Client Communications Manager

Job Summary

With limited input and using specialized knowledge and skills obtained through education and experience, provides strategy direction, message development, and communication planning and implementation to increase the understanding of corporate vision, business strategies and individual projects among the company's audiences, including internal (financial advisors and branch staff) and external (clients). Develops and helps to implement the strategy for new and existing communication channels to increase awareness and support corporate objectives and provides regular reporting for channel and message readership/impact. Establishes and maintains effective working relationships at all levels of the organization.

Essential Duties and Responsibilities

• Provides strategic direction, message development, and communication planning for corporate level, cross-department, and departmental initiatives

• Supports firm-to-client communications and internal change management campaigns, partnering with legal, compliance, technology, operations and other key business areas to ensure communications align with firm standards

• Oversees communication plans and gives tactical support such as writing and facilitating the distribution of client letters & emails, targeted internal emails, intranet articles and more

• May oversee the daily management of a channel or channels

• Consults with internal and external constituents to identify communications goals and objectives; executes solutions for high-impact projects/initiatives

• Backs up management of other communication channels as needed

• Participates in prioritization of firm communications

• Edits work of others

• Monitors channel absorption; prepares reports for management

• From metrics and other data, recommends channel content alterations and improvements

• Manages implementation of channel communication projects

• Performs other duties and responsibilities as assigned

• Establishes and maintains relationships with all levels of management, particularly within areas of support

• Effectively represent firm values and communication principles within meetings

Knowledge, Skills, and Abilities

Knowledge of

• General communication strategies and tactics

• Concepts, principles, practices and techniques for writing and developing communications plans and related content

• Investment concepts, practices and procedures used in the securities industry

• Financial markets and products

• Microsoft Outlook suite

• Publishing systems

Skill in

• Creating communications plans that blend attention to detail with flexibility and effective messaging

• Distilling complex legal and regulatory subject matters into easily digestible communications

• Writing intranet page copy, articles and other collateral as required

• Proofreading copy written by others

• Conducting research and analysis

• Preparing presentations

• Operating standard office equipment and using required software applications, including standard graphics and publishing software

Ability to

• Think logically and analyze and solve problems

• Partner with other functional areas to accomplish objectives

• Make independent decisions when appropriate

• Influence decision making and action when appropriate

• Manage confidential firm information prior to internal or public release

• Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed

• Incorporate needs, wants and goals from different business unit perspectives into communications plans, while being an advocate for audiences and communications best practices

• Attention to detail while maintaining a big picture orientation

• Gather information, identify linkages and trends, and apply findings to assignments

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment

• Communicate effectively, both orally and in writing

• Work independently as well as collaboratively within a team environment

• Provide a high level of customer service

• Establish and maintain effective working relationships at all levels of the organization

Education/Previous Experience

• Bachelor's Degree and two (2) years' experience in marketing, communications or similar field

OR ~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• None Required.

Travel Required:

• Yes, 10 % of the Time