects from concept to completion, doing everything possible to ensure their success.
• Strong attention to detail, organized and ability to manage multiple tasks at once.
• Self-motivated and results oriented.

Background/Experience:

• 1-3+ years’ experience executing digital marketing campaigns including experience with PPC & Paid Social, namely, Google Ads and Facebook Business Manager.
• Bachelor’s degree in marketing, business, communications or related field.
• Experience with marketing automation, email delivery and web analytics tools.
  • Hubspot experience a plus.
• Demonstrated ability to execute successful projects with minimal guidance in a fast-paced environment.

Summary of Responsibilities:

As a Trading Associate, you will take inbound calls from Financial Advisors, their assistants, and their clients. The Trading Associate will also make outbound calls to Advisors regarding trades and trade corrections. Trading Associate must be able to understand multiple products and the risks, fees, and differences between the products. Trading Associate must also understand and be able to explain the regulatory requirements and financial policies that govern the products we support and ensure compliance with product guidelines, financial policies and regulatory requirements.

RESPONSBILITIES:

• Accurately execute advisor-initiated trade requests using custodial platforms for trade execution and contact block trade desk as necessary
• Assist advisors on custom trade requests such as raising cash, injecting cash, investment changes, tax-loss harvesting, etc.
• Resolve trade and settlement issues by working directly with custodians, executing brokers, and advisors
• Assist with on-boarding and maintenance of various platform models (proprietary, third-party and advisor-managed)
• Review client account data to create regularly scheduled and ad-hoc reports
• Communicate on a regular basis with advisors and custodians.
• Work effectively within a team-oriented operations department.

SKILLS AND KNOWLEDGE:

• 3+ years of experience in financial services (TAMP/RIA preferred)
• Experience in a fast-paced environment and ability to prioritize in order to meet tight deadlines
• Familiarity with model portfolios and block trading ETFs, Equities, and Mutual Funds
• Exemplary problem-solving and organizational skills with the ability to work autonomously and proactively meet client needs
• Experience working with an Order Management System (OMS) and Portfolio Rebalancing Software such as Morningstar tRx, Tradewarrior, iRebal, or Tamarac preferred
• Extreme attention to detail and a proven high level of accuracy in work product are expected
• Experience working with a large custodian (e.g. Charles Schwab, TD Ameritrade, Fidelity, Pershing)
• Proficiency in Excel required (knowledge of macros and VBA a plus)
• Series 65 or 7 preferred

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This description covers the major purpose and major functions of the job. It is not intended to give all details or a step by step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

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Summary of Responsibilities:

The Sr. Advisor Services Specialist is responsible for the review of requests submitted to the Wealth Operations team via a shared inbox or through the shared phone queue. This position will troubleshoot day to day problems/issues pertaining to new and existing accounts and clients. This person will be the first point of escalation for our advisors and their staff when issues arise that require a high attention to detail or complicated resolution.

Responsibilities

• Assist advisors on requests such as opening accounts, moving money, completing paperwork, running reports, entering trades, etc.
• Resolve issues by working directly with custodians, advisors, and internal team members.
• Communicate on a regular basis with advisors and serve as the liaison between advisors and the custodians (Schwab and Fidelity).
• Work effectively within a team-oriented operations department.
• Train advisors and their staff across multiple platforms.
• Provide expertise to team members to ensure client needs are achieved.

Critical Skills Sought

• Willingness to learn, contribute to organizational growth.
• Highly organized and communicative.
• Team player.
• Enjoy meeting and engaging new advisors.
• Strong phone skills and ability to teach processes.
• Applies critical thinking, problem solving skills, and evaluates the level of sensitivity, risk and confidentiality of the work being performed in order to see it through to a resolution.
• Displays a positive attitude and has excellent interpersonal skills.
• Displays patience and empathy both verbally and in writing when communicating with advisors.
• Effectively communicates with cross functional team members within the department and across the organization both verbally and in writing.
• Must be team-oriented, enjoy working with people, and be proactive, flexible, and have the ability to work independently and accurately in a fast-paced environment.
• Strong general administrative and telephone skills

Skills and Knowledge

• 5+ years of experience in financial services (TAMP/RIA preferred).
• Experience in a fast-paced environment and ability to prioritize in order to meet tight deadlines.
• Exemplary problem-solving and organizational skills with the ability to work autonomously and proactively meet client needs.
• Extreme attention to detail and a proven high level of accuracy in work product are expected.
• Experience working with a large custodian (e.g. Charles Schwab, TD Ameritrade, Fidelity, Pershing) required.
• Series 65 and/or 7 preferred.

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This description covers the major purpose and major functions of the job. It is not intended to give all details or a step by step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.
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