Marketing Manager

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Description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.

• Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.

• Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of the position

We are looking for an experienced Marketing Manager to develop and manage strategies in specific channels, to accelerate lead acquisition, execute business development, provide sales support, and advance brand building. The ideal candidate will be an excellent strategist and communicator. They will thrive working with diverse teams and taking an idea to execution, measuring the results, and adjusting.

Responsibilities

• Build marketing programs to support specific marketing objectives across different channels and segments in support of our overall strategic marketing plan

• Work with our advisor advisor teams to develop and implement marketing strategies for targeted communities of clients

• Market through various channels and segments, collaborating with tactical marketers on your team and with supporting agencies (email, content, website, social, paid, etc)

• Develop business cases for marketing programs at the proposal stage and make recommendations on marketing tactics

• Evaluate the impact of marketing programs in achieving their stated objectives, including impact on lead flow, LTV and retention

• Propose and manage marketing research projects to generate consumer insights in support of improved marketing strategy and communications

• Partner with creative teams, other internal stakeholders, and external agencies and vendors

• Lead the execution of marketing programs from start to finish, driving collaboration with the stakeholders and leveraging the right internal processes

• Work with the other marketing team members, other internal stakeholders, and external agencies and vendors

Requirements

Required Skills/Experience

• Bachelor's Degree in Marketing/Communications/Business Management

• 3-5 years minimum experience

• Experience building complex marketing programs and reporting on the results

• Exposure to digital and direct response marketing

• Competence as a creative writer with an eye for great emails and landing pages

• Strong project management skills

• Strong problem-solving ability, including outcomes-driven thinking

• Account management experience at an agency a plus, but not required