caia.org - Jobboard
Marketing and Communications Director*
caia.org - Jobboard, Norwell, Massachusetts, us, 02061
POSITION SUMMARY:The Director of Marketing & Communication is a senior level position on a Financial Advisor / Private Wealth Advisor team. This industry professional plays a vital role in supporting the team's growth and overall business development goals through various branding, advertising, and marketing activities. This role is responsible for the development and implementation of an integrated marketing plan and digital strategy for the Financial Advisor / Private Wealth Advisor team. This plan includes all written, visual, and digital communications and materials to promote the strengths, capabilities, and services available to existing and prospective clients. The Director of Marketing & Communication is an integral member of the team and is also responsible for increasing the visibility of Morgan Stanley's various programs, events, and initiatives to clients.DUTIES and RESPONSIBILITIES:Marketing & Digital Strategy:
Supports the Financial Advisor / Private Wealth Advisor team in developing and refining a cohesive marketing plan that focuses on driving team growth and enhancing the client relationship.Manages and implements creative marketing and communications strategies, plans and approaches to market and position the team to existing and prospective clients.Creates all written, visual, and digital marketing messages and materials.Leverages the firm's tools and resources to develop effective marketing and communications that promote the Financial Advisor/Private Wealth Advisor team, while aligning with current branding and positioning of Morgan Stanley.Manages various marketing channels, including overseeing the team's digital strategy and contributing new ideas to enhance the team's social media presence.Monitors marketing projects, analyzes results and liaises with the firm's marketing departments.Utilizes existing systems to capture and update all new marketing activities, including a master pipeline, prospecting activities, and related reporting.Communication Management:
Creates and updates client and prospect presentation materials, including RFP responses.Develops and manages client event planning from inception through execution and follow-up.Facilitates the Communication Review Group (CRG) process for all marketing materials.Develops and edits communication materials for firm offerings and announcements utilizing various print and digital platforms (e.g., mailings, blogs, social media posts, etc.).EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:Education and/or Experience
10+ years of work experience in a field relevant to the position required.Bachelor's degree in Marketing, Communications, Business, or relevant field preferred.Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).Additional product licenses may be required.Knowledge/Skills
Enjoys working with people and solving problems.Effective written and verbal communication skills.Knowledge of data analysis and market research.Strong organizational and problem-solving skills.Strong computer skills, including knowledge of MS Office (Word, Excel, and PowerPoint).Working knowledge of IT and marketing software.Detail-oriented with superior organizational skills and ability to prioritize tasks.Ability and interest in working in a fast-paced, evolving environment.Reports to:Complex Business Service Officer and/or Business Service Officer.Use of Title:Use of the title on any document or electronic communication (e.g., business cards, email signatures, marketing pieces, etc.) requires the individual's name along with the name of the team/FA or PWA the individual supports.
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Supports the Financial Advisor / Private Wealth Advisor team in developing and refining a cohesive marketing plan that focuses on driving team growth and enhancing the client relationship.Manages and implements creative marketing and communications strategies, plans and approaches to market and position the team to existing and prospective clients.Creates all written, visual, and digital marketing messages and materials.Leverages the firm's tools and resources to develop effective marketing and communications that promote the Financial Advisor/Private Wealth Advisor team, while aligning with current branding and positioning of Morgan Stanley.Manages various marketing channels, including overseeing the team's digital strategy and contributing new ideas to enhance the team's social media presence.Monitors marketing projects, analyzes results and liaises with the firm's marketing departments.Utilizes existing systems to capture and update all new marketing activities, including a master pipeline, prospecting activities, and related reporting.Communication Management:
Creates and updates client and prospect presentation materials, including RFP responses.Develops and manages client event planning from inception through execution and follow-up.Facilitates the Communication Review Group (CRG) process for all marketing materials.Develops and edits communication materials for firm offerings and announcements utilizing various print and digital platforms (e.g., mailings, blogs, social media posts, etc.).EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:Education and/or Experience
10+ years of work experience in a field relevant to the position required.Bachelor's degree in Marketing, Communications, Business, or relevant field preferred.Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).Additional product licenses may be required.Knowledge/Skills
Enjoys working with people and solving problems.Effective written and verbal communication skills.Knowledge of data analysis and market research.Strong organizational and problem-solving skills.Strong computer skills, including knowledge of MS Office (Word, Excel, and PowerPoint).Working knowledge of IT and marketing software.Detail-oriented with superior organizational skills and ability to prioritize tasks.Ability and interest in working in a fast-paced, evolving environment.Reports to:Complex Business Service Officer and/or Business Service Officer.Use of Title:Use of the title on any document or electronic communication (e.g., business cards, email signatures, marketing pieces, etc.) requires the individual's name along with the name of the team/FA or PWA the individual supports.
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