Job Description

Job Description

Marketing Consultant

Reports To: The Marketing Consultant will report to Director of Marketing & Creative Services.

Job Overview: The MCs responsibilities include those of providing marketing solutions that support our clients’ marketing needs, while supporting AMS corporate initiatives.

Responsibilities and Duties : Assets clients are independent insurance/securities advisors. Our role is to develop, monitor, and consult on marketing that provides quantitative results:

• Work directly with Business Consultants to identify individual marketing needs for each advisor, to further build-out a strategy that aligns with each client’s objectives

• Be a liaison between the client and the graphic designers

• Study client’s company profile and operations to understand their marketing needs

• Conduct marketing research to identify trends and opportunities for clients

• Support client’s lead generation efforts through digital, traditional marketing, and preparation of B2C events

• Curate copy for both clients and for Asset such as email communications, social media, and branding efforts

• Advise on client’s branding, positioning, communications and other marketing issues

• Establish and measure ROI and KPIs such as email CTR, social media engagement, and event metrics

• Monitor client’s marketing and analyze results

• Develop and implement social media & corporate branding strategies according to outlined client or corporate objectives

• Research external vendor opportunities

• Communicate on a regular basis with the Marketing Director on which tools are effective or ineffective for client and corporate communications

• Company copywriting of regular email communications, social media content, & brand brainstorming efforts

• Make proactive phone calls to clients to share marketing ideas and tools

**Qualifications/Requirements **

The following qualifications/requirements are optimal for an individual to successfully fill this position:

• Financial Services industry experience

• Experience with lead generation programs

• BS/BA in marketing communications or business relative field and/or 2+ years of proven experience in a marketing consultant or similar role • Strong understanding of marketing principles and best practices

• Ability to work with many deadlines within close proximity

• Strategic thinker and problem solver

• Apt in writing Financial Services industry content

• Excellent communicator and presentations skills (oral and written)

• Outstanding organizational and project management skills

• Proficient in all MS Office Suite products

• Working knowledge of marketing automation, CRM, and project management software

• Basic understanding of digital lead generation and digital marketing techniques