Trust Sales Support Specialist

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JOB FUNCTION / SUMMARY:

Responsible for providing presentation and sales support for Trust and Asset Management Groups. Manages projects (design, development, and layout) in conjunction with corporate marketing and Wealth Management marketing strategies including the development of internal/external marketing materials, brochures, direct mail campaigns, templates for presentations, newsletters, slicks, etc.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Works and coordinates with other members of marketing and sales teams to prepare and complete proposals, presentations, updates of marketing materials and RFP's as needed to support new business activities and ongoing management of existing accounts
• Works and coordinates with Trust and Asset Management teams to produce and distribute both client and advisor communication pieces including but not limited to product updates, economic overviews, e-mail alerts, performance updates, investment commentary etc.
• Provides direct support for institutional business development and sales officers, product wholesalers and HHF Product Manager including but not limited to CRM management, distribution of marketing material, collateral requests, mailings, etc.
• Assists and coordinates with Regional Marketing Managers with planning and management of internal and external events, corporate events, seminars and conferences to promote Trust & Asset Management products, to bring attention to Trust & Asset Management services, and to ensure appropriate Trust attendance and business development with events.
• Assists with management and maintenance of the Trust Marketing Library on SharePoint
• Coordinates with and provides general assistance to the Wealth Segment Marketing Manager and corporate marketing with marketing projects, strategic initiatives and administrative needs of the Trust and Asset Management department
• Performs ad hoc projects as needed by Trust & Asset Management department and Division Executive
• Evaluates and recommends printers, binding machines and software necessary to enhance production and work flow management
• Responsible for maintenance and inventory control for all marketing-end products (brochures, etc.) and supplies relating to color printer and binding machines for Trust and Asset Management
• This position is responsible for working with groups of people in different locations on most projects with tight deadlines. Must take the initiative to begin most projects and motivate others to meet these deadlines through conference calls and emails.
• Responsible for managing multiple projects with very tight deadlines.
  
  

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• Bachelor’s degree or equivalent preferably in Marketing, Finance, Accounting or Management and two years of related experience and/or training, or equivalent combination of education and experience
• Advanced skills in PowerPoint, MS Word, Excel, and MS Publisher, and intermediate skills in SharePoint and MS Outlook. Skills in Salesforce preferred. Exceptional writing and editing skills, strong organization skills, and high attention to details required.
• Must be able to manage multiple projects with very tight deadlines, have an eye for page layout design and be highly adept at spelling, grammar and proof reading.
  
  

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to work under stress and meet deadlines
• Ability to operate related equipment to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to travel if required to perform the essential job functions
• Ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
  
  

DISCLAIMER

NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THE JOB AT ANY TIME

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.