We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
As a newly independent company, the Marketing Center of Excellence plays a vital role in advancing Equitable's business, brand, and mission: to help our clients secure their financial well-being so they can pursue long and fulfilling lives . We start with always seeking to better understand, advocate for, and deliver on the needs of our clients and distribution partners. Our goal is to forge lifelong relationships with clients and advisors, retail and third-party, delivering holistic solutions that instill financial confidence and help to achieve life goals. By harnessing the art and science of marketing, we drive superior outcomes for both Equitable's lines of business and the clients we serve.
More than 12,000 Equitable professionals have earned the trust of more than five million clients. Individuals, families, teachers, small enterprises, and institutions turn to us for help with advice, protection, retirement, investment management and research.
As we rapidly expand our data and technology capabilities, and build our digital marketing ecosystem, we are seeking ambitious, innovative talent to join our team. We are looking for both seasoned professionals looking to build top-performing teams and industry-leading approaches, as well as adaptable and inquisitive professionals earlier in their career, looking to develop a variety of skills and talents alongside supportive colleagues and mentors.
Job Description :
The Marketing Manager, Wealth Management, is a part of the Marketing Center of Excellence, and will work independently supporting the development and execution of Equitable's Wealth Management advisor marketing programs to help drive advisor and client enablement and engagement. The individual will partner closely with the other members of the WM Marketing team, WM business line and other Marketing teams, as well as other product lines, IT, Legal & Compliance, Finance, and local branches.
Responsibilities may include, but not limited to:
Partner in development, approval and execution of multi-channel marketing initiatives to help drive advisor and client enablement and engagement, WM business, outcomes, and recruiting goals
Create packaged turn-key programs to help advisors with deepening clients relationship or acquiring new clients.
Manage content updates and distribution of new content on an ongoing basis. This includes advisor digital marketing resources on equitable.com, centralized repository system, and in the online advisor portal, as well as direct mail pieces and brochures.
Create and maintain advisor sales materials, ensuring consistent messaging and clear value proposition.
Assist the Head of Wealth Management Marketing and Director of Strategy on key larger strategic initiatives, such as activation of the Equitable Advisors value proposition and incorporating holistic life planning throughout our marketing initiatives
Assist in the development of end-to-end marketing strategy for our "remote advice" unit to deliver on key business objectives
Understanding of advisor marketing digital platform, promoting strategic use with advisors and working with each platform to extract maximum value.
Other efforts to be evaluated by the Head of Wealth Management Marketing; this role and team is designed to be flexible and responsive to new ideas and opportunities.
This position reports to Equitable's head of Wealth Management Marketing and collaborates closely with senior members of the Equitable Advisors business and with other senior leaders in the Marketing Center of Excellence.
Skills required to ensure your success:
Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
Knowledge of Customers: Knowledge of various types of customers and ability to analyze customer activities, profiles and information.
Marketing Strategy and Positioning: Knowledge of market research, segmentation, and channels; ability to use business models to develop and implement marketing strategies, objectives, and tactics as well as establishing a communications plan.
Project Management: Knowledge of effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.
Social Media Marketing Management: Knowledge of social media; ability to develop and use social media strategies and tools to increase sales by strengthening brand identity, visibility, and reputation.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
Bachelor's Degree in Marketing or related field
6+ years experience in Marketing; Financial Services experience a plus
Proven project management skills including experience managing budgets
Highly effective communicator, with strong interpersonal skills and a proven track record developing strong relationships across large organizations
Organizational skills with the ability to manage and execute against deadlines
At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected] .