Product Marketing Specialist

Cetera Financial Group (CFG) is seeking a Product Marketing Specialist who will be responsible for executing marketing tactics to our captive financial professional audience to drive revenue growth and adoption of Cetera’s wealth management solutions. This role will work closely with the Director, Product Marketing to align marketing efforts to objectives set by leaders of the Advisory Experience and Growth teams to help execute plans and tactics for the business outcomes to be achieved. This is a hybrid role, located in Dallas, TX.

What you will do:

• Work with the Director, Product Marketing to execute strategic B2B marketing plans and campaigns aligned with the goals of our Wealth Management initiatives, focusing primarily on advisory mix shift growth.
• Help develop and maintain relationships with third parties for copywriting, design, and strategy execution.
• Support the development and accentuation of unique value propositions while incorporating brand and marketing messages appropriately to drive outsized growth.
• Represent the viewpoints of the Wealth Management leadership team, financial advisor, and end client throughout the content creation and strategic planning process with internal partners.
• Continually assess the marketing needs of specific Wealth Management business lines, tracking and measuring the effectiveness of implemented marketing plans and campaigns, adjusting as needed to maximize engagement and adoption.
• Develop, review, and revise content and messaging to help with targeted sales and education efforts.
• Other duties as defined.

What you need to have:

• Minimum of 3 years of experience in marketing roles in financial services.
• 3-5 years of experience in marketing experience ideally in advisor or product marketing.
• Exceptional written and verbal communication skills, including knowledge of AP Style.
• Strong proficiency in a variety of computer applications such as Word, Excel, PowerPoint, and Outlook.

What is nice to have:

• Direct experience in B2B wealth management marketing, preferably with an emphasis on advisory business models and asset mix conversion.
• Familiarity with content management systems, analytics tracking, client relationship management tools, and social media and email marketing platforms. Proficiency in Marketo is a plus.
• Experience with qualitative and quantitative research methodology.

Travel Requirements:

• Up to (20%).

Compensation:

The salary range for this role is $63,000 - $93,000, plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About Cetera Financial Group:

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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