Commonwealth Financial Network

Senior Marketing Consultant

Commonwealth Financial Network  •  $112k/yr  •  Waltham, MA (Hybrid)  •  17 hours ago
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Job Description

Overview

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Marketing department offers a hybrid work schedule, so you will be able to work from home on Wednesdays and Fridays.

We’re looking for a senior marketing consultant to join our ranks. Commonwealth Advisor Marketing is seeking a senior marketing consultant with a high concentration of knowledge and skill in all facets of digital marketing, as well as basic understanding of traditional marketing tactics. In this position, you will be the Senior Marketing Consultant and main point of contact for up to seven (7) Commonwealth advisor firms. You will execute digital and traditional marketing strategies.

You will combine your knowledge of the web, blogging, email campaigns, and social media publishing with print, mail, and events to execute the marketing strategy for the advisors’ practices.

Key Responsibilities

  • Curating and implementing monthly digital marketing editorial calendars for advisor blogs, e-newsletters, email campaigns, digital ads, and social media to align with overarching advisor goals
  • Generating advisor website and blog evaluations for maintenance and content updates, as needed
  • Implementing lead generation, niche prospecting processes, and workflow tools for each advisor and practice to drive business growth
  • Establishing and measuring ROI and KPIs such as email click-through rates, social media engagement, and website traffic
  • Learning and producing each advisor’s marketing plan based on their preferences
  • Scheduling and hosting weekly or bi-weekly discussions with advisors
  • Maintaining advisor branding (logo, design treatment, etc.), as well as stationery and brochures
  • Collaborating with advisor’s office staff to ensure cohesive messaging and communications
  • Providing coaching for events and seminars
  • Collaborating with compliance to ensure content, brand, and messaging are approved
  • Conducting market research and share discoveries with advisors
  • Working as a digital vendor liaison
  • Integrating LPL’s current tools into each advisor’s overarching plan
  • Receiving and communicating feedback and program enhancement requests from advisors

Core Strengths and Skills

  • Bachelor’s degree in marketing, communication, or related field
  • You must have 5-7 years of strategic marketing experience
  • Solid understanding of ecommerce, PPC, SEO, and SEM
  • Strong knowledge of CRM, inbound marketing tools, and web management
  • Understanding of offset and digital print
  • Basic understanding of events and webinars
  • Working knowledge of web design principles, best practices, and content management platforms
  • Capacity to support Commonwealth L&S advisors via phone and email
  • Ability to develop and execute sales and marketing strategies
  • Proven written and verbal communication skills
  • Excellent project management and organizational skills
  • Good understanding of digital marketing tools such as Google Analytics, Google Adwords, and AdvisorStream
  • Salesforce experience preferred but not required
  • Financial services experience a plus but not required

Have we piqued your curiosity? Can you see yourself thriving in this opportunity?

Picture Yourself Here

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love?

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio.

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure.

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.

Min

USD $112,000.00/Yr.

Max

USD $130,000.00/Yr.

Commonwealth Financial Network

About Commonwealth Financial Network

Who We Serve

Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide.

Your Advantage

The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journey—whether you’re growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time.

Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology, including a unified software platform that supports managing your client’s accounts and running your business.

Learn More

Ready to learn more about a firm that puts independent advisors first? Visit our website to discover how Commonwealth can help you streamline your operations, evolve your business, and accelerate your growth. If you’re interested in working at Commonwealth, visit our Careers page and explore how you can join our common purpose. Member www.FINRA.org/www.SIPC.org

Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Waltham, MA
Year Founded
1979
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