Northwestern Mutual - San Diego, CA

posted 2 months ago

Full-time - Mid Level
San Diego, CA
Insurance Carriers and Related Activities

About the position

The Assistant Director of Marketing will help manage and execute the day-to-day strategic marketing initiatives for the local Network Office (NO) and for select financial advisors. This role will partner with and support leadership in the development and execution of all firm-wide internal and external marketing events and campaigns. They will additionally help the NO drive financial advisor productivity, revenue, and market presence through implementation of marketing strategies, tactics, and brand expansion efforts. The Assistant Director of Marketing will be a member of the marketing team and report directly to the Director of Marketing. This individual should thrive in an environment that promotes direct engagement with colleagues, embraces an abundant mindset, and excels in providing premium marketing services to advisors that are an irreplaceable asset to their clients and their practices. Position Responsibilities include leading the tactical execution of marketing plans for the agency and select subscriber advisor teams, operating within the guidelines of the marketing budget, and fully tracking and managing the marketing events budget. The Assistant Director will research, organize, plan, execute, and facilitate small to large scale marketing events (approximately 2-3 per month) and execute procedural tracking and measuring of marketing program's impact and overall ROI. They will provide support for local public relations, community involvement, advertising, and philanthropic efforts, create and manage social media content, lead the creation of the NO newsletter, and assist with marketing education and training for advisors and team members. Additionally, they will implement customized marketing plans for select financial advisors, manage upkeep of digital assets, and lead tactical execution of strategic client and prospect engagement activities and events. The role requires a proactive approach to identifying and implementing new solutions to drive continuous improvement and achieve goals, as well as the ability to multitask, prioritize, and take independent action to make sound decisions with minimal oversight. The Assistant Director of Marketing will also be responsible for managing activities within individual advisor/practice marketing budgets and managing post-event billing.

Responsibilities

  • Lead tactical execution of marketing plans for the agency and select subscriber advisor teams.
  • Operate within guidelines of marketing budget; fully track and manage the marketing events budget.
  • Research, organize, plan, execute, and facilitate small to large scale marketing events (approx. 2-3 per month).
  • Execute procedural tracking and measuring of marketing program's impact and overall ROI.
  • Provide support for local public relations, community involvement, advertising, and philanthropic efforts.
  • Create and manage social media content for Managing Partner and the NO social channels.
  • Lead and execute creation of NO newsletter, the Pacific Pulse.
  • Assist with marketing education and training for advisors and team members.
  • Create graphics such as flyers, event invitations, social media posts, and other material as needed in Canva.
  • Support Director of Marketing as needed with other marketing efforts and initiatives.
  • Implement customized marketing plans to enhance productivity and grow revenue for select financial advisors.
  • Attend scheduled marketing consultations to help drive marketing plans, client segmentation, and overall marketing integration.
  • Manage upkeep of digital assets such as websites and social platforms.
  • Identify, plan, and execute strategic client and prospect engagement activities and events.
  • Lead tactical execution of strategic client and prospect engagement activities and own the overall event planning.
  • Brainstorm event ideas, research venues, and present complete quotes to advisor teams.
  • Manage activities within individual advisor/practice marketing budget and manage post-event billing.

Requirements

  • 3-5 years marketing experience.
  • Bachelor's degree in marketing or communications preferred.
  • Comfortable leading teams and individuals toward goals, utilizing interpersonal and problem-solving skills.
  • Excellent analytical, written, and oral communication skills.
  • Highly detail-oriented and organized, with strong project management skills.
  • Ability to proactively identify and implement new solutions to drive continuous improvement and achieve goals.
  • Ability to multitask, prioritize, and take independent action to make sound decisions with minimal oversight.
  • Ability to work effectively with people at all levels; maintain confidentiality and a high level of professionalism.
  • Proficiency in Microsoft Office, Canva, and social media technologies (e.g., LinkedIn, Facebook, and Twitter).
  • Previous experience in financial services a plus.
  • Previous event planning experience a plus.

Nice-to-haves

  • Experience in financial services.
  • Event planning experience.

Benefits

  • 401(k) matching
  • Disability insurance
  • Paid time off
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