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Wealth Mgmt Marketing Client Lead in Charlotte, NC at AccruePartners

Date Posted: 2/20/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Charlotte, NC
  • Job Type:
    Marketing
  • Experience:
    At least 3 year(s)
  • Date Posted:
    2/20/2018

Job Description

AccruePartners values our contract and consulting employees. We strive to provide comprehensive, quality and an affordable suite benefits. Our employees are eligible for Medical, Vision, Dental, Short Term Disability and 401K and other benefits. 

WHO OUR CLIENT IS:

  • Fortune 100 Financial Services Company
  • 100-year history of dedication to customer satisfaction, success and growth
  • Tremendous growth and new business strategy leading to the need for new talent
  • Significant investments in cutting-edge technology

WHY YOU SHOULD CONSIDER THIS OPPORTUNITY:

  • Culture: Excellent work environment that fosters collaboration
  • Growth: Ability to make an impact on the direction of the organization
  • Opportunity: Gain hands-on experience working with cutting-edge technology
  • Stability: Recent financial performance of the company has reported record profits

WHERE THE POSITION IS LOCATED:

  • Charlotte, NC or Boston, MA

WHAT YOU WILL DO:

  • Develop strategic plan through client mapping of ongoing client communications via a communications audit approach
  • Create project roadmap to scope and enhance ongoing client communication touchpoint experience
  • Develop client correspondence guidelines to apply to all touchpoints throughout the client experience
  • Create or enhance all client correspondence touchpoints to meet the overall client touchpoint guidelines
  • Partner with analytics and research to understand field usage of ongoing communication in order to develop standardized client experience
  • Work with business, legal, compliance and field enablement partners to pilot and launch communications (manually or through automated channels)
  • Drive research focusing on optimal client experience for moments that matter and/or pain points within the IAS experience
  • Work with the business and field management teams to outline and execute optimal client experience for IAS clients, spanning entire lifecycle from newly engaged to retirement and beyond
  • Analyze end-to-end performance across programs and foster an environment of continuous performance improvement, testing and optimization, and a quantitative marketing culture
  • Partner with analytics team to create and maintain end-to-end reporting for all marketing activity and adjust marketing strategies based on real-time performance metrics
  • Partner effectively with IAS business partners to maintain and evolve IAS value propositions
  • Manage marketing budget for IAS Retention Marketing Mature Life initiatives, including expense tracking and monthly forecasting

HOW YOU ARE QUALIFIED:

  • 5+ years of experience in financial services marketing or applicable business environment
  • Experience in managing large numbers of client communications/touchpoints for a pre-defined client base (preferably in an financial services/advisory relationship environment)
  • Significant attention to detail experience
  • Bachelor's degree