Product Marketing Specialist

Cetera Financial Group (CFG) is seeking a Product Marketing Specialist  who will be responsible for executing marketing tactics to our captive financial professional audience to drive revenue growth and adoption of Cetera’s wealth management solutions. This role will work closely with the Director, Product Marketing to align marketing efforts to objectives set by leaders of the Advisory Experience and Growth teams to help execute plans and tactics for the business outcomes to be achieved. This is a hybrid role, located in Dallas, TX. 

What you will do:

• Work with the Director, Product Marketing to execute strategic B2B marketing plans and campaigns aligned with the goals of our Wealth Management initiatives, focusing primarily on advisory mix shift growth.
• Help develop and maintain relationships with third parties for copywriting, design, and strategy execution. 
• Support the development and accentuation of unique value propositions while incorporating brand and marketing messages appropriately to drive outsized growth.
• Represent the viewpoints of the Wealth Management leadership team, financial advisor, and end client throughout the content creation and strategic planning process with internal partners.
• Continually assess the marketing needs of specific Wealth Management business lines, tracking and measuring the effectiveness of implemented marketing plans and campaigns, adjusting as needed to maximize engagement and adoption.
• Develop, review, and revise content and messaging to help with targeted sales and education efforts.
• Other duties as defined.

What you need to have:

• Minimum of 3 years of experience in marketing roles in financial services. 
• 3-5+ years of experience in marketing experience ideally in advisor or product marketing. 
• Exceptional written and verbal communication skills, including knowledge of AP Style.
• Strong proficiency in a variety of computer applications such as Word, Excel, PowerPoint, and Outlook.

What is nice to have:

• Direct experience in B2B wealth management marketing, preferably with an emphasis on advisory business models and asset mix conversion.
• Familiarity with content management systems, analytics tracking, client relationship management tools, and social media and email marketing platforms. Proficiency in Marketo is a plus. 
• Experience with qualitative and quantitative research methodology.

Travel Requirements: 

• Up to (20%). 

Compensation: 

The salary range for this role is $63,000 - $93,000, plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

#LI-Hybrid