Marketing Account Manager

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About Us :

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results.

With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase - a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Where we're going :

We want to be the brand of choice for Canada's top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2027.

To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.

Position Overview

The Marketing Account Manager supports Advisors in our Calgary office, as well as other select offices across Western Canada by coordinating marketing projects and initiatives and helps to execute marketing strategies for advisor teams.

Duties and Responsibilities

• Ability to manage competing demands while providing proactive marketing strategies and thought leadership for Advisor teams
• Boutique Marketing management and coordination are key functions of this role. Responsibilities include receiving campaign and ad-hoc requests, proofreading and some copywriting and editing, coordinating and briefing the design team as well as managing a multi-pronged sign-off process
• Collaborating with Advisor teams to develop custom marketing plans to help them achieve their communication and prospecting goals using digital and traditional marketing methods
• Organize and keep careful documentation for project trafficking between vendors, clients and the marketing team
• Generate ad-hoc marketing materials such as communications and email campaigns
• Occasional travel to other regional offices such as Edmonton to meet with advisors and branch management teams and support their regional efforts
• Training and support for Advisors and their team members as needed on the digital platforms marketing uses (i.e. website CMS, email tool, etc.)
• Maintain accurate records of quotes, budget, project files and Compliance / Branch Manager and marketing sign-offs
• Track and liaise with the accounting department on a monthly basis regarding all Marketing department expenditures and marketing budget chargebacks

Qualifications

• Minimum 5 years or more experience in marketing and account management
• Exceptional English communication skills, both verbal and written
• Excellent attention to detail and strong organizational skills
• Proven ability to juggle multiple projects in an energetic, fast-paced environment
• Ability to work well with people by listening and collaborating
• Experience with account management and results-oriented
• Resourceful self-starter with ability to jump in and ramp-up quickly
• Ability to prioritize activities and take initiative
• Strong proficiency with Microsoft Office Suite
• Ability to work both independently and effectively in a team environment
• Production and design knowledge a benefit
• Understanding of the wealth management industry and financial terminology a strong asset

Education

• College or university required
• Marketing or communications diploma preferred

Why Apply :

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy.

From our front office talent to our colleagues behind the scenes, we have one focus : to ensure our people thrive here more than anywhere else.

Are you innovative, self-driven, and client-centric?

If so, we're ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment.

We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act.

Candidates may request accommodation at any point during the interview process.

We are a proud partner of Pride at Work Canada.

OTHER DETAILS

Pay Type Salary

Please apply on Isarta.com

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