Senior Marketing Consultant

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’ll be able to work from home for part of the week!

We’re looking for a senior marketing consultant to join our ranks. The role sits within our Consulting Solutions Team which provides expert consultation to help Commonwealth’s more than 2000 independent financial advisors grow their businesses. Our turnkey and custom marketing and branding services, education, and marketing strategies and plans provide solutions for all levels of advisor marketing goals and desired investment. This role will serve as an advisor-facing, consultative partner and will be responsible for advisor consultations with prospects and affiliated advisors, curating marketing strategies and plans for firms, and auditing existing data and marketing efforts. You will work closely with advisors to understand their business objectives, create customized marketing strategies and plans, and identify the right tactics and outsourced partners to support execution.

We are a small team of experienced ex-agency people who are passionate about the power of branding and marketing. Given our consultative nature, we’re known for cross-functional collaboration and supporting one another, advisors, and colleagues to accomplish our goals. If you have a passion for marketing, branding, consulting, and client service runs deep, consider joining our team.

Key Responsibilities:

• Meeting in person with pre-affiliated prospects and affiliated advisors in home office visits (HOVs)
• Building trusted partnerships with advisors and colleagues
• Consulting with financial advisors to gain an in-depth understanding of their businesses, target markets, growth goals, and marketing needs
• Auditing and evaluating advisors’ existing marketing efforts and providing recommendations to optimize strategies, positioning, key messages, etc.
• Identifying and gathering critical data to inform marketing consultations and strategies
• Developing comprehensive marketing strategies and plans aligned with advisors’ strategic priorities to attract new clients and assets
• Guiding advisors on branding, content marketing, digital marketing, social media, client communications, and other marketing initiatives
• Matching advisors with best-fit vendors to execute components of their marketing plans with a keen understanding of budget and timing
• Staying up to date on market research, industry marketing trends, regulations, and best practices to ensure compliant and impactful strategies
• Managing projects that are moving quickly and in different directions seamlessly
• Executing strategic tasks, monitoring outcomes, and assessing long-term marketing strategy ROI
• Potential for leadership growth in the future overseeing Account Management team

Core Strengths and Skills:

• Bachelor’s degree in Marketing, Business, or related field
• 10 years of experience in a senior marketing and/or advertising position (ad agency experience preferred)
• Exceptional consultative abilities and people skills to build trust with advisors (demonstrated experience as marketing consultant or similar role a plus)
• Strong strategic planning skills with the ability to translate business goals into actionable marketing roadmaps
• Comfortable writing strategies and plans, developing client presentation pieces, and participating in advisor presentations
• Self-driven with strong project management and organizational skills
• Knowledge of data analysis, market research, marketing principles, and best practices
• Able to effectively and creatively write proposals, reports, and PPT presentations
• Ability to think strategically and analytically
• Proficient in MS Office/Working knowledge of IT and marketing software (e.g. Work Front, Sales Force)
• Persuasive communication and presentation skills
• Exceptional critical thinking skills

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

About Commonwealth:

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California and a new office opening soon in greater Cincinnati, 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, which has earned us 44 Best Place to Work awards.

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.